Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rad-hard & space-grade siliconII · Space-grade solar & powerIII · Propulsion & propellantsIV · Laser comms & optical terminalsV · Atomic clocks & space PNTVI · Ground segment & direct-to-deviceVII · Launch & reusabilityVIII · In-space infrastructure & servicingIX · Earth observation & space dataX · Private giants & exposure vehicles
December 2026
- 09mediumProgramSPCX full lock-up expiry (~180 days post-IPO)Full release of insider stock (excluding Musk's 366-day lock) is the largest float-expansion event for SPCX and a sentiment risk for the SpaceX-heavy wrappers that re-rated on the IPO.
December 2028
- 31mediumProgramGolden Dome space-based-interceptor capability demonstration deadlineThe $3.2B prototype awards require selected firms — including private K2 and Anduril plus SpaceX — to demonstrate orbital-interceptor capability by 2028, the milestone that converts private backlog into shipped hardware the wrappers will mark.
Past
- 2026-08-21SPCX lock-up first tranche release (~70 days post-IPO)
- 2026-08-20SpaceX first post-IPO quarterly print (est.)