On 11th June 2026, SpaceX listed on Nasdaq, becoming the first of many private companies expected to undertake a mega-IPO in 2026. The company raised $75bn from both retail and institutional investors, recording the largest IPO in history. While SpaceX was quick to celebrate breaking this record, the company’s stock performance has since come under question.

In this intelligence piece, we treat SpaceX as a case study and use traditional data sources as evidence to support the hypothesis that one-off events could drive SpaceX’s stock price. This article does not look to provide an exhaustive list of datasets that could be applicable to SpaceX. Instead, it uses publicly available samples from various traditional vendors to illustrate event-driven opportunities with SpaceX.

The structure for this intelligence piece is as follows:

• Where does the opportunity sit with SpaceX?
• What events could be driving SpaceX?
• What about retail investors?