Seeking Alpha analysts upgrade SpaceX and Hawaiian Electric, downgrade Tesla and Amazon
Seeking Alpha analysts raised their ratings on SpaceX and Hawaiian Electric and cut Tesla and Amazon to Hold, citing margins, cash flow and valuation.
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what happened
Seeking Alpha reports that one analyst lifted SpaceX to Buy from Hold after a positive EPS result in the fiscal third quarter and a successful Starship Flight 14 test. Another moved Hawaiian Electric Industries from Strong Sell to Buy, arguing that risks have eased since the wildfires and that projected annualized returns have improved as the required holding period shortens.
On the other side, Tesla was cut to Hold from Buy. The analyst says the Q3 margin gain came mostly from tariff refunds, nine-month free cash flow stayed below $2 billion despite more than $13 billion of capex, and the $1.55 trillion market cap at $391 already reflects much future success. Amazon was lowered from Strong Buy to Hold by Ryan Canady, who points to roughly $220 billion of planned 2026 capital spending absorbing cash flow, though he still sees the business quality as strong.
why it matters
Rating changes like these are routine for individual stocks, but they show how analysts weigh heavy investment and valuation against earnings momentum. Investors often watch such moves as a gauge of sentiment around the largest technology names.
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sources
- SA analyst upgrades/downgrades: TSLA, AMZN, HE, SPCX — Seeking Alpha, 28 October 2026 at 18:14 UTC
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