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UPCOMINGTier 3product-launch

SpaceX Starship Flight 13 (first-payload test)

2026-07-23 → 2026-07-23·2 companies·8 predictions
—SPCXdirect—RKLBcompetitive

Scenario Comparison

Bull CaseS2
30%

Partial success — vehicle launches and reaches space but one primary objective (V3 deploy, in-space relight, or splashdown) fails

↑ 0↓ 02 companies
~SPCXmild
~RKLBmild
Base CaseS1
40%

Clean full success — Flight 13 launches July 23, completes ascent, deploys Starlink V3, relights Raptor in space, and lands a controlled Indian Ocean splashdown

↑ 1↓ 12 companies
+SPCXstrong
−RKLBmild
Bear CaseS4
10%

Launch failure / RUD — vehicle lost during ascent or a booster/ship anomaly ends the flight

↑ 1↓ 12 companies
−SPCXmoderate
+RKLBmild

All Scenarios

4

Positioning Suggestions

→ SPCX is PRIVATE and not directly tradeable — treat Flight 13 as a narrative/valuation checkpoint for the secondary market, not a trade.

→ RKLB is the only liquid read-through and it is second-order; a single Starship test is unlikely to move the Neutron thesis. Avoid trading RKLB on the launch outcome alone.

→ A full success modestly widens SpaceX's lift-capacity lead (Starship 150t vs Neutron 13t); a scrub/RUD is a marginal, short-lived relative positive for RKLB sentiment, not a fundamental catalyst.

Predictions

8
○

Starship Flight 13 lifts off on or before July 23, 2026 (no further scrub of the attempt)

60%P1

If it scrubs again → Raptor-reliability doubt persists; no RKLB trade (sympathy move, if any, fades within a session)

○

Flight 13 successfully deploys the next-generation Starlink V3 satellites (first Starship payload to space)

50%P2

If V3 deploy succeeds → Starlink operational-capacity narrative strengthens; a marginal, non-actionable negative for the AMZN Kuiper narrative

○

Flight 13 completes the planned in-space Raptor relight

55%P3
○

The Starship upper stage achieves a controlled splashdown in the Indian Ocean as planned

45%P4
○

SpaceX confirms full mission success across all four primary objectives (ascent, V3 deploy, relight, controlled splashdown)

35%P5

If clean full success → SpaceX medium/heavy-lift lead widens; watch RKLB for any sympathy weakness as a potential Neutron-optionality add point, not a fundamental change

○

The July 23 attempt is scrubbed/aborted again (no launch that day)

28%P6
○

Flight 13 ends in vehicle loss / RUD before completing ascent

15%P7
○

RKLB moves more than 3% (absolute) in the session after the Flight 13 outcome

20%P8

Key Questions

  1. Does Flight 13 lift off on July 23, or scrub again?
  2. Were the July 16 Raptor ignition faults fully resolved (any repeat at countdown)?
  3. Do all four primary objectives succeed — ascent, Starlink V3 deploy, in-space relight, controlled splashdown?
  4. Any read-through to RKLB Neutron positioning or the NSSL Phase 3 Lane 1 competitive frame?

Monitoring Checklist

0/6 checked