SPCX logo

Space Exploration Technologies Corp. Stock Price

NasdaqGS:SPCX Community·US$2.1t Market Cap
  • 5 Narratives written by author
  • 3 Comments on narratives written by author
  • 204 Fair Values set on narratives written by author

SPCX Share Price Performance

US$154.35
154.35 (0.00%)
US$135.00
Fair Value
US$154.35
154.35 (0.00%)
14.3% overvalued intrinsic discount
US$135.00
Fair Value
Price US$154.35
Marek_Trnka US$135.00
QuanD US$135.00
artoflosing US$134.95

SPCX Community Narratives

Fair Value
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Fair Value US$135 14.3% overvalued intrinsic discount

SpaceX? Only Fast in - Fast out!

10users have liked this narrative
1users have commented on this narrative
23users have followed this narrative
Fair Value
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Fair Value US$135 14.3% overvalued intrinsic discount

Making sense of 1.75 trillion IPO

1users have liked this narrative
1users have commented on this narrative
25users have followed this narrative
Fair Value
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Fair Value US$134.95 14.4% overvalued intrinsic discount

Hitting Escape Velocity with a Single Point of Failure

6users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
US$28.55
440.6% overvalued intrinsic discount
Fair Value
Profit Margin
10.55%
Future PE
20x
Price in 2029
US$35.08
US$135
14.3% overvalued intrinsic discount
Fair Value
Using Simply Wall St Future Multiple Valuator, for the stock to be Fairly Value today and be worth the offering price at US$135/share: - Approx. US$313B Revenue in 10 years - Net profit margin at 40% — Net income ~US$125B - PE multiple in 10 years at 30x (to deserve this multiple they would still grow earnings at around 10% in year 10) — Future market cap ~US$3.75T
US$135
14.3% overvalued intrinsic discount
Fair Value
Profit Margin
10.67%
Future PE
16.76x
Price in 2031
US$197.63

Trending Discussion

Updated Narratives

SPCX logo

SpaceX: A Sober Look at Catalysts, Risks, and Long‑Term Value After the IPO

Fair Value: US$0.46 33.5k% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SPCX logo

The trap for retailers that can evaporate more than 80% of the value.

Fair Value: US$28.55 440.6% overvalued intrinsic discount
13 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SPCX logo

AI Infrastructure in Space? The market said yes like it’s already a reality

Fair Value: US$135 14.3% overvalued intrinsic discount
25 users have set this as their fair value
1 users have commented on this narrative
3 users have liked this narrative

Snowflake Analysis

High growth potential with mediocre balance sheet.

3 Risks
3 Rewards

Space Exploration Technologies Corp. Key Details

US$19.3b

Revenue

US$9.9b

Cost of Revenue

US$9.4b

Gross Profit

US$18.8b

Other Expenses

-US$9.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.71
48.83%
-48.47%
70.0%
View Full Analysis

About SPCX

Founded
2002
Employees
22000
CEO
Elon Musk
WebsiteView website
www.spacex.com

Space Exploration Technologies Corp. provides satellite-based broadband services in the United States, Ireland, Canada, and internationally. The company's Connectivity segment operates a high-speed, low-latency broadband network powered by various Starlink satellites in low-earth orbit, delivering connectivity to various consumer, enterprise, and government customers through its Starlink offering. Its Space segment designs, manufactures, and launches reusable rockets to provide access to space. It offers launch services for the deployment of payloads to intended orbits for commercial and government customers utilizing Falcon 9 and Falcon Heavy; and launch and development for the development of spacecraft and the provision of launch and mission services for government agency space programs utilizing Falcon 9, Falcon Heavy, Starship, and Dragon. The company's AI segment operates a vertically integrated AI platform spanning a frontier LLM Grok; AI solutions for consumer and enterprise customers; X, a real-time information, entertainment, and free speech platform; and AI computational infrastructure. The company was founded in 2002 and is based in Starbase, Texas.

Recent SPCX News & Updates

Seeking Alpha 10h

Market Brief: SpaceX's -35% One-Week Erased More Wealth Than Most Billionaires Ever Built

Summary SpaceX’s 35% one-week drop erased more than $600 billion in market value, exposing how crowded the post-IPO trade had become. The correction may not be over, as retail FOMO and institutional profit-taking could still drive a deeper pullback. At the same time, crypto is facing a historic liquidity crisis as capital continues to rotate into AI, semiconductors, and SpaceX. Read the full article on Seeking Alpha
New Narrative Jun 22

SpaceX: A Sober Look at Catalysts, Risks, and Long‑Term Value After the IPO

SpaceX’s IPO has generated huge excitement, but when you strip away the headlines and ecosystem hype, the fundamentals still look like a capital‑intensive industrial business with uncertain long‑term margins. Using a disciplined valuation approach — including a 30% discount rate to reflect the lack of current profitability — the fair value estimate comes out to US$0.87 per share in 2026.

Recent updates

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