SPCX logo

Space Exploration Technologies Corp. Stock Price

NasdaqGS:SPCX Community·US$1.5t Market Cap
  • 6 Narratives written by author
  • 5 Comments on narratives written by author
  • 408 Fair Values set on narratives written by author

SPCX Share Price Performance

US$108.37
108.37 (0.00%)
US$0.46
Fair Value
US$108.37
108.37 (0.00%)
23.5k% overvalued intrinsic discount
US$0.46
Fair Value
Price US$108.37
browser US$0.46
woodworthfund US$50.00
QuanD US$135.00

SPCX Community Narratives

Fair Value
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Fair Value US$0.46 23.5k% overvalued intrinsic discount

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

5users have liked this narrative
1users have commented on this narrative
49users have followed this narrative
Fair Value
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Fair Value US$50 116.7% overvalued intrinsic discount

WHY YOU SHOULD NOT BUY THE SPACEX IPO

0users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
Fair Value
·
Fair Value US$135 19.7% undervalued intrinsic discount

Making sense of 1.75 trillion IPO

1users have liked this narrative
1users have commented on this narrative
40users have followed this narrative
US$50
116.7% overvalued intrinsic discount
Fair Value
Profit Margin
10.55%
Future PE
16.5x
Price in 2031
US$160.15
US$0.46
23.5k% overvalued intrinsic discount
Fair Value
Set with the author's own calculation method
US$28.55
279.6% overvalued intrinsic discount
Fair Value
Profit Margin
10.55%
Future PE
20x
Price in 2029
US$35.08
US$135
19.7% undervalued 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
19.7% undervalued intrinsic discount
Fair Value
Profit Margin
10.67%
Future PE
16.76x
Price in 2031
US$523.19

Trending Discussion

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It would make my year if this went to $0.46

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I was right -15/7/2026 a return to the IPO price.

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Updated Narratives

SPCX logo

WHY YOU SHOULD NOT BUY THE SPACEX IPO

Fair Value: US$50 116.7% overvalued intrinsic discount
20 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SPCX logo

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

Fair Value: US$0.46 23.5k% overvalued intrinsic discount
49 users have set this as their fair value
1 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$28.55 279.6% overvalued intrinsic discount
21 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with mediocre balance sheet.

2 Risks
2 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
Aug 04, 2026
-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. It operates through three operating segments: Space, Connectivity, and AI. The Space segment designs, manufactures, and launches reusable rockets to provide access to space. It also provides launch services for the deployment of payloads to intended orbits for commercial and government customers utilizing Falcon 9 and Falcon Heavy; and engages in the 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. Its company's Connectivity segment operates broadband data and communications network by various Starlink satellites in low-earth orbit, delivering connectivity to various consumers, enterprise, and government customers. 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. Space Exploration Technologies Corp. was incorporated in 2002 and is based in Starbase, Texas.

Recent SPCX News & Updates

Seeking Alpha Jul 31

SpaceX Q2: The Biggest Selloff Is Coming

Summary SpaceX, aka Space Exploration Technologies Corp., faces its first public earnings report with deep unprofitability and a $1.5T valuation, driven largely by Starlink's Connectivity segment. Starlink accounts for 61% of 2025 revenue and is the only profitable segment, while AI and Space divisions remain significant cash burns. The upcoming insider lockup expiration could release 911.5M shares, more than doubling the float and likely pressuring SPCX's stock price. I rate SPCX a strong sell, citing extreme short interest, looming supply shock, and skepticism over the AI segment's sustainability and real customer base. Read the full article on Seeking Alpha

Recent updates

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