SPCX Share Price Performance
US$201.80
201.80 (0.00%)
49.5% overvalued intrinsic discount
US$135.00
Fair Value
Price US$201.80
Marek_Trnka US$135.00
QuanD US$135.00
artoflosing US$134.95
Fair ValueUS$135.00
Share Pricen/a
New Narrative • Jun 15
Space Exploration Technologies Corp. Stock Price
- 4 Narratives written by author
- 3 Comments on narratives written by author
- 146 Fair Values set on narratives written by author
SPCX Community Narratives
MA
Fair Value
·Fair Value US$135 49.5% 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
QU
Fair Value
·Fair Value US$135 49.5% overvalued intrinsic discount
Making sense of 1.75 trillion IPO
1users have liked this narrative
1users have commented on this narrative
21users have followed this narrative
AR
Fair Value
·Fair Value US$134.95 49.5% overvalued intrinsic discount
Hitting Escape Velocity with a Single Point of Failure
6users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
The trap for retailers that can evaporate more than 80% of the value.
SpaceX’s stock looks priced for a perfect future because so few shares trade and the excitement around its AI work pulls in speculative buyers. As more dedicated AI companies list publicly, that buzz may fade fast, leaving this name exposed to a sharp drop.Read more
Making sense of 1.75 trillion IPO
SpaceX may come to the stock market as a bundle of very different businesses—rockets, Starlink internet, and now AI—and that mix could be both the appeal and the trap. The big question is whether today’s excitement leaves any room for upside, or whether the company has to hit science‑fiction-sized outcomes just to meet expectations.Read more
QU
US$135
49.5% 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
Hitting Escape Velocity with a Single Point of Failure
SpaceX’s core business looks strong, but the stock story leans heavily on a bold new bet: pushing computing into orbit and tying it to an AI lab it recently absorbed. If that future takes longer—or the company’s success keeps hinging on one founder and a hard-to-trade share supply—the gap between the great business and the price people pay could matter a lot.Read more
AR
US$134.95
49.5% overvalued intrinsic discount
Fair Value
Profit Margin
10.55%
Future PE
16.83x
Price in 2036
US$605.49
SpaceX? Only Fast in - Fast out!
SpaceX heads into its IPO with fast-growing sales but ongoing losses, as Starlink funds big bets like Starship and its AI buildout. The bigger story may be the short-term market whiplash around the listing and index reshuffling—and how that could spill over into major AI chip and infrastructure suppliers.Read more
MA
US$135
49.5% overvalued intrinsic discount
Fair Value
Profit Margin
10.67%
Future PE
16.76x
Price in 2031
US$197.63
Trending Discussion
Recently Updated Narratives
JA
The trap for retailers that can evaporate more than 80% of the value.
Fair Value: US$28.55 606.8% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
QU
AI Infrastructure in Space? The market said yes like it’s already a reality
Fair Value: US$135 49.5% overvalued intrinsic discount
21 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
2 likesusers have liked this narrative
AR
Hitting Escape Velocity with a Single Point of Failure
Fair Value: US$134.95 49.5% overvalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Space Exploration Technologies Corp. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- -0.71
- 48.83%
- -48.47%
- 70.0%
About SPCX
- Founded
- 2002
- Employees
- 22000
- CEO
- WebsiteView website
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.
