Market cap and multiples come from this site's live SPCX price feed. Scenario and segment figures are only those with a cited source. Missing numbers are left blank.
SPCX
Yahoo Finance · 2026-11-13 15:00 UTC
Price
$139.68
-0.19%
Market cap
$1.90T
P/E
—
EPS
$-0.38
52w low $104.83 · high $225.64
Sliders are assumptions. The output is arithmetic — future revenue × margin × multiple — not a target, a recommendation, or advice. It can differ from any filing.
Default $15B is an input you can edit — not a SpaceX total-revenue line. Q3 filings print Starlink consumers 13.6M and ARPU $69; they are not multiplied here.
Segment mix (read as 100%)
Mix is an assumption about where growth sits; it does not change starting revenue in the formula above.
Revenue in 5y
$45.8B
Earnings in 5y
$4.6B
Implied value
$114.4B
Formula: starting revenue × (1 + growth)^years × margin × multiple. Not a SpaceX filing or a live quote. Illustrative, not advice.
Range based on analyst coverage, not a single-house model. Base = JPMorgan $500 PT as of Q3 2026 earnings (assumes 10GW AI compute by end 2027).
Bear
$250
CAGR ~23%
Base
$500
CAGR ~54%
Bull
$850
CAGR ~84%
Near-term street snapshot: JPMorgan OW · $500 PT (2026-10-28). Different horizon from the long-term scenarios.
AI Solutions
Q3 2026: AI Solutions revenue was $7.02B, roughly 48% of $14.6B total sales — the largest single segment, ahead of launch and Starlink for the first time. JPMorgan's Q3 2026 post noted a $500 SPCX price target assuming ~10GW of AI compute capacity by the end of 2027 and spoke of ~$400B ARR if that build lands on schedule. Deutsche Bank sketched SuperIntelligence/neocloud revenue of $70–80B in 2027. Both assume the Memphis–Southaven cluster and planned expansions come online on time.
Starlink
SpaceX filed with the FCC to open an additional 482 MHz of spectrum for Starlink satellite-to-phone service, proposing a flexible-use license in the 902–928 MHz band. The expansion would allow direct-to-device data service beyond current text-only coverage in dead zones. ABS Jets became a certified Starlink aviation dealer and completed its first Legacy 650 installation, supporting up to 1Gbps download. The aviation segment signals a high-ARPU enterprise channel alongside consumer broadband.
Launch
Falcon 9 remains the world's most-flown orbital booster, with first-stage cores reused routinely. Starship's fully-reusable heavy-lift program is the long-term cost frontier — each flight aims to reduce payload-to-orbit cost by an order of magnitude versus expendable vehicles. Launch revenue is now a smaller share of total sales but remains the operational foundation for both Starlink satellite replenishment and third-party payload customers.
Balance sheet
As of 30 Jun 2026 SpaceX held $100B in cash and short-term investments ($93.5B cash + $6.5B short-term), ranking it fifth among U.S. non-financial companies by cash holdings — behind Berkshire Hathaway, Alphabet, Anthropic and Amazon, and ahead of Meta and Microsoft (source: CNBC, Gabriel Cortés / company reports, as logged in Investus research).
Editorial research for information only — not investment advice or a solicitation to buy or sell. Verify figures against the primary sources before making decisions.
Investus editorial notes tagged SpaceX (SPCX).
Anthropic's S-1/A caps SpaceX compute at $120.5B with a 90-day exit after early 2027. What the 'mid-2027' report adds and what remains unconfirmed.
SpaceXSI's Grok Build: Claroc says 35,578 published apps opened with no sign-in. What was measured, what SpaceXSI disputes, and open questions.
SpaceX says Starship Flight 15 is preparing to launch as soon as Friday, November 13, 2026, pending regulatory approval, on the first plan to catch both Super Heavy and the Starship upper stage. The 75-minute window opens at 4:45 p.m. CT. This note separates confirmed facts, company plans, secondary reports, and open questions. It is not a buy, a sell, or a share-price call.
Terafab's joint-venture structure emerged: Tesla holds 38.1%, SpaceX 61.9%, with a $45B targeted funding pool and a goal of one million chip wafers per month by 2033. Phase 1 is a 25,000-chip complex in Grimes County, Texas. Tesla's procurement team visited Japanese semiconductor equipment makers in early November to begin Terafab sourcing.
Starlink's dynamic pricing has spread from a Midwest test to addresses across the United States, and Residential Max is now reported between $104 and $156 a month. PCMag (updated Nov. 8, 2026) and TechSpot (Nov. 8) describe 10% to 20% moves in both directions. This note separates confirmed reporting, SpaceX's own sentences, and open questions. It is not a buy, sell, or price-target piece.
The Guardian and Forbes (Oct. 28, 2026) report that SpaceXSI, formerly xAI, is offering market-value buyouts in Southaven, Mississippi's Colonial Hills neighborhood, conditioned on releasing claims in a gas-turbine noise class action. A realtor recording cites a target of 418 homes; the company has not confirmed that figure. With AI compute now SpaceX's largest revenue segment, legal, ESG and power-supply risk sits on the growth engine.
MSFT Q3 EPS $4.89 (+4% beat), Revenue $92.2B (+2% beat), +6.11%. GOOGL Q3 revenue inline but -9%: margin 31.8%, 2nd straight negative FCF, capex doubled. TSLA Cybercab 573 (+222 last week), 7x cheaper than Waymo. AWS 2028E $373.6B (Morgan Stanley, ~3x 2025). Anthropic cash $131.7B = #3 non-bank US company. Gemini 4 Carbon 96% long-context. Fed Warsh: -1 voter 2027, meetings 8→6 in 2028.
BREAKING IBM Q2 miss −28% · CPI −0.4% · Chamath TSLA~$600 · Robotaxi 765 · GOOGL 1.6GW · TSMC $140B · JPM $16.9B · NFLX $169 · SNDK $3,100 · LCID −41.74%. More in individual reports.
Tesla FSD active subscribers reached 1.29M in Q1 2026, up +17% from 1.10M in Q4 2025. SPCX target raised $190→$230. Q2 earnings July 22, est. revenue $39,098M. 'Best earnings in years' forecast.
