History Shows IPO Stocks Plunge Up to 48% Within 1 Year of Going Public. Here's Why SpaceX Could Defy the Odds in 2027.

While IPO stocks historically experience median drawdowns of up to 48% in their first year, SpaceX could defy this trend due to its diversified business model. The company's growth engines include Starlink (13.6M subscribers, 89% YoY growth), AI infrastructure contracts worth billions (including $120.5B with Anthropic and $11B annualized with Alphabet), and a potential merger with Tesla. However, investors should remain disciplined about valuation and the company's ability to convert revenue into free cash flow.

10/28/2026, 7:00 PM • The Motley Fool

Prediction: This Will Be SpaceX's Stock Price in 3 Years

SpaceX analyst predicts the stock could reach $375 per share within three years, more than doubling from current levels. The growth driver isn't the traditional rocket launch business, but rather the high-growth Starlink connectivity division (69% YoY growth) and the super intelligence/AI segment (830% YoY growth). If SpaceX achieves CEO Elon Musk's ambitious $500 billion to $1 trillion annualized recurring revenue target by end of 2027 and trades at 10x sales, it could become a $5 trillion company.

10/28/2026, 6:51 PM • The Motley Fool

Not Space. Not Starlink. Here's My Top Reason to Buy SpaceX Stock.

SpaceX's Super Intelligence (SI) division, which houses its AI data center platform and Grok language models, is emerging as the company's primary growth driver rather than its space launch or Starlink services. SI achieved $7.56 billion in Q3 2026 revenue (830% year-over-year growth) and posted $431 million in operating profit, with the company investing $16.4 billion in capital expenditures for this segment, signaling strong confidence in its AI future.

10/28/2026, 6:03 PM • The Motley Fool

SpaceX’s Starlink Just Added 1.6 Million Customers. But That’s Not the Best News

SpaceX reported strong Q3 results with Starlink adding 1.6 million customers to reach 13.6 million total subscribers. Connectivity revenue grew 69.5% YoY to $5.2 billion with operating income up 99%. Most notably, average revenue per user increased 4.5% sequentially to $69, a rare occurrence. The company plans to launch 100,000 more powerful Starlink V3 satellites using its Starship rocket, which could significantly expand capacity and reduce costs, though execution and regulatory risks remain.

10/28/2026, 3:48 PM • The Motley Fool

2 AI Stocks to Buy if the Market Sells Off Before Year-End

The article discusses SpaceX and Tesla as potential AI stock buys during a market downturn. While both companies show strong AI-driven growth prospects—SpaceX's Super Intelligence segment grew 830% YoY and Tesla's Full Self-Driving software generates ~$1B in recurring revenue—the author recommends waiting for better entry points, as both stocks are currently overvalued with forward P/E ratios of 85.5 and 133.3 respectively.

10/28/2026, 3:37 PM • The Motley Fool

Why Elon Musk's Latest Trillion-Dollar Forecast for SpaceX Is One That Investors Should Take With a Grain of Salt

Elon Musk forecasted SpaceX could reach $1 trillion in annual recurring revenue by end of 2025, earlier than his previous 2030 prediction. However, the forecast included an extremely wide range of $500 billion to $1 trillion, suggesting significant uncertainty. With current annual revenue around $58 billion and a $2 trillion market cap, investors should be cautious about buying based on such optimistic and uncertain projections, as execution risks could lead to significant stock declines if targets aren't met.

10/28/2026, 7:10 AM • The Motley Fool

A Big Shift Just Happened at SpaceX. Is It Time to Buy?

SpaceX's Super Intelligence (SI) business has surpassed Starlink in quarterly revenue, jumping 829% to $7.5 billion, signaling that the company's massive AI investments are beginning to pay off. However, while SI revenue growth is impressive, Starlink remains more profitable operationally. The article suggests aggressive investors might consider buying on recent dips, but recommends most investors wait for additional earnings reports to better understand capital expenditure trends and revenue sustainability before investing.

10/28/2026, 4:02 AM • The Motley Fool

Elon Musk Says SpaceX Is Now a "Super Intelligence" Company

SpaceX has renamed its artificial intelligence segment to 'Super Intelligence' and it has become the company's largest revenue driver, growing 830% year-over-year to $7.56 billion in Q3. The SI segment now generates more revenue than SpaceX's space and connectivity segments combined. Musk projects the company will reach $500 billion to $1 trillion in annualized recurring revenue by end of 2027, with the SI business expected to be the primary growth driver.

10/28/2026, 1:30 AM • The Motley Fool

RBC Says SpaceX Stock Has 50% Upside. S&P Global Just Warned About Its Hidden AI Debt. Here's Who I Think Is Right.

RBC maintains a bullish outlook on SpaceX with a $225 price target following strong Q3 earnings ($14.6B revenue, $4.4B earnings), driven by Starlink's performance. However, S&P Global warns that SpaceX and other hyperscalers are accumulating hidden AI debt, with SpaceX planning $35-40B in AI capex this quarter and securing $40B in off-balance-sheet financing. The article suggests caution despite growth prospects.

10/27/2026, 8:10 PM • The Motley Fool

Why Rocket Lab Stock Took Flight on Tuesday

Rocket Lab stock surged 8.28% on Tuesday after announcing that its Neutron rocket's second stage and thrust module have departed the factory and are en route to the Virginia launch site for testing. Cantor Fitzgerald reiterated an overweight rating with a $122 price target, suggesting 127% upside potential. The company previously delayed Neutron's inaugural launch from year-end 2026 to Q2 2027 due to a propellant dome defect.

10/27/2026, 2:56 PM • The Motley Fool

Alphabet Is Set to Become an Even Bigger Anthropic Shareholder After the IPO

Anthropic is targeting a $2 trillion IPO valuation this year, which could eclipse SpaceX as the biggest IPO in history. Alphabet, already owning an estimated 14% stake in the AI company, is positioned to significantly increase its shareholding through an exclusive option to purchase up to $10 billion in additional shares at the IPO price, plus $20 billion in reserved investment capacity. However, Amazon is expected to remain the largest shareholder with a 15%-20% stake.

10/27/2026, 12:55 PM • The Motley Fool

Here Is What a $5,000 Investment in SpaceX Could Be Worth by 2028

SpaceX delivered impressive Q3 results with strong growth across its divisions, particularly in its new 'super intelligence' segment which grew 830% year-over-year. The company's connectivity division (Starlink) generated $5.3 billion in revenue with $2.37 billion in operating income. CEO Elon Musk projects annual recurring revenue could reach $500 billion to $1 trillion by end of 2027. Based on a potential $500 billion revenue valuation at 10x sales, a $5,000 investment could grow to approximately $12,500 by 2028.

10/27/2026, 9:15 AM • The Motley Fool

Elon Musk Predicts a Wave of Failures Among AI Cloud Companies. Is SpaceX Stock a Sell?

Elon Musk warned that debt markets have cut off lending to AI cloud companies without significant revenue outside data centers, predicting most of 200+ neoclouds will fail or be acquired. SpaceX's AI segment now represents 52% of revenue ($7.56B in Q3), but the company differs from struggling neoclouds due to profitable Starlink and launch businesses providing $7B in quarterly revenue. While SpaceX faces high capital spending ($35-40B forecasted for Q4), its investment-grade credit rating and profitable AI unit suggest it's not a sell, though the stock at 34x sales isn't a bargain.

10/27/2026, 12:37 AM • The Motley Fool

Think You Missed Out on Investing in SpaceX Stock? Think Again.

SpaceX shares surged 7.7% following strong Q3 2026 earnings but quickly reversed course, dropping to $147.49 by Oct. 23. The company is investing heavily in AI infrastructure, with $16.4 billion of $19.6 billion in capex directed toward its AI division and satellite launches not expected until 2028. Despite significant stock volatility since June trading ($104.83-$225.64), analysts remain bullish with a median one-year price target of $240 (62.7% upside), suggesting long-term investors haven't missed the opportunity.

10/26/2026, 11:39 PM • The Motley Fool

Elon Musk Says Merging SpaceX and Tesla Would Be a Good Idea. Here's What Investors Should Know.

Elon Musk has proposed merging SpaceX and Tesla to create synergies across AI, robotics, energy, and satellite connectivity. While the strategic logic is compelling, the article argues that a merger alone doesn't guarantee shareholder value. Key concerns include fair deal pricing, governance complexity given Musk's dual interests, and whether the companies could achieve similar benefits through partnerships rather than full integration.

10/26/2026, 10:26 PM • The Motley Fool