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>>Elon Musk's charisma fuels the momentum behind SpaceX's planned $800 billion IPO

Elon Musk's charisma fuels the momentum behind SpaceX's planned $800 billion IPO

crypthub

4 days ago

Valuation Ambitions

SpaceX is targeting an $800 billion valuation with an IPO next year, including a secondary sale of up to $2.56 billion at $421 per share. This multiple equals about 62.5 times sales, putting the company near Palantir’s level. Elon Musk banks on his charisma and bold vision to persuade investors. The plan hinges on the success of Starlink, direct‑to‑mobile services, and the Starship program.

Starlink Growth and Mobile Plans

Starlink already generates most of SpaceX’s revenue and could exceed one billion subscribers by 2040, covering roughly three‑quarters of projected $122 billion sales. Partnerships with T‑Mobile and a spectrum deal with EchoStar aim to deliver 5G‑enabled mobile service, though some analysts doubt the spectrum’s sufficiency. The mobile expansion could increase capacity by more than 100 times. Success would create a massive addressable market for satellite connectivity.

Investor Sentiment and Market Risks

Retail investors are expected to bid aggressively, mirroring Tesla’s IPO dynamics, while analysts warn that the valuation may be frothy. Competition from Blue Origin and other launch providers could erode SpaceX’s perceived uniqueness. Dependence on government launch contracts adds another layer of risk. Some view the “Elon premium” as a double‑edged sword that may not justify the price.

Future Outlook

Proponents argue the timing is optimal, giving SpaceX capital for orbital AI data centers, lunar factories, and expanded Mars missions. Building such infrastructure will require huge investment and solutions for radiation, maintenance, and power in space. The IPO could position SpaceX ahead of major defense firms but also expose it to heightened market scrutiny. Investors are weighing the visionary upside against the practical challenges.

Elon Musk's charisma fuels the momentum behind SpaceX's planned $800 billion IPO

Valuation Ambitions

Starlink Growth and Mobile Plans

Investor Sentiment and Market Risks

Future Outlook

Elon Musk's charisma fuels the momentum behind SpaceX's planned $800 billion IPO