Musk Predicts SpaceX Will Reach $1 Trillion Revenue by 2030
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: stocktwits
- Revenue Surge Prediction: Musk stated on social media that SpaceX could achieve $1 trillion in annual revenue by 2030, potentially exceeding that in 2031, following the company's record IPO that raised $75 billion and reached a valuation of $1.77 trillion, indicating strong market confidence in its growth prospects.
- Strong Stock Performance: SpaceX's stock surged 19% on its first trading day, closing at $160.95, up from the $135 offering price, making it the sixth most valuable public company in the U.S., reflecting investor enthusiasm for its potential in AI infrastructure, although Morningstar remains cautious, suggesting the current valuation may be overly optimistic.
- Lockup Expiration Risk: Following the upcoming earnings report, approximately 7% of outstanding shares will become available for sale, which could lead to increased volatility in the stock price; Morningstar warns that insider selling may heighten market supply, impacting price stability, especially if demand remains uncertain.
- Divergent Market Sentiment: While retail investor sentiment on Stocktwits has been extremely bullish with a 28,300% surge in message volume, a recent poll indicated that 53% of voters believe SPCX will underperform the S&P 500 over the next five years, highlighting a divide in market expectations regarding its long-term performance.
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Analyst Views on SPCX
Wall Street analysts forecast SPCX stock price to rise
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Current: 135.000
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Current: 135.000
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About SPCX
Space Exploration Technologies Corp. designs, manufactures, launches, and operates products and services built on technologies, including rockets and spacecraft. The Company's segments include Space, Connectivity, and artificial intelligence (AI). Its Space segment designs, manufactures, and launches reusable rockets to provide access to space. Its Connectivity segment operates broadband data and communications network powered by approximately 9,600 Starlink broadband and mobile satellites in Low-Earth orbit, delivering connectivity to consumer, enterprises, and government customers over 164 countries, territories, and other markets. In its AI segment, it operates a vertically integrated AI platform spanning its truth-seeking frontier model Grok, AI solutions for consumer and enterprise customers, X-its real-time information, entertainment, and free speech platform and AI computational infrastructure.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Strong Market Performance: SpaceX (SPCX) shares surged over 25% post-IPO, reaching a market value exceeding $2 trillion, establishing it as one of the largest publicly traded companies in the U.S., reflecting robust market demand and investor confidence.
- Options Trading Launch: Stock options for SpaceX are expected to begin trading on Tuesday, with strong anticipated demand from bullish investors and traders looking to capitalize on price volatility, likely increasing activity in the options market.
- Rising Volatility Expectations: Following the stock's rise from $135 to $172 on its first trading day, market expectations for future price swings have heightened, suggesting that options premiums could be elevated, indicating investor focus on the company's future performance.
- Index Inclusion Prospects: Analysts predict that SpaceX may be included in major stock indices, which could drive additional demand from passive investment funds, attracting more investor interest in the company's stock options and creating new investment opportunities.
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- Price Potential Forecast: Ferguson asserts that Tesla's share price should be valued at $3,640, indicating a potential 796% upside from current levels, primarily based on the anticipated growth of its Robotaxi and Optimus businesses, reflecting a bullish market sentiment regarding Tesla's future profitability.
- Merger Impact Analysis: Ferguson opposes a near-term merger with SpaceX, arguing that if it were to occur now, Tesla shareholders would see their ownership stake drop from 90% in 2021 to just 40%, significantly undermining long-term shareholder value and emphasizing the importance of timing in any merger discussions.
- Market Reaction and Investor Sentiment: Tesla's stock rose 4% last week, marking its best weekly performance in over a month, which reflects investor confidence in the company's growth potential while also highlighting the divide in market sentiment regarding the merger proposal, with some investors expressing skepticism.
- Retail Investor Perspectives: On Stocktwits, retail sentiment for SpaceX is extremely bullish, while sentiment for Tesla remains positive, indicating differing views on the future developments of both companies, particularly concerning the uncertainties that a merger might introduce.
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- Revenue Surge Prediction: Musk stated on social media that SpaceX could achieve $1 trillion in annual revenue by 2030, potentially exceeding that in 2031, following the company's record IPO that raised $75 billion and reached a valuation of $1.77 trillion, indicating strong market confidence in its growth prospects.
- Strong Stock Performance: SpaceX's stock surged 19% on its first trading day, closing at $160.95, up from the $135 offering price, making it the sixth most valuable public company in the U.S., reflecting investor enthusiasm for its potential in AI infrastructure, although Morningstar remains cautious, suggesting the current valuation may be overly optimistic.
- Lockup Expiration Risk: Following the upcoming earnings report, approximately 7% of outstanding shares will become available for sale, which could lead to increased volatility in the stock price; Morningstar warns that insider selling may heighten market supply, impacting price stability, especially if demand remains uncertain.
- Divergent Market Sentiment: While retail investor sentiment on Stocktwits has been extremely bullish with a 28,300% surge in message volume, a recent poll indicated that 53% of voters believe SPCX will underperform the S&P 500 over the next five years, highlighting a divide in market expectations regarding its long-term performance.
See More
- Positive Market Reaction: Trump's announcement of a peace deal with Iran, leading to the reopening of the Strait of Hormuz post-signing, resulted in U.S. stock futures rising, with S&P 500 futures up nearly 1%, indicating market optimism regarding the agreement.
- Sharp Decline in Oil Prices: Following the announcement, Brent crude futures fell 3.73% to around $84.07 per barrel, while WTI crude futures dropped 4.45%, reflecting market expectations of supply restoration that could impact global oil dynamics.
- Geopolitical Implications: Trump stated that the deal would result in the immediate removal of the U.S. naval blockade, allowing ships to pass through this critical waterway, which is expected to boost regional economic recovery and enhance the stability of global energy supply chains.
- Investor Sentiment Shift: Analysts noted that the market's reaction to this news reflects investor optimism, although caution is still advised as the final signing of the agreement has yet to occur, which may affect short-term market volatility.
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- Musk Disputes Subsidy Claims: Musk asserts that government subsidies have had a negligible impact on Tesla and SpaceX, claiming that all government incentives combined account for less than 2% of the companies' value, emphasizing his commitment to their independence and competitive edge.
- EV Sales Surge: Following the Trump administration's removal of the $7,500 EV tax credit, Tesla's sales actually increased, indicating a shift of consumers from rival EV makers to Tesla, which reflects the brand's strong market appeal and customer loyalty.
- SpaceX Funding Overview: SpaceX has received over $500 million in government grants, including a $278 million NASA award in 2006 and a $1.6 billion contract in 2008; while Musk acknowledges NASA's role, he stresses that these funds did not determine the company's success.
- Market Sentiment Analysis: On Stocktwits, retail sentiment for SpaceX is extremely bullish, while Tesla maintains a positive outlook despite its underperformance this year, indicating investor confidence in future growth prospects.
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- Record IPO: On June 12, SpaceX completed the largest initial public offering (IPO) in history, raising approximately $75 billion at a valuation of $1.75 trillion, more than double any previous stock market debut, indicating strong market confidence in its growth potential.
- Significant Stock Surge: By the closing bell, SpaceX's stock jumped 19%, elevating the company's market value above $2 trillion, reflecting investor optimism regarding its potential in the artificial intelligence sector and robust market demand.
- Surge in AI Spending: Amid SpaceX's IPO, the four largest tech companies are projected to spend about $725 billion on capital expenditures this year, a 77% increase from last year, highlighting the sustained strong demand for AI technologies despite high valuations and uncertain profitability.
- Divergent Market Outlook: While some analysts warn that the current high valuations and substantial losses may signal a market peak, others argue that the immense market demand and ongoing investments will drive future profit growth, prompting investors to carefully assess risks and opportunities.
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