SpaceX Considers 2026 IPO with $1.5 Trillion Valuation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 18 2026
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Should l Buy GOOG?
Source: Yahoo Finance
- IPO Plans: SpaceX is considering going public in 2026 with a target valuation of $1.5 trillion, an unprecedented IPO size that could challenge public market response capabilities.
- Alphabet's Investment Return: Alphabet invested $900 million for a 7% stake in SpaceX in 2015, and if SpaceX goes public, that stake could be worth approximately $105 billion, significantly enhancing Alphabet's asset leverage.
- Market Potential: SpaceX's successful launches and its Starlink satellite internet business provide a strong recurring revenue stream, further increasing its market appeal and likely attracting more investor interest.
- AI Investment Consideration: Alphabet faces a strategic decision on whether to retain its SpaceX shares or sell them to fund AI infrastructure, with AI investments appearing more compelling in the short term, showcasing the company's strategic flexibility.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOG is 336.08 USD with a low forecast of 255.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 344.900
Low
255.00
Averages
336.08
High
400.00
Current: 344.900
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
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.
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- Uneven Software Sector Performance: The software industry has underperformed over the past three years due to a lack of accelerating fundamentals and perceived threats from AI disruption, prompting investors to focus on companies that can benefit from the AI wave.
- Investment Strategy Adjustments: Fish notes that Janus Henderson allocates 50-70% of its portfolio to resilient companies for long-term stability while also seeking smaller firms to identify future winners, thus diversifying the investment portfolio.
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