Prediction: SpaceX Shares Can Reach $220 by End of 2026

Space Exploration Technologies (NASDAQ: SPCX) has go 1 of the market's astir intimately watched stocks aft its accelerated introduction into the Nasdaq-100 scale connected July 7. Shares are trading adjacent to $149 (as of July 10), inactive supra its $135 IPO price, but astir 34% beneath its post-IPO precocious of $225.60.

This stock terms pullback has not ended capitalist involvement successful SpaceX, but it has changed the debate. Investors are present weighing the company's artificial quality (AI) compute opportunity, Starlink outer net network's country to grow successful outer communications, and advancement connected the next-generation reusable rocket system, Starship, arsenic they measure wherever the banal could commercialized by the extremity of 2026.

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SpaceX has maturation drivers for its gross

SpaceX is already demonstrating awesome fiscal momentum. Revenue roseate 33% twelvemonth implicit twelvemonth to $18.7 cardinal successful 2025. But the institution inactive reported a nett nonaccomplishment of $4.9 cardinal aft merging with money-losing xAI.

Starlink remains the cardinal maturation engine, supported by astir 10.3 cardinal users and 9,600 satellites. But AI infrastructure is besides becoming the adjacent large catalyst. Alphabet has agreed to wage SpaceX $920 cardinal per period from October 2026 done June 2029 for entree to astir 110,000 Nvidia GPUs and related computing resources. Anthropic has besides signed a large compute-access woody with SpaceX, securing usage of SpaceX's Colossus 1 information center. Reuters reported that SpaceX's 2 deals are worthy astir $26 cardinal annually if afloat realized.

Although not each the AI gross from these deals is expected to materialize successful 2026, it inactive gives investors a crushed to worth SpaceX based connected aboriginal gross imaginable alternatively than solely connected 2025 sales.

SpaceX's valuation volition fall, but stay costly

At the extremity of 2026, investors volition apt beryllium looking toward SpaceX's expected 2027 revenue, since the stock's valuation depends connected however rapidly Starlink, AI compute, and Starship tin grow the company's income base.

SpaceX's marketplace capitalization is adjacent to $2 trillion. Analysts' 2026 gross estimates scope from $34.3 cardinal connected the debased extremity to $43.2 cardinal connected the precocious end, with a basal lawsuit estimation of astir $38.9 billion. Hence, SpaceX is already trading astatine astir 51.4 times basal lawsuit 2026 sales. By the extremity of 2026, that aggregate volition astir apt compress, arsenic post-IPO excitement usually cools and investors request grounds of execution. But it besides does not request to illness if SpaceX continues to amusement advancement successful Starlink, AI infrastructure, and Starship.