SPACEX Space Exploration Technologies Corp. Loading... : Bullish and Bearish Analyst Opinions
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21:46
Jun 02
Jun 02
SpaceX is reportedly planning to set initial public offering terms as soon as Wednesday according to the news report.
02:38
Jun 02
Jun 02
SpaceX IPO likely to rally initially.
SpaceX is listing on NASDAQ on June 12, with a projected market cap of ~$175B. The initial float is only 5%, insiders are locked up for 3-6 months, and early index inclusion is expected. This supply-demand imbalance makes a strong initial rally likely. However, after lockups expire, selling pressure may emerge.
HIGH
00:03
Jun 02
Jun 02
SpaceX IPO to soar initially
SpaceX IPO should soar initially due to tiny float (4%) and massive demand, with 60% of shares locked up until early 2027. Target $4 trillion valuation.
MED
16:27
Jun 01
Jun 01
SpaceX IPO valuation is too high
SpaceX is targeting a $2 trillion valuation with a 90x price-to-sales ratio. It is impossible to get a 10-bagger at such a high entry point. Like other mega IPOs, the valuation leaves little room for public market gains and likely leads to poor post-IPO performance.
MED
02:36
May 28
May 28
SpaceX long-term buy, watch valuation.
SpaceX is fundamentally transformative with Starlink delivering 60% of revenue and growing rapidly (subscribers doubled to 10M in a year), plus a massive AI addressable market via xAI and data centers. However, at a ~100x PSR and $1.75-2T target market cap, short-term overvaluation risk exists. Long-term, Starlink's growth and AI expansion justify a bullish stance, but investors should wait for a reasonable entry point rather than chasing IPO hype.
HIGH
02:32
May 26
May 26
Buy SpaceX after IPO via divided buys
SpaceX's upcoming IPO will likely see a first-day pop followed by a period of underperformance due to lock-up expirations and early investor selling. Investors should not buy on the first day but instead use a divided buying strategy over a year after listing to accumulate at lower levels. Long-term, SpaceX is a global leader and core asset.
MED
14:55
May 22
May 22
The tweet uses a violent analogy to suggest SpaceX will experience a similar negative outcome as a referenced event, implying bearish sentiment without a specific tradeable ticker.
HIGH
13:00
May 22
May 22
Retail can buy SpaceX IPO shares
SpaceX is offering 30% of its share float to retail investors in its upcoming IPO, which is unprecedented and gives retail a rare opportunity to participate in the largest IPO in history. The company has strong revenue visibility from the Anthropic compute deal, and the valuation of $1.75 trillion is supported by future growth prospects including AI data centers in space.
HIGH
22:14
May 21
May 21
SpaceX is a must-own IPO
SpaceX is not just a space company but an AI company with a $29 trillion total addressable market. It owns the infrastructure rails for the global economy, with Starlink broadband (30% growth), direct-to-cell, and orbital data centers. Current losses are due to heavy capex in Starship and AI; when those come online, they will power significant growth. The company is in the early innings of a multi-decade infrastructure cycle and cannot be valued with traditional DCF.
MED
19:48
May 21
May 21
Forward revenue justifies SpaceX $2T valuation.
Despite SpaceX trailing revenue of ~$19B and a $2T valuation implying over 100x sales, forward-looking revenue from launch ($6-7B), Starlink ($15-20B), compute ($20-25B), and AI models ($10B) could total $55-60B next year, bringing the blended multiple to ~30x sales, which is reasonable given the growth trajectory.
HIGH
21:09
May 20
May 20
SpaceX IPO is framed as a historic wealth event with Austin poised to boom, but the tweet lacks a forward-looking trade call.
HIGH
00:28
May 18
May 18
Citrini highlights SpaceX's pre-IPO valuation exceeding $2 trillion on Tradexyz, referencing past accuracy with CBRS to suggest Elon Musk is poised to become the world's first trillionaire.
HIGH
21:31
May 14
May 14
The author speculates retail investors might shift from TSLA to SPACEX but hedges with "guess" and "need more research," indicating no firm directional view.
HIGH
17:06
May 12
May 12
SpaceX will be largest company globally.
SpaceX, through its Starlink, Starship, and AI initiatives, will become the largest company on the planet. Baron believes it will be worth 10-30 trillion dollars in 10-15 years, and he is buying $1 billion at the IPO. He views the company as a game-changer with a massive space economy opportunity.
HIGH
16:13
May 12
May 12
Geiger Capital highlights SpaceX and Google exploring orbital data centers as a key development tied to Anthropic's deal, but the tweet uses hedged language and lacks an explicit forward-looking trade call.
LOW
12:58
May 12
May 12
SpaceX to become largest company ever.
SpaceX will become the largest company on the planet due to its reusable rocket technology, Starlink, space data centers, and Starship. The company could go public at $1.5-1.75 trillion and be worth $10-30 trillion in 10-15 years.
HIGH
00:05
May 09
May 09
Bitcoinduke highlights Lighter's launch of a pre-IPO perpetual market for SpaceX, noting the team's consistent shipping but expressing no personal directional view.
HIGH
20:59
May 08
May 08
The tweet promotes a new pre-IPO perpetual futures market for SpaceX on Lighter with leverage, but expresses no personal directional view.
HIGH
20:19
May 08
May 08
Lighter announces a new pre-IPO perpetual market for SpaceX with up to 3x leverage, but the tweet is a factual listing announcement without a directional view.
HIGH
15:26
May 03
May 03
Andy Constan argues that new companies like Palantir, OpenAI, and SpaceX are now funded by megacaps rather than capital markets, highlighting a structural shift in speculative financing.
HIGH
22:36
Apr 23
Apr 23
SpaceX IPO will mark generational equity top.
Equities will remain in a massive bull market driven by speculative excess until the multi-trillion dollar SpaceX IPO, which will suck liquidity out of the market and mark a generational top, presenting a massive short opportunity afterward.
HIGH
18:57
Apr 20
Apr 20
Bullish on Tesla and SpaceX long-term.
Baron Capital believes in Elon Musk, his management teams, and the long-term mission and potential of Tesla and SpaceX, viewing current prices as attractive for buying with a multi-year to decade-long investment horizon, focusing on their competitive advantages and future growth in electric vehicles, space launch, Starlink communications, and AI training.
HIGH
22:15
Apr 16
Apr 16
Avoid the SpaceX IPO due to dumping.
SpaceX moving up the vesting schedule for employee shares ahead of its IPO signals a massive retail liquidity drain and exit liquidity event, making it a highly dangerous asset to buy at launch.
HIGH
14:12
Apr 16
Apr 16
SpaceX is a remarkable company with real products.
SpaceX is a remarkable company that has been built offering important real products to the global economy, and the capital from an IPO would be meaningful; the Middle East situation might affect timing but not structurally derail such IPOs.
MED
14:01
Apr 15
Apr 15
SpaceX IPO is largest ever, a must-watch.
SpaceX has filed a confidential IPO at a $1.75 trillion valuation, the largest IPO ever, expected around June. Elon Musk has made strategic moves to merge X, XAI, and NX to make this a necessity, and the company is raising $75 billion to fund future launches.
HIGH
21:49
Apr 03
Apr 03
Chamath ordered the IPO urgency: SpaceX first, then OpenAI and Anthropic must "file quickly, get out and just get the money." He believes trillions in new market cap will cause tech sector P/E multiples to converge downward toward non-tech P/Es. A flood of giant IPOs will compete for finite capital. The first issuers (SpaceX) will be consumed eagerly, but later ones risk poor reception as investor appetite fills and the market digests the AGI/ASI risk to all other software moats. Timing is critical. These three companies have the most urgent need for capital and the strongest stories. Delaying increases the risk of being caught in a capital crunch and a sector-wide multiple compression. The IPO window closes suddenly due to macro events (e.g., Iran war escalation) or a recession. AGI proof points fail to materialize, causing loss of investor faith in the narrative.
19:57
Apr 02
Apr 02
SpaceX is approaching its IPO with a valuation that has tripled in the last 6-8 months, drawing comparisons to the massive Rivian IPO. Retail FOMO will likely drive the stock up for the first few days of trading as funds and retail accumulate, creating a massive valuation bubble. Play calls for the first 4-5 days of the IPO to capture the momentum, then switch heavily to puts as the lock-up and valuation reality sets in over the next 6 months. The initial hype could last longer than a few days, burning early put buyers.
LOW
17:03
Apr 02
Apr 02
Speaker stated "this entire mission should just have been handled and managed by SpaceX" and that future lunar landings and settlement "is going to be enabled by SpaceX." SpaceX's Starship rocket is presented as dramatically superior in cost ($10M vs. $4.1B per launch), size, payload capacity, reusability, and modern design. This efficiency is deemed critical for sustainable lunar colonization. SpaceX possesses the technological and economic edge to dominate the next phase of space exploration and lunar settlement, making it the primary beneficiary of renewed space ambitions. Catastrophic failure of Starship development or launch; significant delays in achieving reliable reusability.
15:59
Apr 02
Apr 02
SpaceX's IPO is reportedly expected to allocate as much as 30% of shares to retail investors, far above the 5-10% norm, with Elon Musk aiming to build loyalty for control from the start, similar to Tesla. High retail allocation for loyalty rather than market clearing can lead to poor price discovery and performance, as evidenced by Saudi Aramco's IPO where retail got about a third of shares and the stock went sideways for years. AVOID because the IPO may be overpriced or prioritize Musk's control over investment fundamentals, increasing risk for public market investors. If SpaceX delivers strong operational performance or retail demand is based on genuine growth prospects, the avoidance thesis could break.
00:10
Apr 02
Apr 02
Delian stated SpaceX has built "the best telecommunications business ever" through Starlink and is the only entity with the capability to take humans to the moon and Mars, with "uncapped potential upside." The company is on the cusp of an IPO, which will realize immense value for early investors (e.g., Founders Fund's 18-year hold) and has proven business lines with future expansion potential. LONG because it is positioned for "huge wealth creation" and has dominant, growing franchises in telecom and space access with a visionary leader. Execution risk in massively ambitious, capital-intensive projects like interplanetary travel. Valuation risk at a $1.75T target.
About SPACEX Analyst Coverage
Buzzberg tracks SPACEX (Space Exploration Technologies Corp.) across 23 sources. 19 bullish vs 0 bearish calls from 46 analysts. Sentiment: predominantly bullish (34%). 56 total trade ideas tracked.