Goldman Sachs expects SpaceX revenue to increase 100x to $322 billion by 2030
u/Flipslips ·
Reddit — r/stocks
· June 04, 2026 at 18:19
· ⬆ 72 pts
· 💬 94 comments
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Summary
The post highlights Goldman Sachs' claim that SpaceX revenue could 100x to $322B by 2030, driven by AI and hardware leasing (e.g., xAI acquisition, Anthropic deal).
The author is skeptical of the extreme estimate compared to Morningstar’s analysis and wonders if SpaceX can monetize hardware further.
Quality assessment: Speculation and commentary on a pre-IPO research note, not well-researched DD; relies on a single conflicted source.
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Today, Goldman Sachs said they expect SpaceX revenue to increase dramatically in the next 3.5 years to $322 billion. They said it will be largely driven by AI.
With the xAI acquisition, SpaceX does have a lot of hardware. I wonder if they could do more things such as the Anthropic deal, renting out hardware for other companies to use. Clearly, companies are willing to pay extreme amounts of money (Anthropic is paying billions to rent compute from SpaceX).
It is pretty interesting to see the huge variation from estimates from Morningstar compared to Goldman Sachs here