u/rookieinvestor17 ·
Reddit — r/ValueInvesting
· August 07, 2026 at 06:37
· ⬆ 15 pts
· 💬 20 comments
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AI Summary
Summary
Author questions SpaceX's $200+ share price targets from major banks, arguing key revenue streams are overvalued.
Claims AI revenue is tied to Twitter/xAI at a generous $60B valuation, Starlink can't replace fiber as primary internet, and launch business is negative margin.
Post is a genuine skepticism-based query rather than deep due diligence; more speculative commentary than data-driven research.
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Comments20
Upvote %86%
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Why is everyone including top banks putting a price target of 200 plus on the share.
Literally their AI business revenue is either from twitter or from xAI which was generous valuation at 60B.
Same with their starlink. It can never be primary internet provider given optic fiber is far more stable and cheap, I feel it has maxed out if anything.
Satellite launch business is pretty much negative revenue.
So what am I missing that all these analysts are seeing.
Not trying to rage bait or anything, sorry if someone feels like that, just a genuine question.