Fool - Investing News
28 May 2026, 03:02 UTC · 2h ago
Source · https://www.fool.com/investing/2026/05/27/spacex-could-be-worth-more-than-tesla-the-moment-i/
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SpaceX has filed an S-1 for a potential Nasdaq IPO with a targeted valuation between $1.75 trillion and $2 trillion. — An IPO of this size would be one of the largest in history, creating a massive new benchmark for private and public aerospace/tech valuations.
+0.90The Starlink segment reported 2025 revenue of $11.4 billion (up nearly 50% YoY) and an adjusted EBITDA of $7.2 billion. — Strong financial performance and rapid subscriber growth in the satellite connectivity business justify the high valuation premium.
+0.60Tesla experienced its first annual revenue decline in 2025 and reported Q1 2026 deliveries that missed expectations. — Weakening fundamentals for Tesla contrast sharply with SpaceX's growth, potentially shifting investor preference between Musk's entities.
-0.50SpaceX's consolidated AI segment, including xAI, reported a loss of $6.4 billion in 2025 and $2.5 billion in Q1. — Substantial losses in the AI division offset Starlink's gains and highlight the high burn rate associated with orbital AI ambitions.
-0.40SpaceX expects to deploy orbital AI compute satellites as early as 2028. — Provides a long-term growth catalyst and strategic direction for the company's AI investment.
+0.30Ticker attribution
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The company is experiencing its first year of annual revenue decline and missed delivery expectations.
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