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A forecast of the fair market value of SpaceX's businesses

2026100 points205 comments Tech Industry & Business details

FutureSearch's fundamentals-based forecast of SpaceX (SPCX), updated October 16, 2026. The stock fell from $192 to about $108 on the first post-IPO earnings report, then recovered to about $146, reopening a gap of about 50% to our $1.25 trillion sum-of-the-parts fair value. Revenue is doubling and the AI compute…