Is SpaceX a buy or a sell?
Discover how I’m trading SPCX shares right now. And the 5 hidden partners that are critical to Elon Musk’s Ultimate Master Plan.
SpaceX priced its IPO at $135 a share. It opened at $150 and ran all the way up to $225. The stock has since pulled back to around $156 — the lowest level since IPO day on June 12.
A lot of people look at this chart – and think it’s a signal to SELL SpaceX.
Frankly, I think that’s a mistake.
I bought IPO shares at $135. I bought more around $180. And I'm planning to buy more in the open market right now at $156.
Why am I buying SpaceX? It’s due to the company’s explosive growth.
SpaceX generated $18.7 billion in revenue in 2025, up 33% from about $14 billion in 2024.
Starlink, the satellite network, is already the profit engine. It brought in $11.4 billion last year — about 60% of total revenue — and posted a roughly 39% operating margin. It now serves more than 10 million subscribers.
The accelerant is the AI data center business. SpaceX is leasing compute capacity to the biggest names in artificial intelligence.
· Anthropic is paying about $1.25 billion a month.
· Google starts paying roughly $920 million a month this October.
· Reflection AI just signed a deal for $150 million a month.
Stack those up and the AI neocloud business reaches a run rate near $28 billion a year by late 2026 — more than the entire company brought in last year.
That's why the growth projections are so high. Some analysts predict that revenue will double to around $34 billion this year. And sales could $64 billion in 2027.
Looking forward, I believe SpaceX can grow revenue around 50% a year for the next five years. And the stock could double over the next couple years.
I also would NEVER bet against Elon Musk. People have done that at every stage of Tesla and SpaceX. And it has rarely worked out well.
But here's the part most investors are missing.
SpaceX doesn't build everything itself.
I’ve found five undiscover SpaceX partners are critical to the company's success — and these stocks could see outsized gains as SpaceX scales. These stocks offer far more upside than SPCX itself.
The bottom line: I'm buying SpaceX for the explosive growth. But the bigger opportunity may be in the five hidden stocks behind it.
Ian Wyatt
Editor, IPO Watch