Investment banks reevaluate SpaceX's record-breaking potential ahead of its IPO

degenwhisperer · 2026-02-10T00:06:10+00:00

The prospect of SpaceX's IPO is prompting urgent reassessment among financial institutions, driven by impressive financial data. With revenues of $150-160 billion and a dominant Starlink division, analysts anticipate a valuation exceeding the previous estimate of $1.5 trillion, reflecting SpaceX's significant growth and profitability.

degenwhisperer

2026-02-10 00:06:10

Abstract generation in progress

The prospect of a SpaceX IPO is triggering a chain reaction among financial institutions. According to information relayed by Reuters and commented on by AB Kuai.Dong on X, investment banks are currently conducting an urgent reassessment of the company founded by Elon Musk in response to the particularly impressive financial data that has emerged.

Financial Performance Justifies a Strategic Revaluation

The past year confirmed SpaceX’s upward trajectory, with revenues ranging between $150 billion and $160 billion and an EBITDA approaching $80 billion. These figures far exceed market expectations and reflect the strength of the commercial empire built around space activities.

Starlink, the group’s satellite internet division, stands out as the main financial driver. This connectivity platform accounts for between 50% and 80% of total revenue and relies on a user base exceeding 9 million subscribers, which is experiencing remarkable growth. This rapid growth dynamic is redefining the valuation calculations that financial analysts previously used.

Toward a Historically Higher Valuation

The previous consensus estimated SpaceX’s value at around $1.5 trillion. However, the ongoing reassessment by financial institutions suggests that this amount will be significantly surpassed. Operational data, particularly Starlink’s profitability and growth prospects, form the foundation of this upward reevaluation.

Various timing estimates for this IPO have been circulating for several months, with an earlier hypothesis placing it around the symbolic date of June 28, coinciding with the founder’s anniversary. Regardless of the exact schedule, what remains certain is that the capital markets are preparing to welcome a company whose scale and profitability are redefining industry standards in aerospace.

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