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SpaceX rated Strong Buy on growth in launches, Starlink, and AI, targeting $100B AI revenue by year-end.

Analyst Insights
26 Sep 2026
Seeking Alpha
View Source
Bullish
SpaceX rated Strong Buy on growth in launches, Starlink, and AI, targeting $100B AI revenue by year-end.

SpaceX has received a Strong Buy rating due to strong growth in its launch services, Starlink satellite internet, and especially its expanding AI segment. The company's new AI product, Grok Bot, is quickly gaining market traction and is expected to significantly increase business and enterprise revenues. Management aims to reach $100 billion in annual recurring revenue from AI by the end of the year, with total revenue potentially nearing $300 billion by 2030. Despite risks, projections show about 27% annual returns through 2030 based on a conservative valuation multiple.

SpaceX stock trades at USD 148.67 on Pluang as of Sep 26, 2026, 13:31 WIB, showing a 0.43% gain in one day. The stock's market cap stands at $1.95 trillion with a 64% buy order activity. Investors hold the stock for an average of 37 days on the platform, indicating steady interest amid the company's AI growth prospects.

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