SpaceX IPO coming in mid to late 2026

Davidhelp

Recycles dryer sheets
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Good news about the stock.
SpaceX owns Starlink.
I have been waiting on Starlink but it may not happen anytime soon.
They launch the Starlink satellites in orbit. Starlink is internet and will soon have cell phone coverage for everyone in the world plus tv and movies and sports. Think your cable company in orbit.

I will sell my AMD shares when the SpaceX IPO is available. 🚀
You will be richer next year if you buy.

The AMD & OpenAI deal is figuring $600 a share in 4 years with OpenAI buying AMD stock at just 1 penny each as the AMD meets price levels so both companies have incentive to make the deal work. AMD stock has risen about $140+ since April 2025. Rose as high as about $180+.

On Thursday AMD stock was $221+ and had a high of $264+ on Oct 29 so hopefully it will be $400 next year. The deal was figuring $300 by mid 2026. I would be well off with the AMD stock but I see SpaceX making much more.
I wonder if they will spin off Starlink next year or after. That would be great as you would get two IPO’s that would go way up in price.

The question is how much per initial share of SpaceX and can I buy at that price or have to buy higher so the insiders get their money first. 🚀

SpaceX Targeting 2026 IPO
mid to late 2026
$1.5 trillion valuation....
 
FWIW the United Express Mesa Airlines flight had Starlink. Very nice, could use my iPad.

In terms of the IPO - don’t tell DH! Actually, I’m sure he already knows.
 
I’m sure a SpaceX IPO will be heavily hyped and probably hard to get in on at the ground floor, much like a hypothetical ChatGPT IPO. No doubt, 2026 will be interesting.
 
You can get some SpaceX exposure today.

Barron Partners Fund Retail has about 10% SpaceX plus a good chunk of TSLA.

SATS just sold bandwidth to SpaceX and got paid half in stock. But the price jumped a lot in the past week.

DXYZ is a closed end fund that holds about 30% SpaceX exposure. But the premium to NAV is huge.

Elon has hinted that long term TSLA stock holders may get some sort of IPO preference.
 
Doesn't Google own 10% of SpaceX or something? Yeah but its market cap is 3.6T so I guess even a $1T valuation for SpaceX barely moves GOOG.
 
Color me skeptical. Indeed, I take news of a Space-X IPO as a bearish signal. Such companies have no dearth of eager private-sector investors. Why go IPO? It's a harbinger of saturation.

A related lesson is to scrupulously avoid investing in aerospace... I speak as an aerospace engineer. It's one thing for the technology to hold substantial promise. It's quite another for that promise to translate into success on Wall Street.
 
Thousands of Starlink and other mini-satellites orbiting up there or yet to launch are also space debris. Other countries will want to own their own fleets too, for surveillance, military, and other purposes, which will add to the problem.
 
Good news about the stock.
SpaceX owns Starlink.
I have been waiting on Starlink but it may not happen anytime soon.
They launch the Starlink satellites in orbit. Starlink is internet and will soon have cell phone coverage for everyone in the world plus tv and movies and sports. Think your cable company in orbit.

I will sell my AMD shares when the SpaceX IPO is available. 🚀
You will be richer next year if you buy.

The AMD & OpenAI deal is figuring $600 a share in 4 years with OpenAI buying AMD stock at just 1 penny each as the AMD meets price levels so both companies have incentive to make the deal work. AMD stock has risen about $140+ since April 2025. Rose as high as about $180+.

On Thursday AMD stock was $221+ and had a high of $264+ on Oct 29 so hopefully it will be $400 next year. The deal was figuring $300 by mid 2026. I would be well off with the AMD stock but I see SpaceX making much more.
I wonder if they will spin off Starlink next year or after. That would be great as you would get two IPO’s that would go way up in price.

The question is how much per initial share of SpaceX and can I buy at that price or have to buy higher so the insiders get their money first. 🚀

SpaceX Targeting 2026 IPO
mid to late 2026
$1.5 trillion valuation....
I've invested in the XOVR ETF which is over 8% invested in SpaceX. It should reap the benefit of the IPO whenever it happens.
 
When I looked last week, Barron Partner Fund Retail (BPTRX) listed its SpaceX holdings as 17%.
 
I didn’t realize that Alphabet owned 7.5%. They provided some financing along with Fidelity in 2015. I think their interest is Starlink.
 
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Alphabet does but their stake is $60B (based on $880B valuation). Alphabet market cap is about $3.79T so SpaceX is less than 2%.

Echostar Corporation (SATS) owns 2.6% to 3% of SpaceX, which is about 35% to 37% of their market cap. They sold some spectrum to SpaceX last month. Unfortunately their stock jumped before I got much.
 
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I am also invested in XOVR.
Same here. Bought into XOVR awhile back. Have increased my holdings before the announcement and will buy more if it drops to my average or below my average. If you look at the dilution they have had and the cash they had it looks like they increased the percentage of the SpaceX holding from 2% to currently at 10% according to their home page. I am not holding my breath for any large increase in share price yet but it was possibly good to get in around 19 a share.
 
I’ve had quite enough of Elon Musk in 2025. If his stocks succeed, I’m happy to let them pump my stock index fund. Otherwise, the Key Man Risk is, well, stratospheric.
Don't you mean astronomic?

I don't much care about the person involved - I'm just amazed at the technology. I think there's money to be made.
 
If things go well, SpaceX could be the British East India Company of the 21st century (well maybe 22nd?).
 
I'm definitely interested. The Starlink revenue will be what helps sustain the SpaceX endeavors to Mars.
 
Don't you mean astronomic?

I don't much care about the person involved - I'm just amazed at the technology. I think there's money to be made.
Let me rephrase. The key man risk here is galactic, and I bet the market will reflect it, just like the market has priced the same problem in to Tesla, which ought to be in much better profitable shape.

Imagine no Elon Musk, because he cracks up mentally or has a heart attack due to no sleep and too much ketamine, and the board removes him. Shades of Howard Hughes. Does SpaceX succeed with no Elon Musk?

Now imagine the man-child CEO’s mercurial political antics and reflexive, offensive tweets further alienate the providers of tax payer-funded government contracts. Surely a future administration will want to diversify away from reliance on SpaceX. Regardless of product excellence, the man goes out of his way to alienate his customers, whether Tesla or Twitter. More key man risk everywhere. What is the damage to earnings? I like monopolies, sure, but monopsonies are at risk with this particular man at the helm.

YMMV. If you’re right and I’m wrong, I welcome the fattening of my index funds.
 
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Let me rephrase. The key man risk here is galactic, and I bet the market will reflect it, just like the market has priced the same problem in to Tesla, which ought to be in much better profitable shape.

Imagine no Elon Musk, because he cracks up mentally or has a heart attack due to no sleep and too much ketamine, and the board removes him. Shades of Howard Hughes. Does SpaceX succeed with no Elon Musk?

Now imagine the man-child CEO’s mercurial political antics and reflexive, offensive tweets further alienate the providers of tax payer-funded government contracts. Surely a future administration will want to diversify away from reliance on SpaceX. Regardless of product excellence, the man goes out of his way to alienate his customers, whether Tesla or Twitter. More key man risk everywhere. What is the damage to earnings? I like monopolies, sure, but monopsonies are at risk with this particular man at the helm.

YMMV. If you’re right and I’m wrong, I welcome the fattening of my index funds.
Even without all that, there is that One-Person, hit by a bus, risk. Well before her legal issues, when Martha Stewart IPO'd there was a lot of "but what happens after her?" type of chatter.

Sure, in her case her face and life is the brand, her aesthetic. I don't believe Musk is the grand genius designer behind his products, and I believe his companies may do better with him out of the way, for your reasons and others. Just like Apple has done well after Jobs. Good companies worthy of investment don't ebb and flow on a single person.

Either way, yes, those investing in the IPO will do well in the near term for sure, but good luck getting in. It won't be through any retail day trading account, not anywhere near to the opening price.
 
I personally am not touching anything Elon manages. I feel like Tesla is a house of cards ready to fall... X.ai being worth hundreds of billions is mind-blowing... I might be proved wrong, but I just can't support the scam...
 
I personally am not touching anything Elon manages. I feel like Tesla is a house of cards ready to fall... X.ai being worth hundreds of billions is mind-blowing... I might be proved wrong, but I just can't support the scam...
Scam? That's a pretty strong word for the richest person in the world. Love or hate him, he has changed his world.

I currently have no need for any EM products or investments. But I don't see any scam there.

When I think of EM, I think of someone like Thomas Edison. TE was an amazing inventor and business man of his time. Not so sure he was a nice person but he did change his world. YMMV
 
Good news about the stock.
SpaceX owns Starlink.
I have been waiting on Starlink but it may not happen anytime soon.
They launch the Starlink satellites in orbit. Starlink is internet and will soon have cell phone coverage for everyone in the world plus tv and movies and sports. Think your cable company in orbit.

I will sell my AMD shares when the SpaceX IPO is available. 🚀
You will be richer next year if you buy.

The AMD & OpenAI deal is figuring $600 a share in 4 years with OpenAI buying AMD stock at just 1 penny each as the AMD meets price levels so both companies have incentive to make the deal work. AMD stock has risen about $140+ since April 2025. Rose as high as about $180+.

On Thursday AMD stock was $221+ and had a high of $264+ on Oct 29 so hopefully it will be $400 next year. The deal was figuring $300 by mid 2026. I would be well off with the AMD stock but I see SpaceX making much more.
I wonder if they will spin off Starlink next year or after. That would be great as you would get two IPO’s that would go way up in price.

The question is how much per initial share of SpaceX and can I buy at that price or have to buy higher so the insiders get their money first. 🚀

SpaceX Targeting 2026 IPO
mid to late 2026
$1.5 trillion valuation....
I am waiting for the filing of the IPO but inclined to consider getting in early. I think Starlink is proving to be a disrupter to telecom for wireless and fiber and has a niche for solving coverage issues. SpaceX continues to receive large funding from the government even with all the political issues that have come up.
 
They launch the Starlink satellites in orbit. Starlink is internet and will soon have cell phone coverage for everyone in the world plus tv and movies and sports. Think your cable company in orbit.
Very nice, but is the service free? Only 12% of the world population make more than $1000/month.

How much does a Starlink subscription cost, and how much does a person need to make to be able to afford it? And if a person already has cheaper Internet service via cable modem, DSL, or cellphone 5G, does he switch to a more expensive Starlink service?
 
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