vincent
@SPCX100T
Joined August 2013
448 Following 248.6K Followers
News: Morgan Stanley just nearly doubled $SPCX SpaceX’s 2027 revenue to $175B, up 93%.
FCF positive pulled forward four years to 2031, not 2035. About $280B less debt needed.
At $140, SPCX trades at 17.6x 2028 earnings — cheaper than the S&P’s 17.7x, while growing earnings at roughly 150% CAGR from 2026 to 2030.
My own model says even that is conservative — 2027 revenue can easily above $200B
Show more
