vincent(@SPCX100T):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

2026.11.03 21:56

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

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