Creator sentiment
6 creators · 6 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Strong revenue growth: Q3 revenue up 161% to $14.6B, with Q1 2027 guidance of $33-37B, more than double Q3.
- +Three growth engines firing: Starlink connectivity, AI compute (830% growth), and space launch, with Starlink being a compounding cash cow.
- +Path to $1 trillion revenue in five years, driven by AI and global expansion, with potential Tesla merger.
- +Stock is near its IPO price of $135, offering an attractive entry point, with a five-year price target of $690.
- +Bought SpaceX twice last week because the price under $135 is very compelling versus the $152 debut.
- +Space-based data centers and full reusability are huge tailwinds, with Starmind ramping in Q3 2027.
- +Wall Street targets are extremely bullish, with Brian Wang seeing $600 by year-end 2027.
- +SpaceX has a much higher gross margin (56%) than Tesla, largely driven by Starlink.
The bear case
- −Valuation is too expensive given the company's prospects and delays in delivering on targets.
- −Regulatory hurdles could slow data center expansion and the substantial revenue opportunity from renting excess capacity.
- −A potential Tesla merger faces a tougher regulatory roadmap, adding uncertainty.
- −The stock is riskier than the average S&P 500 stock and has underperformed, so it is not a buying opportunity.
- −Price has officially broken below an ascending channel with two full candles beneath it, confirming the breakdown.
- −Even if this is a reversal point, a backtest of 130 is likely followed by continued downside.
- −The measured move of the pattern targets a drop to 115 to 113.
What StockTubers recently said
📹 SPACEX 🚨 $690 PRICE INCOMING ‼️
Strong revenue growth: Q3 revenue up 161% to $14.6B, with Q1 2027 guidance of $33-37B, more than double Q3. · Three growth engines firing: Starlink connectivity, AI compute (830% growth), and space launch, with Starlink being a compounding cash cow. · Path to $1 trillion revenue in five years, driven by AI and global expansion, with potential Tesla merger. · Stock is near its IPO price of $135, offering an attractive entry point, with a five-year price target of $690.
📹 The Concentration Trap 🚀 AI Selloff, Fastest Horse & My Value Zones
Bought SpaceX twice last week because the price under $135 is very compelling versus the $152 debut. · Space-based data centers and full reusability are huge tailwinds, with Starmind ramping in Q3 2027. · Wall Street targets are extremely bullish, with Brian Wang seeing $600 by year-end 2027.
📹 Interesting News for SpaceX Stock and Tesla Stock Investors
Valuation is too expensive given the company's prospects and delays in delivering on targets. · Regulatory hurdles could slow data center expansion and the substantial revenue opportunity from renting excess capacity. · A potential Tesla merger faces a tougher regulatory roadmap, adding uncertainty. · The stock is riskier than the average S&P 500 stock and has underperformed, so it is not a buying opportunity.
