Added to YB: 2026-08-25
Pitch date: 2026-08-21
SPCX [bullish]
Space Exploration Technologies Corp.
+10.62%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
Company Info
Space Exploration Technologies Corp. provides satellite-based broadband services in the United States, Ireland, Canada, and internationally.
Market Cap
$2.1T
Pitch Price
$134.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
292.97
P/E
-67.23
EV/Sales
87.33
Sector
Diversified Telecommunication Services
Category
growth
Why I bought $SPCX
SPCX (new position): Bought at $112 (~3% portfolio). ~15x Price/ARR on $100B ARR guide this year; SemiAnalysis sees $300B+ ARR by 2027 (5x P/ARR), driven by ~10GW compute. Grok underpriced w/ SpaceX/Tesla engineering data edge; Starlink/Space moat. Hedges TSLA merger dilution. $10T target 5-10yr.
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