Goldman Sachs is forecasting a massive leap in SpaceX’s AI revenue, from $3.2 billion in 2025 to $322 billion by 2030. That projection underpins the investment bank’s proposed $1.78 trillion valuation for the company’s anticipated initial public offering.
The outlook signals growing confidence that SpaceX’s AI capabilities will become a major earnings driver, significantly boosting its overall market capitalization. Market pricing already reflects strong expectations for an IPO by the end of June 2026, with contracts on Polymarket showing a 98% probability of that timeline.
Investors are now watching for official announcements from SpaceX or its underwriters regarding the IPO schedule and valuation targets. Any developments in SpaceX’s AI projects-or shifts in the geopolitical and economic landscape affecting aerospace-could further influence market sentiment.