Starlink is adding over 500,000 subscribers monthly and posted 86% EBITDA growth, reinforcing its role as a critical near-term profit driver for
$SPCX.
SpaceX announced a $100 billion Starship spaceport in Louisiana, raising both excitement and questions about massive capital expenditures.
Wall Street analysts have set an $800 price target on
$SPCX by 2031, implying 484% upside, though the target is considered optimistic given historical AI bubbles.
Shares of ![]()
Starlink Subscriber Growth Hits a Critical Milestone
The most impactful catalyst came from a Motley Fool report highlighting that SpaceX is adding over 500,000 Starlink subscribers every month. The segment has now doubled its subscriber base year-over-year and posted an impressive 86% EBITDA growth. For a company that reported a $541 million loss last quarter, Starlink's profitability is increasingly essential. Reddit users focused on the tension: Starlink is becoming a cash cow, but SpaceX faces years of heavy AI-related spending that could keep the overall ledger in the red for some time.
A $100 Billion Starship Spaceport
Adding to the buzz, SpaceX announced a $100 billion investment in a new Starship spaceport in Louisiana — a 125,000-acre site with five launch complexes and construction beginning in 2027. The sheer scale of the commitment generated debate in the comments. While the company's Q2 2026 revenue hit $7.8 billion (up 92% YoY), capital expenditures have already reached $28.5 billion in the first half of 2026. Reddit users questioned whether Starship's commercial viability will justify the spending, especially as ![]()
Wall Street Targets and AI Energy Demands
Analyst commentary added further fuel. One Motley Fool piece cited a Wall Street price target of $800 for ![]()
![]()
The contrasting narratives — surging Starlink profitability vs. massive Starship capex, record valuation vs. analyst skepticism — kept ![]()
Subscribe to Tendie.bot for more market recaps.
