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SpaceX Stock in Focus: Starlink's Growth and a $100 Billion Spaceport Fuel Reddit Buzz

A deluge of catalysts — from Starlink's 86% EBITDA growth to a $100 billion Starship spaceport — drove SPCX to the forefront of Reddit discussion on Wednesday.

  1. 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
    $SPCX.

  2. SpaceX announced a $100 billion Starship spaceport in Louisiana, raising both excitement and questions about massive capital expenditures.

  3. Wall Street analysts have set an $800 price target on

    SPCX
    $SPCX by 2031, implying 484% upside, though the target is considered optimistic given historical AI bubbles.

Shares of

SPCX
$SPCX were a focal point on Reddit on Wednesday, with 10 posts, 212 comments, and a moderately positive sentiment score of 0.134. The spike in discussion coincided with a barrage of company-specific news that touched on every major pillar of the SpaceX growth story — from Starlink's accelerating subscriber base to a historic infrastructure bet on Starship. Retail investors were weighing the near-term financials against an ambitious, capital-intensive future.

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

SPCX
$SPCX continues to trade at a premium valuation tied to its AI opportunity — estimated at $26.5 trillion.

SPCX

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

SPCX
$SPCX by 2031, implying 484% upside — though the article itself cautioned the target may be overly optimistic. Meanwhile, Elon Musk's recent remarks about SpaceX needing 15–20 gigawatts of power by the end of next year sparked a separate thread about energy infrastructure. Reddit users noted that this level of demand could benefit nuclear startups like
OKLO
$OKLO
, given the scramble for reliable AI data center power.

The contrasting narratives — surging Starlink profitability vs. massive Starship capex, record valuation vs. analyst skepticism — kept

SPCX
$SPCX at the center of retail investor attention on August 26. With fresh catalysts appearing almost daily, the stock looks set to remain a staple of the conversation.

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