A r/ValueInvesting post analyzing SpaceX’s valuation and potential acquisition by Tesla drew 538 upvotes and 188 comments.
The discussion centered on whether SpaceX, down 41% from its peak, is still overvalued — and what a Tesla tie-up would mean for both companies.
TSLA recorded 5 posts, 62 comments, and a neutral sentiment score of 0.51 on Reddit, reflecting moderate but focused investor interest.
While ![]()
SpaceX Valuation Draws Scrutiny
The author argued that SpaceX, despite a sharp drop from its post-IPO peak of $225.64 to below its $135 IPO price, remains expensive relative to earnings. With roughly $1.8 trillion market cap and just $4.69 billion in Q1 2026 revenue (against a $4.28 billion loss), the post suggested the stock would need earnings akin to Apple’s to justify its valuation. The alternative bull case — comparing SpaceX to Amazon during its heavy investment phase — was also weighed, with the key difference that Amazon had AWS as a cash cow to fund its buildout.
The mention of a ![]()
TSLA’s Reddit Footprint: Modest but Focused
Across Reddit, ![]()
Subscribe to Tendie.bot for more market recaps.
