$SPCX ROADMAP TO THE NEXT DECADE
Raymond James says SpaceX can hit ~$5T in annual revenue at ~90% EBITDA margins within next decade as Starship drives launch costs from ~$2,700/kg toward ~$100/kg while lifting payload capacity from ~23 tons to over 100 tons.
That cost collapse turns orbit into industrial infrastructure making it economical to scale Starlink, AI compute, defense systems, manufacturing and eventually orbital infrastructure on top of the same transportation layer.
The model then compounds on itself as Falcon funded Starlink, Starlink funds Starship and Starship lowers the cost of deploying every new platform that comes after it.
$SPCX
Raymond James says SpaceX can hit ~$5T in annual revenue at ~90% EBITDA margins within next decade as Starship drives launch costs from ~$2,700/kg toward ~$100/kg while lifting payload capacity from ~23 tons to over 100 tons.
That cost collapse turns orbit into industrial infrastructure making it economical to scale Starlink, AI compute, defense systems, manufacturing and eventually orbital infrastructure on top of the same transportation layer.
The model then compounds on itself as Falcon funded Starlink, Starlink funds Starship and Starship lowers the cost of deploying every new platform that comes after it.
$SPCX