The Motley Fool
17 Jul 2026, 06:30 UTC · 1h ago
3 Reasons SpaceX Stock Could Drop 30% by 2028
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
17 Jul 2026, 06:30 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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SpaceX's AI segment reported an operating loss of $6.4 billion against $3.2 billion in revenue for 2025. — Heavy losses in the primary growth engine (AI) create fundamental valuation risks, especially since the market is currently penalizing companies with high AI spend and low ROI.
-0.70SpaceX's share price has fallen from a high of $225 back to its IPO price of approximately $135. — A 40% decline from peak indicates a significant loss of investor momentum and a shift toward fundamental evaluation.
-0.50Japan and China have successfully tested reusable rockets, challenging SpaceX's absolute technological advantage in the space industry. — Increased global competition reduces the company's moat and could lower the long-term valuation premium.
-0.30Continue reading
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SpaceX carries a $1.8 trillion valuation despite not being consistently profitable. — The gap between market capitalization and actual earnings makes the stock highly susceptible to volatility if growth expectations are missed.
-0.20Which stocks this story touches
The article warns that the stock could decline further due to a lack of profitability in its AI segment and increasing international competition.
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Reuters
3h ago
