The Motley Fool
24 Oct 2026, 18:36 UTC · 1h ago
SpaceX's "Super Intelligence" Segment Just Made the Stock a Must-Own
Impact · against what's priced in
The Q3 revenue surge in SpaceX's Super Intelligence segment significantly accelerates the company's trajectory toward the $100 billion annualized revenue target that the market previously refused to price in. While the growth is massive, the accompanying capital expenditure of $16.4 billion confirms the high cash burn rate the market already expects.
- SPCX+0.40
Challenges what's priced in
- The price assumes
The path to $100 billion in annualized recurring revenue by year-end
The jump from $2.56 billion in Q2 to $7.56 billion in Q3 revenue for the SI segment suggests a growth trajectory that makes the previously discounted $100 billion annualized revenue goal far more plausible.
What SPCX's price assumes · Sep 11
