The Motley Fool
14 Oct 2026, 06:05 UTC · 2h ago
Starlink Is Adding 570,000 Subscribers a Month. Here's What That's Worth To SpaceX.
Impact · against what's priced in
The subscriber growth and revenue contributions from Starlink are negligible catalysts given the company's $2.1T valuation and current AI-centric pricing. The deployment of V3 satellites provides a modest capacity update, but the market remains skeptical of the scaling required to avoid subscriber ceilings without regular Starship launches.
- SPCX+0.00
Already priced in
- The price assumes
92% year-over-year revenue growth and $7.8 billion quarterly revenue
The 1.7 million net subscriber additions in Q2 2026 and the resulting $5.4 billion in projected annual recurring revenue simply confirm the aggressive growth trajectory the market has already integrated into the current price.
What SPCX's price assumes · Sep 11
