“I think SpaceX might be able to reach approximately $1T revenue in 2030. And I would be surprised if revenue is not greater than $1T in 2031.”
Posted days after SpaceX's record $86B IPO; SpaceX reported $18.7B of 2025 revenue, versus Morgan Stanley's ~$330B and Goldman's higher 2030 estimates. Management's internal $1T target was pulled forward from 2031 to 2030 on the Q2 2026 call.