Wall Street analysts have raised SpaceX's 2027 revenue forecast to $100 billion from $70 billion, with projected core earnings increasing from $28 billion to $59 billion. The revisions are driven by expectations that its AI segment will generate $60 billion in 2027 revenue, up from $38 billion in July. Models now project positive free cash flow through 2030 instead of $24 billion in cash depletion, and AI revenue of $530 billion by 2031 versus an earlier estimate of about $150 billion. Valuation scenarios place SPCX shares between $140 and $200, compared with an initial post-merger projection of $90, while TipRanks shows a Moderate Buy consensus and a $231.68 target. NYU finance professor Aswath Damodaran cautions that leasing computing infrastructure to customers including Google and Anthropic could limit the value of SpaceX's AI business because it does not directly reflect revenue from AI agents and usage or subscription products. SPCX traded at $147.90 after a 2.2% premarket decline Monday. Starlink subscribers doubled from fewer than 6 million in June 2025 to more than 12 million in June 2026, while Falcon launches rose from fewer than 50 in 2021 to more than 150 in 2025. SpaceX now accounts for 80% of worldwide orbital mass deployment, up from 45% in January 2021.