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The SpaceX IPO (NASDAQ:SPCX) - How Could It Disrupt Your Portfolio?

By Adam Lemon
Chief Analyst and Director of Content

Adam Lemon began his role at DailyForex in 2013 when he was brought in as an in-house Chief Analyst. Adam trades Forex, stocks and other instruments in his own account. Adam believes that it is very possible for retail traders/investors to secure a positive return over time provided they limit their risks, follow trends, and persevere through short-term losing streaks – provided only reputable brokerages are used. He has previously worked with...

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The SpaceX IPO is the most anticipated initial public offering in years, but beneath the hype linger uncertainties that will likely have far-reaching market impacts, even for investors who do not invest in SpaceX (NASDAQ:SPCX).

Retail investors have been able to participate through several ETFs, and numerous online brokers enable traders to participate in the IPO. Still, the size of its listing has a small but growing sector of the market worried, and regulatory concerns have already emerged before its first trading day.

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Why Does the SpaceX IPO Matter?

AI has captured headlines since the release of ChatGPT and Anthropic, but the space sector has seen more industries consider it, including massive data centers that power AI infrastructure. SpaceX offers retail investors access to the space economy by establishing itself as a core player in delivering assets to space. Sentiment heading into the SpaceX IPO has been growing, with hopes that Elon Musk will repeat what he has done with Tesla (NASDAQ:TSLA) in the electric car sector.

The unprecedented scale and valuations will impact market dynamics, index composition, and the broader IPO market in 2026. It has drawn warnings from several analysts and fund managers and has also led Senator Warren to ask the Securities and Exchange Commission to delay SpaceX's IPO.

SpaceX IPO Facts You Should Consider

SpaceX seeks to raise $75 billion during its IPO in a dual-class (Class A and Class B) share structure, with the price fixed at $135 per share. It will value SpaceX at $1.77 trillion, making it one of the most valuable companies globally based on market capitalization. While that is impressive, investors should consider that SpaceX booked $18.7 billion in revenue in its pre-IPO year, with a net loss of $4.2 billion.

Among the other nine publicly listed companies with a market cap over $1 trillion, Micron (NASDAQ:MU) is the smallest by revenue with $58 billion, while Elon Musk’s Tesla is the least profitable, generating $3.8 billion of net income. SpaceX will place it at the top of both categories that a publicly listed company with investor scrutiny should avoid.

Still, SpaceX offers access to massive orbital data centers for infrastructure projects and future space technology through its Mars colonization plans, and it will shape how deep-tech and space-economy companies interact with public markets.

The SpaceX IPO Hype is Masking Structural Issues

While SpaceX allocates 30% of its shares to retail traders, unlike the 5% to 10% of previous IPOs, the rich valuations with a price-to-sales ratio of approximately 94, comparable to NVIDIA’s 36 and Tesla’s 12, raise concerns. Following the IPO, Elon Musk will own 42% of SpaceX, but his Class B shares carry ten votes each, granting him 84% of voting rights. It grants investors exposure to his vision for SpaceX but essentially no voting power over governance, capital allocation, and strategy.

The so-called Musk-Factor is magnified by the massive overvaluation of the SpaceX IPO, based on uncertain future outcomes that may not materialize as Musk currently envisions, while he must split his attention between Tesla and SpaceX. Competition is also heating up, and Tesla presents an excellent road map to the challenges SpaceX may face, especially from China, but much sooner.

One Layer Underneath the SpaceX Structure

SpaceX comprises three distinct but structurally different companies, which brings another factor into consideration, like what Honeywell International (NASDAQ:HON) has done: splitting into three separate publicly listed companies to focus resources and unlock shareholder value.

The SpaceX IPO bundles its three business units into a single entity, but investors may soon begin to question this strategy. For example, the Starlink satellite network is the sole profitable unit and may benefit from being outside the SpaceX umbrella. The launch services division is the market leader in rocket launches, which Starlink uses, and generates the most gross revenue per unit, while its AI and compute segment is the cash burn of the operation. The latter is the wild card, but SpaceX may experience the growth necessary to intertwine the futures of all three business units.

What’s Next for SpaceX?

Regardless of whether investors participate in the SpaceX IPO, they are likely to feel some impact. The weeks following the IPO should provide medium-term direction and could deliver some answers, including how index compositions and volatility will change, how the rest of the 2026 IPO market will shape up amid the massive capital drain that SpaceX represents, and how the valuation disconnected from fundamental reality plays out.

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Chief Analyst and Director of Content

Adam Lemon began his role at DailyForex in 2013 when he was brought in as an in-house Chief Analyst. Adam trades Forex, stocks and other instruments in his own account. Adam believes that it is very possible for retail traders/investors to secure a positive return over time provided they limit their risks, follow trends, and persevere through short-term losing streaks – provided only reputable brokerages are used. He has previously worked within financial markets over a 12-year period, including 6 years with Merrill Lynch.

As seen on: Pairs Of Aces, FX Street, FX Academy, TalkMarkets, Gold Eagle, Traders Union

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