Rough probabilities:
Above $135: 60%
Below $135: 40%
The bull case is that:
Starlink keeps compounding revenue growth.
Investors continue assigning premium multiples to AI, space, and infrastructure assets.
Index inclusion creates sustained institutional ownership.
The bear case is that:
The IPO enthusiasm fades.
Lockup expirations increase supply.
The market decides the valuation got too far ahead of fundamentals.
My prediction: SPCX opens around $165–180 (+22% to +33%) and finishes its first year around $170–220, assuming the broader market remains supportive. That's bullish, but not nearly as bullish as some of the projections circulating right now.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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