Overview

• Monte Carlo simulations by ARK Invest and Mach33 forecast a $2.5 trillion base-case enterprise value for SpaceX by 2030, up from $350 billion in 2024, with bear- and bull-case estimates of $1.7 trillion and $3.1 trillion respectively.
• The analysis anticipates Starlink’s constellation growing to roughly 42,000 satellites and generating about $300 billion in annual revenue once fully deployed around 2035.
• Starlink’s network spans 140 countries and delivers connectivity in rural and underserved markets as an alternative to slow terrestrial internet.
• SpaceX has secured over $20 billion in U.S. government contracts over the past 15 years, underpinning its revenue stability and supporting ongoing expansion.
• Elon Musk’s Mars colonization roadmap depends on Starlink’s cash flow to fund Martian infrastructure built by Tesla’s Optimus robots and The Boring Company’s tunneling equipment.