ARK Invest Chief Futurist Brett Winton stated that investors are currently underrating the earning potential of SpaceX. According to Winton, each Starship flight could generate more than $700 million in incremental annual revenue, a figure he expects to increase as the company monetizes artificial intelligence software through its satellite operations.
SpaceX shares rose about 6% to approximately $158.86, bringing the company's market capitalization back to about $2.0 trillion. The share price increase followed a series of successful missions, which included three launches within a 13-hour window. These missions involved sending a Crew Dragon capsule to the International Space Station, executing the 18th Transporter rideshare mission carrying 130 payloads, and launching a National Reconnaissance Office satellite on a Falcon Heavy.
Additional financial momentum came from corporate agreements. A June agreement with Alphabet provides SpaceX with $920 million a month over 32 months, totaling $29.4 billion. A separate contract with Anthropic adds $1.25 billion a month, enabling the company to generate nearly $2.2 billion monthly from AI services.
In June 2025, ARK and aerospace research firm Mach33 released an open-source model projecting that SpaceX will be valued at approximately $2.5 trillion by 2030, with a bull case of $3.1 trillion and a bear case of $1.7 trillion. The baseline figure accounts for an estimated 38% annual growth from SpaceX's $350 billion valuation round in December 2024.
Following SpaceX's Nasdaq debut at $150 per share, ARK added to its holdings by purchasing about $32.5 million of stock, building on an initial $444.3 million purchase on the first trading day. Cathie Wood, CEO of ARK, noted in July that SpaceX could become a historically significant company. In September, ARK tokenized its ARK Venture Fund on Ethereum via Securitize to allow eligible U.S. investors to subscribe using USDC, with SpaceX representing the fund's top position at 7.54%.
