Motley Fool Sees $10,000 in SpaceX Stock Growing to $51,500 by 2035

The Motley Fool projects a $10,000 SpaceX investment could reach roughly $51,500 by 2035, powered by AI compute leasing and Starlink growth.

At SpaceX's current price of around $148–151 since its June debut, a $10,000 investment buys roughly 66 shares, and The Motley Fool's base case turns that into about $51,500 by 2035 — a fivefold gain. The math rests on analysts' consensus estimate of nearly $2.25 trillion in annual revenue by 2035 with adjusted EPS of $41.24, paired with a reasonable price-to-sales multiple of 5, implying a stock price near $780.

The surprise for many investors is that SpaceX's growth story now runs less on rockets than on renting compute. According to The Motley Fool, SpaceX has built a 'neocloud' unit that leases excess AI computing power, recouping its infrastructure investments in about a year and recently signing a $1.1 billion per month compute deal. The company says it could double the GPUs in its Colossus 2 supercomputer by year's end. Attribution matters here: Evercore projects AI solutions and infrastructure revenue of $83 billion in 2027 versus a $47 billion consensus, while TD Cowen projects SpaceX will lease out up to 49% of its AI computing capacity through 2031.

Beyond the two core businesses lies the speculative upside: SpaceX just completed the 14th test flight of its Starship rocket, and the company is working with Nvidia on AI infrastructure designed to withstand the rigors of space. The Motley Fool argues this optionality, including potential data center satellites in orbit, should keep the stock's valuation multiples high.

The projection is a scenario, not a forecast to bank on. Because SpaceX's future revenue depends on heavy upfront capital expenditures, the analysis assumes roughly 1% annual share dilution — pushing the diluted count to about 14.4 billion shares — and even the consensus-only estimate implies a stock between $470 and $1,250. Analysts' 2035 revenue forecasts themselves span $1 trillion to just over $3 trillion, so execution on Starship, Starlink, and the AI leasing business determines which end of the range materializes. The Motley Fool's bottom line: SpaceX must execute, but many analysts expect the stock trading significantly higher by 2035 than today's price near $148.