Oppenheimer analyst Timothy Horan projects significant revenue growth for SpaceX by 2026, driven by its AI and Starlink communications businesses. He highlights the impact of Starship V3, orbital data centers, and mobile Starlink.
Oppenheimer analyst Timothy Horan projects SpaceX to achieve $31.3 billion in revenue by 2026, primarily fueled by its AI and Starlink communications segments. Horan emphasizes that new technologies like the reusable Starship V3 rocket will enable orbital data centers and mobile Starlink, expanding the company’s market significantly.
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