Morgan Stanley Forecasts Massive Revenue Expansion for SpaceX by 2040
Key takeaways
- The investment bank expects artificial intelligence-related activities to become a major driver of growth for the aerospace and satellite company over the coming years.
- The forecast comes as SpaceX has begun meeting potential investors as part of its IPO roadshow.
- According to the report, Morgan Stanley estimates that SpaceX’s AI-focused operations could produce roughly $190 billion in revenue by 2030.
Morgan Stanley Forecasts Massive Revenue Expansion for Space X by 2040 Fiona Craig Sat, June 6, 2026 at 11:58 PM GMT+7 1 min read SPAX.PVT MS spacex hanger NEW SIZE ©Daniel Oberhaus Morgan Stanley believes Space X (NASDAQ:SPCX) could generate as much as $3.4 trillion in annual revenue by 2040, according to a Wall Street Journal report published Friday that cited sources familiar with the bank’s projections.
The investment bank expects artificial intelligence-related activities to become a major driver of growth for the aerospace and satellite company over the coming years.
The forecast comes as SpaceX has begun meeting potential investors as part of its IPO roadshow. The company is seeking to raise $75 billion through its planned stock market debut, a transaction that would rank as the largest initial public offering ever completed.