Next Tuesday, Aug. 4, is going to be a big day in the stock market. The IPO stock Space Exploration Technologies (NASDAQ: SPCX) will report its first earnings as a public company. Investors are expecting massive growth and guidance from the Elon Musk enterprise, which was the largest IPO in history earlier this year.
There is also the flood of unlocked insider shares about to hit the market, which could cause even more volatility for shareholders. Here’s the skinny on the upcoming earnings report, the post-IPO dynamics, and whether SpaceX stock could be a buy for long-term investors today.
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SpaceX’s massive expectations
When SpaceX reports earnings, investors will be looking at the continued progress of its space and artificial intelligence (AI) endeavors. Importantly, investors care about the growth of the Starlink satellite internet business, which is supposed to be the major cash cow in the next few years. In 2025, this segment grew revenue 50% year over year with impressive profit margins.
There are also expectations of accelerated growth from the AI infrastructure business, which generated only $3.2 billion in revenue last year, including advertising sales from X, the platform formerly known as Twitter. With major deals signed with the likes of Anthropic and Alphabet to sell AI compute at its data centers, SpaceX should begin to see growth accelerate this quarter, with expectations for even greater AI gains in the years ahead.
All told, investors are expecting second-quarter revenues of $6.9 billion, representing 68% year-over-year growth. However, for Wall Street analysts, this is where the growth party just gets started. Revenue growth across the entire business is expected to be around 100% for all of 2026 and…
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