Key Points
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SpaceX completed that largest IPO in history earlier this year.
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The company is expanding beyond rocket launches and moving into wireless connectivity and artificial intelligence (AI) infrastructure.
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If SpaceX stock continues to compound, a modest monthly investment could become a multibagger.
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Building a large portfolio doesn’t necessarily require putting thousands of dollars into the stock market all at once. Sometimes, consistency is more important than timing.
Consider Space Exploration Technologies (NASDAQ:SPCX). Since going public in June, Elon Musk’s aerospace and technology company has allowed retail investors to invest in businesses ranging from satellite internet to artificial intelligence (AI).
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SpaceX’s latest earnings suggest these opportunities are expanding quickly. Let’s analyze what would happen if someone invested just $500 per month in SpaceX stock between November 2026 and December 2030.
Image source: Getty Images.
SpaceX’s third-quarter earnings reveal multiple growth engines
SpaceX generated $14.6 billion of revenue during the third quarter, representing a 161% increase year over year. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) surged 306% to $8.8 billion. Much of this momentum came from two businesses.
First, Starlink, SpaceX’s satellite internet platform, is expanding its customer base. The company’s connectivity segment generated $5.3 billion in revenue, increasing 69% year over year. Starlink ended September with 13.6 million consumer subscribers, compared with 7.2 million a year earlier. Enterprise and government customers are also contributing to growth.
Meanwhile, the company’s Super Intelligence segment generated $7.6 billion in revenue during the quarter. SpaceX is benefiting from AI infrastructure agreements with frontier model developers and hyperscale computing platforms and the acquisition of Cursor, as well as its expanding portfolio of AI applications, including Grok Bot.
These developments explain why management is investing in computing infrastructure. In October, Musk announced a financing arrangement involving $40 billion of Nvidia GPUs and related equipment. The objective is to expand capacity for AI models and next-generation services.
SpaceX is also investing in Starship, its newest reusable rocket. During the third quarter, Starship completed its first revenue-generating mission, deploying 26 Starlink V3 satellites. Management says this mission added roughly 10x the downlink capacity of a typical Falcon 9 Starlink launch. Over time, increasing launch capacity could help SpaceX deploy more satellites while improving the economics of its connectivity network.
Together, these investments provide multiple avenues for long-term revenue and profit growth.
What investing $500 a month in SpaceX looks like
Let’s assume you begin buying SpaceX stock in November and continue making steady monthly contributions of $500 through December 2030. In total, this amounts to 50 contributions totaling $25,000.
Calculating the potential return isn’t as simple as assuming the entire $25,000 appreciates by the same percentage. The reason is that this method is essentially a form of dollar-cost averaging, or purchasing shares at different prices throughout the investment period. Furthermore, shares purchased in November 2026 have more than four years to appreciate, while shares acquired in December 2030 have virtually no time to compound.
To illustrate some possible outcomes, let’s first assume SpaceX delivers a constant annualized return of 25%. Under this scenario, a portfolio receiving $500 at the end of every month would grow to roughly $40,900 by December 2030. That’s a cumulative profit of approximately $15,900, or 63% on the investor’s contributions.
If SpaceX appreciates at an annualized rate of 35%, equivalent to approximately 2.5% compounded monthly, the portfolio would reach roughly $49,200. That represents a gain of $24,200, nearly doubling your contributions.
Can SpaceX become a multibagger by 2030?
I think SpaceX has several characteristics that could support meaningful long-term appreciation. Starlink generates high-margin recurring revenue from a growing subscriber base. Meanwhile, Starship is positioned to improve the unit economics of launching satellites and commercial payloads. Lastly, the Super Intelligence business gives SpaceX exposure to expanding demand for AI computing.
But SpaceX needs to prove it can consistently execute on capital-intensive projects involving rockets, satellites, data centers, and AI models. Permitting delays, competition, regulatory restrictions, or disappointing profitability could weigh on investor enthusiasm.
Nevertheless, I think the company’s long-term opportunity is encouraging. For someone investing $500 a month, I think a realistic bull-case scenario could result in an average of 25% annualized returns, turning your $25,000 into more than $40,000 by the end of 2030. While this is an ambitious outcome, it illustrates how consistent investing, patience, and strong business execution can create meaningful wealth over time.
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Adam Spatacco has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia and Space Exploration Technologies. The Motley Fool has a disclosure policy.
