Here's What a $10,000 Investment in SpaceX Stock Could Be Worth in 2035 (Hint: It's a Lot)
2026-10-01 16:20
•Geoffrey Seiler •The Motley Fool
••••• ••• Axe Cap view
Why SpaceX’s Meteoric Rise Has Limited SA Investors’ Reach
SpaceX’s growth story highlights a massive AI and satellite internet opportunity, but South African investors face barriers.
SpaceX’s ambitions to dominate AI computing and satellite internet via Starlink are impressive, with projections suggesting revenue could hit $2.25 trillion by 2035. That kind of growth could quintuple early investments. But South African investors need to keep expectations in check. There’s no direct way to buy SpaceX stock on the JSE, and while the rand could feel pressure from increased USD demand on rocket launches and tech innovation, that link is indirect at best. For exposure, some look at Prosus or Naspers for their global tech footprints, but these companies diverge significantly from SpaceX’s core business. The USD/ZAR exchange rate might react positively if global tech investment cycles accelerate, albeit with typical rand volatility. This story is a reminder that groundbreaking private tech firms often stay out of local reach until a public listing or major partnership emerges. If the rand unexpectedly firmed due to capital inflows into space tech suppliers or partners, the dynamics could shift quickly. this is just our opinion and not financial advice
Wait for a direct local linkage, such as an IPO or significant JSE-listed partner tied to space tech. Watching USD/ZAR for tech-driven shifts is prudent but avoid chasing SpaceX’s hype here.
- USD/ZAR
- Prosus
- Naspers
- SpaceX remains private with no direct SA market access
- USD strength could reverse, hurting rand gains
5/10
SpaceX stock could potentially increase fivefold by 2035, driven by growth in its AI computing infrastructure business and Starlink satellite internet service. Analysts project SpaceX could generate $2.25 trillion in annual revenue by 2035 with adjusted EPS of $41.24, potentially valuing the stock between $470-$1,250 per share, turning a $10,000 investment into approximately $51,500.
Our take is based on reporting first published by The Motley Fool.