Analyst Backs 3 Stocks Over SpaceX as $1.75 Trillion Valuation Stretches
Updated
Updated · The Motley Fool · Jun 14
Analyst Backs 3 Stocks Over SpaceX as $1.75 Trillion Valuation Stretches
3 articles · Updated · The Motley Fool · Jun 14
Summary
$1.75 trillion SpaceX valuation led a Motley Fool analyst to favor Amazon, Meta Platforms and Nebius as better long-term buys.
Amazon stood out for scale: management plans $200 billion in 2026 data-center capex, versus SpaceX's $20.7 billion in 2025, with AWS already contributing 59% of first-quarter operating profit.
Meta was pitched on price, trading at 21 times trailing earnings and 18 times forward earnings even after 33% quarterly revenue growth, roughly matching SpaceX's 2025 growth rate.
Nebius was the growth pick after first-quarter revenue jumped 684%; it targets $7 billion to $9 billion in annual recurring revenue by end-2026 from $1.25 billion by end-2025.
The comparison hinges on value versus hype: the analyst argues SpaceX would need far higher profits and much larger revenue to justify its premium against established AI and ad-driven peers.