Wall Street Expects SpaceX to Outgrow Nvidia 7-to-1. Musk Says That's Too Low.

SpaceX Revenue Growth vs Nvidia: Musk Says Estimates Are Low - SpaceX (NASDAQ:SPCX) - Benzinga Benzinga España Italia 대한민국 日本 Français My Account Login SPY - - QQQ 714.25 0.11% BTC/USD 77301.00 1.3101% DIA 532.33 0.02% GLD 423.09 0.06% TLT 82.02 0.04% Get Benzinga Pro Data & APIs Events Premarket Advertise Contribute España Italia 대한민국 日本 Français Login Register Benzinga Premium Services Benzinga Edge Benzinga Pro Benzinga Research Benzinga APIs Financial News Financial News Large Cap Stocks Small-Cap Stocks Insider Trades Earnings Technology AI News Personal Finance ETF News Crypto News Dividend News Latest Rumors Latest Offerings News Investment Ideas Investment Ideas Stock of the Day Stock Whisper Index Analyst Ratings Analyst Color Financial Advisors Government Trades Trading Ideas Stock Screener Markets Markets Premarket Movers After Hours Options ETFs Commodities Prediction Markets Private Markets Bonds Futures Forex Top Stocks Top Stocks Apple (AAPL) Tesla (TSLA) Amazon (AMZN) Nvidia (NVDA) Alphabet (GOOGL) Meta Platforms (META) Microsoft (MSFT) StreetTracks Gold Shares (GLD) IBIT Bitcoin Trust (IBIT) Top Value Stocks Top Momentum Stocks Top Growth Stocks Top Quality Stocks Learn Learn Investing Guides Personal Finance Mortgages Best Credit Cards Best Dividend Stocks Best Swing Trade Stocks Investment Ideas Investment Ideas Stock of the Day Stock Whisper Index Analyst Ratings Analyst Color Financial Advisors Government Trades Trading Ideas Stock Screener Markets Markets Premarket Movers After Hours Options ETFs Commodities Prediction Markets Private Markets Bonds Futures Forex Top Stocks Top Stocks Apple (AAPL) Tesla (TSLA) Amazon (AMZN) Nvidia (NVDA) Alphabet (GOOGL) Meta Platforms (META) Microsoft (MSFT) StreetTracks Gold Shares (GLD) IBIT Bitcoin Trust (IBIT) Top Value Stocks Top Momentum Stocks Top Growth Stocks Top Quality Stocks Learn Learn Investing Guides Personal Finance Mortgages Best Credit Cards Best Dividend Stocks Best Swing Trade Stocks Research My Stocks Tools Free Benzinga Pro Trial Calendars Analyst Ratings Calendar Conference Call Calendar Dividend Calendar Earnings Calendar Economic Calendar Events Calendar FDA Calendar Guidance Calendar IPO Calendar M&A Calendar Unusual Options Activity Calendar SPAC Calendar Stock Split Calendar Trade Ideas Stock Reports Insider Trades Trade Idea Feed Analyst Ratings Unusual Options Activity Heatmaps Free Newsletter Government Trades Perfect Stock Portfolio Easy Income Portfolio Short Interest Most Shorted Largest Increase Largest Decrease Calculators Options Profit Calculator Margin Calculator Forex Profit Calculator 100x Options Profit Calculator Covered Call Calculator Cash-Secured Put Calculator Long Call Calculator Long Put Calculator Screeners Stock Screener Top Momentum Stocks Top Quality Stocks Top Value Stocks Top Growth Stocks Compare Best Stocks Best Momentum Stocks Best Quality Stocks Best Value Stocks Best Growth Stocks Markets SPY - - QQQ 714.25 0.11% BTC/USD 77301.00 1.3101% DIA 532.33 0.02% GLD 423.09 0.06% TLT 82.02 0.04% August 21, 2026 9:00 AM 3 min read Wall Street Expects SpaceX to Outgrow Nvidia 7-to-1. Musk Says That's Too Low. Wall Street expects Space Exploration Technologies Corp. (NASDAQ) to grow its revenue at a pace that would leave even Nvidia Corp. (NASDAQ) in the dust — and Elon Musk says analysts still aren’t thinking big enough . Ticker Take founder Jon Erlichman shared a chart comparing analysts’ five-year revenue growth estimates for some of the world’s largest companies. SpaceX topped the list with projected revenue growth of 2,090%. It stood far ahead of Nvidia’s 288%, Alphabet Inc ‘s (NASDAQ: GOOGL ) (NASDAQ: GOOG ) 140%, Microsoft Corp ‘s (NASDAQ: MSFT ) 136%, Amazon.com Inc ‘s (NASDAQ: AMZN ) 81% and Apple Inc ‘s (NASDAQ: AAPL ) 54%. That means Wall Street already expects SpaceX’s revenue to grow at more than seven times Nvidia’s pace over the next five years. It’s a remarkable comparison considering Nvidia has become the defining winner of the artificial intelligence boom; while SpaceX is still widely viewed as a rocket company despite its rapidly expanding businesses. Are Analysts Still Too Conservative on SpaceX? Responding to the chart on X, Musk wrote, “I think both SpaceX and Tesla will exceed these estimates.” While the comment covered both companies, SpaceX’s projection stands out. Analysts are already modeling an extraordinary 2,090% revenue increase over the next five years—compared with 119% for Tesla Inc (NASDAQ: TSLA ) and 288% for Nvidia. In other words, Musk isn’t just saying SpaceX will outperform expectations; he’s arguing that even one of Wall Street’s most optimistic growth forecasts still doesn’t go far enough. Read Next Tech Why Investors Are Suddenly Bullish on SpaceX Again SpaceX shares are rebounding as Elon Musk's AI vision, easing lock-up concerns and Starlink's strength reshape investor sentiment. 3 min read Read this article Analyst optimism stems from Starlink’s subscribe