---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000948579.md"
description: "SPCX should be up 30% today. Here’s a great example of how Wall Street discounts what Elon says.  Bottom line, analysts cut the low end of his guide in half. Last night he said they’ll exit 2027 with $500B-$1T in revenue run rate.  I believe Elon implied the low was based on adding 10 GW of compute in CY27 and the high end 20 GW.  My take is there’s a 75% chance they add 10 GW, and 2% chance of 20 GW. So we should focus on the low end, or $500B in ARR exiting 2027, or $125B in Dec-27.  Before earnings, the Street was at $31B for Dec-27. He guided to $125B or 300% increase. $SpaceX(SPCX.US) is up 12% on that. It should be 30% plus today. This morning the Street is at $50B. Since many analysts have yet to update numbers, we look at those that have made changes, and those are at around $70B, compared to the “guide” of $125B. That’s the 50% haircut.Source: Gene Munster"
datetime: "2026-10-21T13:36:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000948579.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000948579.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000948579.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# SPCX should be up 30% today. Here’s a great exampl…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**