IPO Watch
IPO Watch
Starlink / SpaceX
$1.77T 2027 SpaceX Listed (SPCX) Space / Telecom
SpaceX is public. Starlink might be next.

The SpaceX IPO in June 2026 was, by any measure, the largest public listing in history. The $1.5 trillion valuation — which has risen to $1.77 trillion as of mid-2026 — makes SpaceX more valuable than most countries' annual GDP.

The Starlink question is separate and interesting for different reasons. In the SpaceX S-1, there was a reference to a $26.5 trillion total addressable market for space-based data centres. This is not a number Musk chose carelessly. It is a claim about the direction of Starlink's evolution — from satellite internet service to orbital computing infrastructure.

Starlink currently serves over 4 million subscribers globally. It is cash-flow positive. It operates in over 100 countries. It has demonstrated the ability to provide meaningful connectivity in conflict zones, to shipping, to aviation, and to rural markets that terrestrial internet infrastructure cannot reach economically.

A Starlink spinoff from SpaceX would allow the market to separately price the internet service business from the launch and spacecraft business. Whether Musk will do this — and when — depends on factors that are not publicly analysable. He has said the spinoff is possible. He has also said many things that did not happen on the stated timeline.

The FreeMalta read: SpaceX is public. Starlink spinoff is the next conversation. 2027 is the speculation. Musk's timeline is unpredictable.

Catalysts
SpaceX now public provides path to Starlink spinoff. 4M+ subscribers, cash-flow positive. Orbital computing TAM claim signals next phase. Growing aviation and maritime market.
Risks
Musk timeline unpredictability. SpaceX may prefer to retain Starlink cash flows. Geopolitical exposure — Starlink's Ukraine role creates political complexity. Regulatory approvals in restricted markets.
FreeMalta Verdict
SpaceX is listed. Starlink spinoff is the speculation. 2027 is the estimate. Musk decides.
Is Starlink publicly traded?
Starlink is a division of SpaceX. SpaceX listed publicly in June 2026 under the ticker SPCX. A separate Starlink spinoff IPO has been speculated but not confirmed.
What is SpaceX's valuation?
SpaceX listed at approximately $1.5 trillion in June 2026, rising to approximately $1.77 trillion by mid-2026, making it the most valuable aerospace company ever listed.
How many Starlink subscribers are there?
Starlink has over 4 million subscribers globally as of mid-2026, operating in over 100 countries across consumer, maritime, aviation, and government markets.
Will there be a separate Starlink IPO?
A Starlink spinoff from SpaceX has been speculated by Wall Street analysts. Elon Musk has indicated this is possible but has not set a timeline. A 2027 spinoff is the most commonly cited scenario.
What did SpaceX claim about space-based data centres?
In its S-1 filing, SpaceX referenced a $26.5 trillion total addressable market for space-based data centres, signalling the long-term evolution of Starlink from internet service to orbital computing infrastructure.
View Starlink / SpaceX in The Garage
Disclaimer: This page is editorial analysis, not financial advice. Valuations are from private market transactions, secondary sales, and media reports — not public market pricing. IPO timelines are speculative. FreeMalta is an OpenAI Select Partner but has no financial relationship with any company listed on this page. Do your own research before making any investment decision.