Morgan Stanley lifts long-term view on SpaceX, citing $100 billion Louisiana spaceport plan

Morgan Stanley lifts long-term view on SpaceX, citing $100 billion Louisiana spaceport plan

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News Editor
2026-08-26 15:42:44
Morgan Stanley said SpaceX still looks attractively valued as it advances a $100 billion spaceport project in Louisiana, arguing that the company’s long-term growth prospects are improving. The bank’s analysts pointed to SpaceX’s expanding global space infrastructure footprint, including launch capacity, satellite internet operations, and commercial space services, as drivers of higher strategic value over time. SpaceX had previously disclosed plans to build a large-scale space infrastructure project in Louisiana with an expected investment of $100 billion. The project is seen as a key part of the company’s future expansion in rocket launches, satellite deployment, and related commercial services. Although SpaceX remains privately held, Morgan Stanley said growing demand tied to the space economy, satellite communications, and AI infrastructure could unlock more asset value. Investors are also watching the company’s future fundraising activity, any listing plans, and the pace of its business expansion, according to CNBC.

Morgan Stanley said SpaceX remains attractively valued as the company moves ahead with a $100 billion spaceport project in Louisiana, adding that its long-term growth potential is strengthening.

Morgan Stanley points to stronger long-term value

The bank’s analysts said SpaceX continues to expand its global space infrastructure footprint across launch capacity, satellite internet, and commercial space services. In Morgan Stanley’s view, that broader buildout could raise the company’s strategic value over time.

Louisiana project draws attention

SpaceX had previously disclosed plans to build a large-scale space infrastructure project in Louisiana, with expected investment reaching $100 billion. The project is viewed as an important part of the company’s future expansion in rocket launches, satellite deployment, and related commercial service capacity.

Investors watch funding and listing plans

While SpaceX is not publicly listed, Morgan Stanley said growing demand tied to the space economy, satellite communications, and AI infrastructure may unlock additional asset value. Investors continue to watch the company’s future fundraising, any potential IPO plans, and progress in business expansion, according to CNBC.

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