SpaceX could capture 13% of U.S. wireless market by 2036, Pivotal says (SPCX:NASDAQ)
Pivotal Research expects Starlink Mobile to secure 13% of the U.S. wireless market by 2036. This projection coincides with a price target increase for SpaceX stock to $230 based on Starlink growth. While Pivotal raises its outlook, Morgan Stanley has maintained a $300 target. The push into the wireless sector via spectrum acquisition is creating pressure for established telecom providers including AT&T, Verizon, and T-Mobile. Other analysts predict a 60% upside for SpaceX stock as the company challenges traditional mobile service models.
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- ✓ Pivotal Research expects Starlink Mobile to capture 13% of the U.S. wireless market by 2036.
- ✓ Pivotal Research raised the SpaceX stock price target to $230.
- ✓ The expansion of Starlink is viewed as a threat to Verizon, AT&T, and T-Mobile.
What changed
Pivotal Research issued a specific market share forecast of 13% for Starlink Mobile by 2036 and raised its SpaceX price target to $230.
Live updates
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Pivotal Research predicts SpaceX will capture 13% of US wireless market by 2036
Pivotal Research expects Starlink Mobile to secure 13% of the U.S. wireless market by 2036. This projection coincides with a price target increase for SpaceX stock to $230 based on Starlink growth. While Pivotal raises its outlook, Morgan Stanley has maintained a $300 target. The push into the wireless sector via spectrum acquisition is creating pressure for established telecom providers including AT&T, Verizon, and T-Mobile. Other analysts predict a 60% upside for SpaceX stock as the company challenges traditional mobile service models.
Why it matters
SpaceX is leveraging its Starlink satellite constellation to enter the mobile broadband market. This shift threatens the infrastructure-heavy business models of traditional U.S. carriers. The move is part of a broader strategy to integrate satellite connectivity directly with consumer mobile devices.
What is confirmed
- Pivotal Research expects Starlink Mobile to capture 13% of the U.S. wireless market by 2036.
- Pivotal Research raised the SpaceX stock price target to $230.
- The expansion of Starlink is viewed as a threat to Verizon, AT&T, and T-Mobile.
Still unconfirmed
- Jim Cramer suggests a SpaceX price target hike may signal a larger development tied to Nvidia.
What to watch next
- Confirmation of SpaceX spectrum acquisition totals
- Official service launch dates for Starlink Mobile in the U.S.
- Updates to price targets from Morgan Stanley or Pivotal Research
confidence 85%Sources used for this update (11)
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