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January 17, 2026, 7:22 AM EST. SpaceX plans a 2026 IPO that could raise more than $30 billion, potentially the largest in history. The company has not filed yet, and timing remains uncertain. Analysts say the payoff hinges on SpaceX's technological moat-launch reusability, Starlink connectivity, and potential orbital data-center ambitions-yet valuation, timing, and execution risk loom for public investors. Daniel Maguire of ARK Invest notes SpaceX's path to full reusability with Starship, and argues the lack of direct competition is a differentiator. He cites Starlink's mobile coverage and orbital data-center idea as upside. Jay Ritter, noted IPO expert, and others emphasize that most IPO shares go to institutional investors, making access and price discovery critical. Investors should educate themselves about the risk-reward profile before speculation.