SpaceX Investors Should Watch Five Key Milestones After IPO

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SpaceX investors should monitor five critical milestones to gauge the company's ability to execute on its ambitious plans following its blockbuster IPO. The first is the expected debut of the Starship V3 rocket in the second half of 2026, which must demonstrate reliable reusability and the capacity to carry up to 60 next-generation Starlink V3 satellites per launch, compared with about 27 on Falcon 9. The second milestone is proving in-space cryogenic fuel transfer, a technically challenging capability essential for NASA's moon-lander plans. Third is the deployment of Starlink V3 satellites on Starship, also targeted for the second half of 2026, with each V3 satellite supporting about 1,024 gigabits per second of bandwidth versus 96 gigabits per second for V2 satellites. The fourth milestone is the next phase of Starlink's satellite-to-phone service, with Mobile V2 satellites expected to begin launching on Starship in 2027 to enable faster data and voice calls, building on the existing limited service through T-Mobile US. Finally, investors should watch whether SpaceX secures a launch license for Kennedy Space Center's Launch Complex 39A in Florida, which would add a second Starship launch site alongside its Boca Chica, Texas facility and increase launch capacity.

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Starlink's satellite-to-phone service builds on existing limited service through T-Mobile US, indicating potential demand for T-Mobile's network.

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