SpaceX IPO Buzz Builds: Analysts Highlight Rare Opportunity And Rising Retail FOMO

Analysts say the potential $75B debut could become one of the most sought-after listings in market history.

The SpaceX logo is displayed on a smartphone screen with the xAI logo in the background.(Photo by Samuel Boivin/NurPhoto via Getty Images)

Shivani Kumaresan · Stocktwits

Published Mar 26, 2026, 7:12 AM ETD

SPACEX
  • SpaceX’s anticipated IPO could become the largest ever, drawing intense global investor attention.
  • Strong demand is building among retail investors, as individuals seek early exposure before the company goes public.
  • The company is reportedly targeting a $75 billion raise, with experts highlighting its uniqueness.

Anticipation is building across financial markets as Tesla CEO Elon Musk’s rocket company, SpaceX, prepares for what could be the largest initial public offering (IPO) ever attempted.

On CNBC, analysts described the move as a rare opportunity, one that could reshape both private and public investment landscapes while attracting unprecedented attention due to its scale and ambition.

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Retail Demand And Market Momentum

Eric Mandl, senior managing director at Guggenheim Securities, highlighted the offering's uniqueness and the strong appetite for it. He suggested that few companies in history have generated comparable interest, noting that demand appears exceptionally strong and the likelihood of a successful outcome remains high given the structure and leadership behind it.

“There are very few businesses that have ever looked like this. There is a very high probability that this would be sought after and successful.”

-Eric Mandl, Senior Managing Director, Guggenheim Securities

According to a Financial Times report, SpaceX has informed backers it intends to target roughly $75 billion from its debut listing, a sharp increase from a previously discussed $50 billion goal. 

Transformational Companies Attract Capital

Market strategists point to a growing trend among individual investors seeking early access to high-growth private firms. Jay Woods of Freedom Capital Markets said retail participants are increasingly eager to invest before companies debut on public exchanges, where early stakeholders often capitalize on gains. He emphasized that fear of missing out is driving enthusiasm, especially with Elon Musk leading the combined entity.

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Tom Lee of Fundstrat Global Advisors compared SpaceX and xAI to other groundbreaking firms such as OpenAI and Anthropic, describing them as rare enterprises that influence the global economy. 

“The dont exist anywhere else in the world. These companies going public is not only good for equity markets it is a chance for investors to own really unique companies.”

-Tom Lee, Head of Research, Fundstrat Global Advisors

He noted that bringing such companies closer to public markets could offer investors access to businesses unlike traditional listings. SpaceX is yet to submit formal IPO documents to U.S. regulators, but reports suggest a filing could come within days, with a targeted listing window around June.

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