On October 4, 2026, analysis highlighted Starlink as a significant cash generator for SpaceX. The satellite internet division reportedly earned $1.7 billion in operating profit last quarter, while SpaceX’s other divisions combined for a loss. Starlink’s financial strength is seen as crucial to funding the company’s ambitious, long-term projects.
Starlink is viewed as supporting SpaceX’s primary growth focus: artificial intelligence. The AI division’s total addressable market is estimated at $26.5 trillion. Starlink’s cash flow can support growth and help mitigate shareholder dilution, but the success of SpaceX’s AI ventures is considered the main potential driver of significant, long-term stock appreciation.