Recent coverage from multiple U.S. research firms and financial publications has revived discussion of a possible Tesla-SpaceX combination following SpaceX's initial public offering. The commentary remains speculative and centers on differing analyst assessments rather than confirmed corporate plans.
Wedbush Securities analyst Dan Ives began coverage of SpaceX with an Outperform rating and a $190 price target. He reiterated an 80-90 percent probability of a merger by 2027, describing the transaction as a potential "holy grail" for both companies. Oppenheimer analyst Steven Eisman acknowledged the combination could occur but viewed it as unlikely in the near term, noting that SpaceX shares might serve as currency in any future transaction.
Barron's observed that Tesla and SpaceX shares have moved in the same direction and magnitude since the IPO, contrary to earlier concerns that investors would sell Tesla holdings to purchase SpaceX stock. Motley Fool commentary highlighted existing operational links, including the Terafab chip facility, and suggested a merger could support SpaceX's longer-term positioning after a 32 percent drawdown from its peak.
CryptoBriefing reported comments from Elon Musk indicating consideration of closer integration between the two firms amid ongoing market speculation.
For Canadian investors with exposure to U.S. equities, the reports underscore the value of tracking correlated price movements between listed securities and private holdings accessible through certain funds or vehicles. No regulatory filings or company statements have confirmed merger discussions, and any transaction would require extensive review by Canadian and U.S. authorities.
- Wedbush: 80-90 percent probability of 2027 merger
- Oppenheimer: plausible but not near-term
- Barron's: shares trading in tandem since IPO