Potential merger of Tesla and SpaceX: investors actively discuss new opportunities
Recent market events have pushed investors to discuss the possible merger of Tesla and SpaceX, which could significantly impact Elon Musk’s ecosystem. After SpaceX’s successful IPO, its market value exceeded 1 trillion dollars, sparking new rumors about the companies’ union.
In comments to Business Insider, SpaceX President Gwynne Shotwell did not rule out the possibility of such a merger in the future, noting that it could ease management for Elon Musk, who simultaneously manages several projects. Analysts and some investors support the merger, pointing to existing ties between the companies, particularly through joint investments and projects like the Terafab chip manufacturing plant.
Wedbush Securities analyst Dan Ives believes the merger could take place as early as 2027, allowing Musk to focus more resources on developing his artificial intelligence ecosystem. However, some investors are skeptical about this idea, considering SpaceX’s significant losses of 4.9 billion dollars last year due to investments in artificial intelligence development, while Tesla remains profitable.
Additionally, there are concerns about the potential use of Tesla’s finances to support SpaceX projects and the possible dilution of investor shares in the united company. Despite this, many investors acknowledge that Elon Musk has substantial control over the overall development of the companies, which could influence the final decision on the merger.
Amid the IPO that SpaceX had been preparing for since 2025, the company plans to increase its revenue from 15 billion dollars in 2025 to 22–24 billion in 2026. Initially, SpaceX shares were planned to be listed on the Nasdaq exchange to enter the Nasdaq 100 index prior to the IPO.
| Tesla and SpaceX | Key Metrics |
|---|---|
| Value post-IPO | Over 1 trillion dollars |
| SpaceX losses (last year) | 4.9 billion dollars |
| Tesla’s cash reserves | 45 billion dollars |
