Wall Street analysts are intensifying speculation regarding a potential merger between Tesla and SpaceX.
Wedbush analyst Dan Ives estimates an 80% probability of a merger within the next 12 months. Ives views the combination as a strategic move for Elon Musk’s broader artificial intelligence and data initiatives. A hypothetical SpaceX IPO provides the necessary publicly traded entity to facilitate a potential combination.
Institutional investors are shifting focus from near-term Robotaxi rollouts to long-term structural changes across Musk’s ventures. Elon Musk recently suggested Tesla’s Optimus humanoid robots could serve as self-replicating systems for future space missions.
While the proposed merger faces significant legal challenges and shareholder hurdles, growing analyst interest indicates the market now considers a combination a tangible scenario.