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Analyst Dan Ives Hails Terafab as Path to Tesla-SpaceX Merger and $600 PT
Wedbush's Dan Ives views Terafab as accelerating Tesla's AI strategy amid chip shortages, positioning it as an AI powerhouse and first step toward a 2027 Tesla-SpaceX merger. Maintains Outperform rating with $600 TSLA target despite uncertain timeline. Notes suppliers like TSMC can't meet demand.
Read as thread →"this is the first step to ultimately what will be Tesla and SpaceX combining forces in a merger likely in 2027"
— Dan Ives
"We maintain our OUTPERFORM rating and our $600 price target"
— Dan Ives
Key Points
- First step to Tesla-SpaceX merger in 2027
- $600 TSLA price target
- Addresses chip supply constraints for AI
Coverage (210 sources)
congress.net RBC Raises Tesla (TSLA) Price Target To $500, Citing Potential SpaceX Merger Premium Jul 7 marketscreener.com SpaceX Releases Grok 4.6; Shares Rise | MarketScreener Aug 12 tradingkey.com If SpaceX and Tesla Truly Merge, Should Investors Celebrate or Exit Early? May 27 benzinga.com What's Going On With Tesla Stock Friday? - Tesla (NASDAQ:TSLA) - Benzinga Apr 17 AI Stocks Report with Warren Redlich Tesla + SpaceX: If Not Merger, What Else? Jun 2 gurufocus.com SpaceX and Tesla Could Merge by 2027, Predicts Analyst May 20 magnifypost.com Will SpaceX IPO make Elon Musk a trillionaire? ~ MagnifyPost.com Jun 3 @JCChristopher (post) Jun 4 mexc.com Tesla (TSLA) Stock Rises as Wedbush Analyst Hails Terafab as Revolutionary Development | MEXC News Mar 24 aol.com Elon Musk Will Merge Tesla With SpaceX Within 5 Years Mar 31 @byul_finance (post) Jun 3 @MollySOShea (post) Mar 25 Peak Tesla Tesla's Secret Merger Exposed Jun 7 nationaltoday.com Elon Musk's Tesla and SpaceX to Merge in 2027, Analyst Predicts - Austin Today Apr 12 @QinShiHuang445 (post) May 29 kucoin.com Speculation Grows Over Potential Merger Between Tesla and SpaceX | KuCoin Jun 18 stocktwits.com Elon Musk’s Terafab Project First Step Towards Tesla-SpaceX Merger, Says Wedbush Mar 24 forbes.com SpaceX And Tesla ‘Can’t Talk About’ A Merge In Earnings Call, Musk Says Jul 22 @TszwingLai1 (post) May 28 barchart.com Dan Ives: Tesla Is ‘Morphing into a Physical AI Stalwart’ So Don’t Sweat the CapEx and Just Buy TSLA Stock Apr 25 Solving The Money Problem Elon’s Terafab Project & Tesla-SpaceX Merger: SpaceX Investor Speaks - YouTube Mar 24 eu.36kr.com Tesla and SpaceX Merger: Elon Musk's Secret Plan Aims for $3.6 Trillion Valuation Jun 1 siliconvalley.com Tesla’s problem is opposite of big tech: Not enough AI spending Jul 21 @grok (post) Jun 4 notateslaapp.com Elon hints at adding lossless audio and AirPlay support to Teslas Mar 28 businessinsider.com SpaceX and Tesla Could Merge Next Year, Tech Bull Dan Ives Says - Business Insider May 22 @SawyerMerritt (post) Mar 24 teslarati.com Tesla officially begins sunset of Model S and Model X Mar 24 benzinga.com Elon Musk Mega-Merger? Dan Ives Puts SpaceX Tesla Tie-Up Odds At 80% - Tesla (NASDAQ:TSLA) - Benzinga May 21 boerse-global.de Tesla Aktie: 55 Milliarden für Terafab-Halbleiter - Börse Global Aug 7 businessinsider.com SpaceX's president hints at a Tesla merger: 'That might make Elon's life a little easier' Jun 12 defenseworld.net Defender Capital LLC. Purchases 5,080 Shares of Tesla, Inc. $TSLA - Defense World Mar 26 heygotrade.com SpaceX in Focus: FAA, IPO Hype, Tesla Merger Talk May 29 tipranks.com Daniel Ives Doubles Down on Tesla Stock, Calls TeraFab Push an ‘Emerging AI Powerhouse’ - TipRanks.com Mar 25 finance.yahoo.com Tesla Stockholders Bet on SpaceX Merger as Musk’s Real Endgame Jun 23 finance.yahoo.com Tesla Surges 5%: Delivery Hopes, Terafab, and SpaceX Buzz Are All Converging at Once Mar 31 Solving The Money Problem Elon's Shock Update + INSANE SpaceX Terafab, NVIDIA Theory Aug 8 @APompliano (post) Mar 22 thestreet.com SpaceX’s 32% crash may force Musk into radical move - TheStreet Jun 24 electrek.co Elon Musk hints at Tesla (TSLA)-SpaceX merger on earnings call | Electrek Jul 24 themarketsdaily.com Norden Group LLC Has $11.72 Million Stock Position in Tesla, Inc. $TSLA - Markets Daily Mar 27 notateslaapp.com Wall Street Analyst Predicts Tesla & SpaceX Will Merge by 2027 Mar 30 Solving The Money Problem BRUTAL ROAST of Elon's "Terafab" Skeptics Mar 25 parameter.io Tesla (TSLA) Stock Rises After Wedbush Analyst Hails Terafab Chip Plant as Transformative - Parameter Mar 25 stockpickz.com The SpaceX IPO: The Biggest Market Debut in History Mar 30 economictimes.indiatimes.com SpaceX seeks a record $75 bn in stock market debut - The Economic Times Jun 4 basenor.com RBC Raises Tesla Price Target to $500 on SpaceX Acquisition Scenario Jul 7 thestreet.com Elon Musk's Startling Message on SpaceX-Tesla Merger - TheStreet May 28 @cb_doge (post) Jul 22 globalbankingandfinance.com Elon Musk Fuels Tesla-SpaceX Merger Speculation Amid Growing Overlap Jul 22 finance.yahoo.com Tesla's Next Chapter May Be Even Bigger Mar 27 @yoon_park (post) Jun 3 moomoo.com Musk advances $55 billion Terafab chip project, reigniting speculation over a potential Tesla-SpaceX merger Jul 1 @ZeroCool (post) Jun 3 @SawyerMerritt (post) Mar 27 calcalistech.com Elon Musk hints Tesla and SpaceX could one day become one company | Ctech Jul 23 @RealRockwyn (post) Apr 22 @cb_doge (post) Jul 7 polymarket.com Tesla and SpaceX merger officially announced by...? Predi... 2026 | Polymarket Jun 12 benzinga.com Dan Ives Says Tesla's Terafab Project Is Hinting Towards Merger With SpaceX—Predicts Nearly 55% TSLA Upsi - Benzinga Mar 25 notateslaapp.com New AI Breakthrough May Bring Full FSD V14 to Tesla’s HW3 Vehicles Mar 30 thenovtech.com SpaceX Isn’t a Rocket Company Anymore. The IPO filing proves it. Apr 30 thelec.net Could SpaceX Merge With Tesla? Bullish and Bearish Views Clash < IT·Gaming < 기사본문 - The Elec Inc. May 28 finance.biggo.com JPMorgan Warns: Tesla-SpaceX Merger No Easy Feat — Watch for Three Key Signals — BigGo Finance Jul 7 eletric-vehicles.com RBC Raises Tesla's Price Target to $500 on Potential SpaceX Merge | EV Jul 7 benzinga.com Tesla's Stock Could Command a 20-30% Premium in a SpaceX Merger, Analysts Say — But Major Obstacles Remai - Benzinga Jul 8 qz.com SpaceX president Gwynne Shotwell floats Tesla merger on IPO day Jun 13 coincentral.com Tesla (TSLA) Stock Falls as OpenAI Launches Humanoid Robotics Division - CoinCentral Jun 2 marketscreener.com SpaceX (Space Exploration Technologies) : UBS remains its Buy rating | MarketScreener Aug 17 @corleonecapital (post) Jun 4 @Roman3248 (post) Jun 2 @geopolythink (post) May 29 @EmmanuelInvest (post) Jun 3 eciks.org SpaceX president Gwynne Shotwell opens door to Tesla merger, saying combined company could make Elon Musk's life easier Jun 13 ch.marketscreener.com LandSpace gelingt Booster-Landung als Premiere für Chinas private Raketenstarter | MarketScreener Schweiz Aug 18 marketscreener.com SpaceX First Lock-Up Expires, Allowing Insiders, Early Investors to Sell Shares | MarketScreener Aug 6 @herbertong (post) Jun 3 fool.com 1 Analyst Puts the Odds of a Tesla and SpaceX Merger at 80%. Here's What That Would Mean for Tesla Investors. | The Motley Fool Jun 16 finance.yahoo.com Did Tesla Finally Provide Clarity on Merger With SpaceX? Jul 23 @techedgedaily (post) Jun 3 AI Stocks Report with Warren Redlich Terafab - Growth Engine for SpaceX and Tesla Aug 15 @iliketeslas (post) Jun 2 fool.com A More Than 80% Chance of a Tesla and SpaceX Merger? It Could Be a Game Changer. | The Motley Fool Jul 5 businessinsider.com Why Elon Musk Might Want to Merge Tesla and SpaceX - Business Insider Jun 18 letsdatascience.com Analyst Predicts Tesla Merges With SpaceX | Let's Data Science Mar 27 @ARK_Funds (post) Jun 27 tradingview.com Tesla-SpaceX Merger Speculation Heats Up As Analysts Clash Ahead Of SpaceX IPO — TradingView News Jun 12 cryptobriefing.com SpaceX-Tesla merger speculation grows, no official confirmation yet Jul 6 foreignpolicyjournal.com Tesla (NASDAQ: TSLA) And SpaceX (NASDAQ: SPCX) Merger Talk Gains Serious Traction On Wall Street Jun 1 investing.com JPMorgan on SpaceX-Tesla merger: strategically sound but overly complex By Investing.com Jul 7 benzinga.com What Happens To TSLA If It Merges With SpaceX? Prediction Markets May Have An Answer - Tesla (NASDAQ:TSLA - Benzinga Jun 2 @CryptoMilox (post) Jun 3 notateslaapp.com Tesla Removes Disney+ App From Vehicles - Here's How to Get It Back Mar 28 finance.yahoo.com Tesla Appears to Have a New Master Plan... and SpaceX Is a Huge Part of It Mar 30 @grok (post) Jun 3 @ipo_majime (post) Jun 3 tipranks.com Wedbush Analyst Dan Ives Bets that SpaceX and Tesla ‘Will Eventually Merge into One Company in 2027’ - TipRanks.com May 21 tradingview.com SpaceX-Tesla Merger Could Create Nearly $4 Trillion Giant — TradingView News Jul 6 ts2.tech Tesla jumps on SpaceX merger chatter, market shrugs off Musk cash ties Jul 7 invezz.com Why Tesla stock is down around 2% today Jul 8 marketscreener.com SpaceX shares slip as lockup expiry adds to post-IPO woes | MarketScreener Aug 6 statesman.com Tesla reports more signs of a rebound after 2025 slump Jul 22 evshift.com Tesla eyes supply partners for Optimus mass production - EVSHIFT Sep 20 fool.com Could a SpaceX-Tesla Merger Happen Earlier Than Expected? | The Motley Fool May 28 tesery.com Tesla-SpaceX Merger: Inevitable or Overblown? IPO Catalyst, $3.5T Combined Valuation, Terafab, $697M Megapack Deal, Wedbush 80-90% Odds vs. Kalshi 33% May 29 @AlphaCrew23 (post) Jun 4 @Kalispellbaycap (post) Jun 3 @Everman (post) Jun 16 fool.com Meet the Company Taking on SpaceX and Tesla -- It Could Be Worth More Than Both Combined by 2027 | The Motley Fool May 26 news.google.com What happens if Tesla and SpaceX merge? Jun 11 theelectricviking.com Elon Musk Hints at Possible Tesla-SpaceX Merger During Q2 2026 Earnings Call - The Electric Viking Jul 23 fool.com Why a Tesla and SpaceX Merger Would Not Be Great News for Tesla Shareholders | The Motley Fool Jun 1 ibtimes.com.au SpaceX Could Acquire Tesla — and Wall Street Is Now Treating It as a Real Possibility Jun 18 expressnews.com SpaceX IPO fuels more speculation of a merger with Tesla. Here's why. Jun 23 fool.com Reports of a Future SpaceX-Tesla Merger Are Picking Up Steam. But Is Such a Complex Deal Actually Feasible? | The Motley Fool Jun 2 dailypolitical.com Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC - Daily Political Mar 27 @herbertong (post) Apr 23 de.marketscreener.com SpaceX will Chipfabrik in Texas bauen, sagt Gouverneur Abbott | MarketScreener Deutschland Aug 6 news.futunn.com Musk's Endgame? Baird: Over 80% Probability That Tesla and SpaceX Will Merge Within 18 Months Jun 23 finance.yahoo.com 'More and more overlap': Musk edges toward a Tesla-SpaceX merger Aug 1 newswireexplorer.com If Elon Musk merges SpaceX with Tesla he’ll create a $3.4 trillion behemoth—with zero profits - NewsWireExplorer May 31 ca.finance.yahoo.com Tech stocks today: Dell stock soars on AI sales, Anthropic overtakes OpenAI as world's most valuable AI startup May 29 stocktwits.com Tesla-SpaceX Merger Is Coming: Biographer Tells Investors, ‘You’re Investing In Elon Musk, Not Procter & Gamble’ Apr 23 teslahubs.com Wall Street Analyst Predicts Tesla & SpaceX Will Merge by 2027 – Hub Mar 31 cleanthinking.de Terafab : Musk misst seine Chipfabrik in Terawatt Aug 22 @herbertong (post) Mar 27 analyticsinsight.net Tesla-SpaceX Tie-Up Talk Grows as Robotaxi Doubts Cloud Tesla Earnings Apr 20 stocktwits.com TSLA Stock Down, SPCX Stock Up Premarket As Merger Buzz Grows — Analyst Raises Deal Odds To 90% Jul 23 teslarati.com Tesla adds awesome new driving feature to Model Y Mar 13 tipranks.com ‘Tesla and SpaceX Could Merge in 2027,’ Says Dan Ives - TipRanks.com Mar 27 capital.com Tesla Stock Forecast | Q1 Delivery Miss, US Tariffs | Capital.com Apr 9 @terafabupdates (post) Jun 2 @herbertong (post) Apr 22 teslarati.com Tesla 'Killer' heads to the graveyard as AFEELA taps out Mar 26 marketscreener.com SpaceX Posts Strong Inaugural Results as AI Cloud Business Surges, UBS Says | MarketScreener Aug 5 @NaeemAslam23 (post) Jun 3 @PubNasdaq (post) Jun 3 @tslaming (post) Mar 26 indmoney.com Tesla-SpaceX Merger: Impact on TSLA, SPCX Stock Jul 9 eletric-vehicles.com Wedbush Sees Over 80% Change of a Tesla-SpaceX Merger in 2027 | EV Jun 3 ts2.tech Tesla Draws Attention as Traders Raise SpaceX Merger Bets on Record IPO Jun 13 seekingalpha.com Tesla and SpaceX's Terafab project likely signals first step toward merger: Wedbush | Seeking Alpha Mar 25 finance.biggo.com Wedbush Analyst Predicts Tesla-SpaceX Merger by 2027, Citing AI Ambitions and Terafab Project — BigGo Finance Mar 27 benzinga.com A SpaceX-Tesla Merger Could Manufacture A $5 Trillion Giant: Here's What Prediction Markets Say - SpaceX - Benzinga Jun 17 tickerreport.com Tesla, Inc. $TSLA Shares Sold by Wealth Management Partners LLC - Ticker Report Mar 25 notateslaapp.com Tesla Loses Two Key Product Leaders Apr 3 news.futunn.com Speculation on 'Master Plan 5.0': Wedbush predicts Tesla and SpaceX may undergo a historic merger next year. Mar 28 @DeItaone (post) Mar 24 youtube.com SpaceX Daily News – July 3, 2026 | Tesla–SpaceX Merger Odds Surge, $119B TeraFab, Nasdaq-100 Entry - YouTube Jul 3 marketscreener.com SpaceX Valuation Attractive After Post-IPO Pullback, RBC Capital Markets Says | MarketScreener Aug 3 @pld1962 (post) Jul 1 finance.biggo.com SpaceX IPO Sparks Capital Crowding-Out Fears; Analysts Predict Tesla Merger by 2027 — BigGo Finance May 20 @justintrimble (post) Jun 27 fortune.com Why odds of SpaceX merger with Tesla keep climbing every time the stock shoots up | Fortune Jun 20 @barmix_tony (post) Jul 1 cnn.com Will SpaceX buy Tesla? Musk is not revealing his plans | CNN Business Jul 22 teslarati.com Tesla and SpaceX to merge in 2027, Wall Street analyst predicts Mar 27 tickerreport.com Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC - Ticker Report Mar 27 fortune.com SpaceX president hints at Tesla merger post-IPO: ‘That might make Elon Musk’s life a little easier’ | Fortune Jun 12 kapitalmarktexperten.de Tesla Aktie: Terafab startet mit 16,8 Milliarden Aug 8 @FudKim (post) Jun 2 stocktwits.com TSLA Stock In Focus After Wedbush Reiterates $600 Price Target – Firm Expects Tesla And SpaceX To Merge In 2027 Mar 27 @MAduroshak47673 (post) Jun 3 fool.com Why Tesla Might Need to Merge With SpaceX Sooner Rather Than Later | The Motley Fool Jun 15 edition.cnn.com Will SpaceX buy Tesla? Musk is not revealing his plans | CNN Business Jul 22 es-us.finanzas.yahoo.com Acciones de Tesla suben tras rumores de una histórica fusión con SpaceX May 21 proactiveinvestors.com Traders cool on Tesla-SpaceX merger as Polymarket odds slide | NASDAQ:TSLA Jul 16 @Teslarati (post) Mar 24 @Polymarket (post) Mar 22 247wallst.com Elon Musk Could Get a $165 Billion Payday, But There's Just One Problem: Traders Say It's Never Going to Happen - 24/7 Wall St. Jul 8 @FIREDUpWealth (post) Mar 23 datacenterknowledge.com SpaceX IPO Filing Recasts Company as AI Infrastructure Giant May 22 @WR4NYGov (post) Jun 3 finance.biggo.com Musk Says He's Living in an Airstream Trailer to Oversee xAI's Massive Memphis Expansion — BigGo Finance Sep 15 fool.com Here's What a $17,000 Investment in SpaceX Could Be Worth Over the Next 12 Months, According to Wall Street AI Bull Dan Ives | The Motley Fool Jul 6 blockonomi.com Tesla (TSLA) Stock Rises as Wedbush Analyst Hails Terafab as Revolutionary Development - Blockonomi Mar 25 memeburn.com Elon Musk Bitcoin Holdings Could Become the 5th Largest Corporate Treasury if Tesla and SpaceX Merge - Memeburn Jun 2 marketwise.com 7 Reasons Why a SpaceX and Tesla Merger Could Happen - MarketWise May 5 de.marketscreener.com Capex ist laut Dan Ives der einzige Weg zu Musks KI-Vision für SpaceX | MarketScreener Deutschland Aug 5 statesman.com SpaceX IPO fuels more speculation of a merger with Tesla. Here's why. Jun 23 fool.com One Wall Street Analyst Sees 50% Upside in SpaceX. Why I'm Still Not Buying the Stock. | The Motley Fool Jun 25 eletric-vehicles.com xAI CFO Exits After 6 Months Adding to Loss of Over 25 Senior Figures in a Year | EV Apr 10 @Sunnylifemoney (post) Jun 3 fool.com SpaceX Is Down 32% From Its High. 4 Reasons Why a Merger with Tesla Would Make SpaceX a Better Long-Term Buy. | The Motley Fool Jun 24 HyperChange Terafab & Inevitable Tesla SpaceX Merger w/ Larry & Amy ⚡🎙️ Mar 17 basenor.com SpaceX President Says Tesla Merger Is Possible — Here's What We Know Jun 12 coincentral.com Tesla (TSLA) Stock Jumps as Wedbush Calls Terafab a Game-Changer - CoinCentral Mar 25 barchart.com Tesla Appears to Have a New Master Plan... and SpaceX Is a Huge Part of It Mar 30 @Everman (post) May 30 latimes.com Tesla talked up AI. Wall Street wants to know where the money is - Los Angeles Times Jul 21 dailypolitical.com Wealth Management Partners LLC Cuts Stake in Tesla, Inc. $TSLA - Daily Political Mar 25 businessinsider.com Tesla Investors Want Answers About a Potential Merger With SpaceX - Business Insider Jul 21 dailypolitical.com Tesla, Inc. $TSLA Shares Sold by Moody National Bank Trust Division - Daily Political Mar 26 nytimes.com Elon Musk’s Next Move May Be a Mega-Merger of SpaceX and Tesla - The New York Times Jun 17 teslarati.com Elon Musk gives his most telling Tesla-SpaceX merger conversation yet Sep 15 investing.com Wedbush sees Tesla and SpaceX merger in 2027 after IPO By Investing.com Jun 3 teslarati.com Elon Musk teases expectations for Tesla’s AI6 self-driving chip Mar 21 tradingview.com Tesla's Next Chapter May Be Even Bigger — TradingView News Mar 27 benzinga.com Tesla, SpaceX Merger Gets $1.77 Trillion Catalyst: JPMorgan - Tesla (NASDAQ:TSLA), SpaceX (NASDAQ:SPCX) - Benzinga Jul 9 en.oninvest.com Wedbush analyst predicted a Tesla and SpaceX merger in 2027 – Oninvest May 21 @theinformation (post) Jul 1 eletric-vehicles.com Wedbush Says Terafab Is 'First Step' Toward Tesla-SpaceX Merger 'Likely in 2027' | EV Mar 24 fortune.com Elon Musk wants to merge SpaceX and Tesla into a $3.4 trillion giant. The problem: it would lose money from day one | Fortune Jun 2 notateslaapp.com Tesla Releases Q1 2026 Delivery Estimates From Analysts Mar 27 teslarati.com The Tesla and SpaceX merger everyone is talking about is quietly building May 29 eletric-vehicles.com Musk Details AI6 and AI6.5 Chip Performance and Production Plans | EV Apr 16 @graceihle (post) Jul 1 notateslaapp.com Tesla Optimus Gains Human-Like Hands as Gen 3 Reveal Nears Mar 28 finance.yahoo.com Tesla reports rising revenue amid talk of a merger with SpaceX Jul 22 techi.com Tesla Stock Today (TSLA): $372, HSBC Cuts to $119, Cybercab April Launch | 2026 Mar 28