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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 (153 sources)
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 @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 @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 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 @APompliano (post) Mar 22 thestreet.com SpaceX’s 32% crash may force Musk into radical move - TheStreet Jun 25 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 thestreet.com Elon Musk's Startling Message on SpaceX-Tesla Merger - TheStreet May 28 finance.yahoo.com Tesla's Next Chapter May Be Even Bigger Mar 27 @yoon_park (post) Jun 3 @ZeroCool (post) Jun 3 @SawyerMerritt (post) Mar 27 @RealRockwyn (post) Apr 22 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 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 @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 @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 @techedgedaily (post) Jun 3 @iliketeslas (post) Jun 2 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 foreignpolicyjournal.com Tesla (NASDAQ: TSLA) And SpaceX (NASDAQ: SPCX) Merger Talk Gains Serious Traction On Wall Street Jun 1 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 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 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 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 news.futunn.com Musk's Endgame? Baird: Over 80% Probability That Tesla and SpaceX Will Merge Within 18 Months Jun 23 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 @herbertong (post) Mar 27 analyticsinsight.net Tesla-SpaceX Tie-Up Talk Grows as Robotaxi Doubts Cloud Tesla Earnings Apr 20 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 @NaeemAslam23 (post) Jun 3 @PubNasdaq (post) Jun 3 @tslaming (post) Mar 26 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 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 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 @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 es-us.finanzas.yahoo.com Acciones de Tesla suben tras rumores de una histórica fusión con SpaceX May 21 @Teslarati (post) Mar 24 @Polymarket (post) Mar 22 @FIREDUpWealth (post) Mar 23 datacenterknowledge.com SpaceX IPO Filing Recasts Company as AI Infrastructure Giant May 22 @WR4NYGov (post) Jun 3 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 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 dailypolitical.com Wealth Management Partners LLC Cuts Stake in Tesla, Inc. $TSLA - Daily Political Mar 25 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 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 en.oninvest.com Wedbush analyst predicted a Tesla and SpaceX merger in 2027 – Oninvest May 21 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 notateslaapp.com Tesla Optimus Gains Human-Like Hands as Gen 3 Reveal Nears Mar 28 techi.com Tesla Stock Today (TSLA): $372, HSBC Cuts to $119, Cybercab April Launch | 2026 Mar 28