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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 (69 sources)
benzinga.com What's Going On With Tesla Stock Friday? - Tesla (NASDAQ:TSLA) - Benzinga Apr 17 mexc.com Tesla (TSLA) Stock Rises as Wedbush Analyst Hails Terafab as Revolutionary Development | MEXC News Mar 25 aol.com Elon Musk Will Merge Tesla With SpaceX Within 5 Years Mar 31 @MollySOShea (post) Mar 25 nationaltoday.com Elon Musk's Tesla and SpaceX to Merge in 2027, Analyst Predicts - Austin Today Apr 12 stocktwits.com Elon Musk’s Terafab Project First Step Towards Tesla-SpaceX Merger, Says Wedbush Mar 24 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 notateslaapp.com Elon hints at adding lossless audio and AirPlay support to Teslas Mar 28 @SawyerMerritt (post) Mar 24 teslarati.com Tesla officially begins sunset of Model S and Model X Mar 24 defenseworld.net Defender Capital LLC. Purchases 5,080 Shares of Tesla, Inc. $TSLA - Defense World Mar 26 tipranks.com Daniel Ives Doubles Down on Tesla Stock, Calls TeraFab Push an ‘Emerging AI Powerhouse’ - TipRanks.com Mar 25 finance.yahoo.com Tesla Surges 5%: Delivery Hopes, Terafab, and SpaceX Buzz Are All Converging at Once Mar 31 @APompliano (post) Mar 22 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 26 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 finance.yahoo.com Tesla's Next Chapter May Be Even Bigger Mar 27 @SawyerMerritt (post) Mar 27 @RealRockwyn (post) Apr 22 polymarket.com Tesla and SpaceX merger officially announced by June 30? ... 2026 | Polymarket Apr 17 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 letsdatascience.com Analyst Predicts Tesla Merges With SpaceX | Let's Data Science Mar 27 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 dailypolitical.com Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC - Daily Political Mar 27 @herbertong (post) Apr 23 stocktwits.com Tesla-SpaceX Merger Is Coming: Biographer Tells Investors, ‘You’re Investing In Elon Musk, Not Procter & Gamble’ Apr 24 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 @herbertong (post) Apr 23 teslarati.com Tesla 'Killer' heads to the graveyard as AFEELA taps out Mar 26 @tslaming (post) Mar 26 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 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 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 stocktwits.com TSLA Stock In Focus After Wedbush Reiterates $600 Price Target – Firm Expects Tesla And SpaceX To Merge In 2027 Mar 27 @Teslarati (post) Mar 24 @Polymarket (post) Mar 22 @FIREDUpWealth (post) Mar 23 blockonomi.com Tesla (TSLA) Stock Rises as Wedbush Analyst Hails Terafab as Revolutionary Development - Blockonomi Mar 25 marketwise.com 7 Reasons Why a SpaceX and Tesla Merger Could Happen - MarketWise May 5 eletric-vehicles.com xAI CFO Exits After 6 Months Adding to Loss of Over 25 Senior Figures in a Year | EV Apr 10 HyperChange Terafab & Inevitable Tesla SpaceX Merger w/ Larry & Amy ⚡🎙️ Mar 18 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 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 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 eletric-vehicles.com Wedbush Says Terafab Is 'First Step' Toward Tesla-SpaceX Merger 'Likely in 2027' | EV Mar 24 notateslaapp.com Tesla Releases Q1 2026 Delivery Estimates From Analysts Mar 27 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