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.
Key facts
- First step to Tesla-SpaceX merger in 2027
- $600 TSLA price target
- Addresses chip supply constraints for AI
this is the first step to ultimately what will be Tesla and SpaceX combining forces in a merger likely in 2027
How the story unfolded
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- stocktwits.com Elon Musk’s Terafab Project First Step Towards Tesla-SpaceX Merger, Says Wedbush Tesla Inc.’s (TSLA) Terafab project will set the foundation for the EV giant to become an artificial intelligence powerhouse over the coming years, according to Wedbush analyst Dan Ives.
- Solving The Money Problem Elon’s Terafab Project & Tesla-SpaceX Merger: SpaceX Investor Speaks - YouTube ► AG1 https://drinkAG1.com/SMR (FREE Welcome Kit: Vitamin D3+K2 & Travel Packs) ► Join Patreon: https://www.patreon.com/solvingthemoneyproblem ► Follow me on...
- @SawyerMerritt Post
- teslarati.com Tesla officially begins sunset of Model S and Model X Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry ... Ives calls Terafab the “first step” toward full operational integration.
- @DeItaone Post
- @Teslarati Post
- eletric-vehicles.com Wedbush Says Terafab Is 'First Step' Toward Tesla-SpaceX Merger 'Likely in 2027' | EV Wedbush Securities said Tesla‘s ... in 2027.” · Analyst Daniel Ives, one of Wall Street’s most vocal Tesla bulls, reiterated an Outperform rating and $600 price target on the stock in a note published Tuesday....
- 10 sources
- mexc.com Tesla (TSLA) Stock Rises as Wedbush Analyst Hails Terafab as Revolutionary Development | MEXC News Daniel Ives of Wedbush Securities ... Street-leading $600 price objective after CEO Elon Musk revealed plans for an extensive chip manufacturing initiative dubbed Terafab....
- @MollySOShea Post
- tipranks.com Daniel Ives Doubles Down on Tesla Stock, Calls TeraFab Push an ‘Emerging AI Powerhouse’ - TipRanks.com Ives is a five-star analyst on TipRanks, ranking #717 out of 12,128 analysts tracked. He has a 51% success rate and an average return per rating of 11.30%. Musk announced that SpaceX and Tesla will build two advanced chip factories in Austin, Texas.
- parameter.io Tesla (TSLA) Stock Rises After Wedbush Analyst Hails Terafab Chip Plant as Transformative - Parameter Wedbush analyst Daniel Ives has reaffirmed his optimistic stance on Tesla, maintaining a Buy rating alongside his Wall Street-leading $600 price target after CEO Elon Musk revealed plans for an ambitious chip manufacturing initiative dubbed Terafab.
- benzinga.com Dan Ives Says Tesla's Terafab Project Is Hinting Towards Merger With SpaceX—Predicts Nearly 55% TSLA Upsi - Benzinga Investor Dan Ives, who is the managing director of Wedbush Securities, thinks that the Tesla Inc. (NASDAQ:TSLA) Terafab AI chip project could be hinting towards a possible SpaceX merger next year.
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- seekingalpha.com Tesla and SpaceX's Terafab project likely signals first step toward merger: Wedbush | Seeking Alpha Terafab is expected to accelerate Tesla and SpaceX's AI development by ensuring chip and memory supply, helping the companies overcome current constraints and enabling ambitious AI projects like FSD, Cybercab, and Optimus.
- tickerreport.com Tesla, Inc. $TSLA Shares Sold by Wealth Management Partners LLC - Ticker Report Positive Sentiment: Chip-equipment and supplier tailwinds — Markets are already pricing potential beneficiaries of Musk’s fab plans (ASML, Applied Materials, etc.), which validates Terafab’s economic ripple across the semiconductor supply chain. Chip Gear Stocks Jump · Neutral Sentiment: Merger/speculation headlines — Analysts (e.g., Dan Ives) are speculating about a possible Tesla?SpaceX tie-up or merger down the road tied to Terafab; this is highly speculative and could swing sentiment but is
- blockonomi.com Tesla (TSLA) Stock Rises as Wedbush Analyst Hails Terafab as Revolutionary Development - Blockonomi Daniel Ives of Wedbush Securities ... Street-leading $600 price objective after CEO Elon Musk revealed plans for an extensive chip manufacturing initiative dubbed Terafab....
- coincentral.com Tesla (TSLA) Stock Jumps as Wedbush Calls Terafab a Game-Changer - CoinCentral Wedbush analyst Daniel Ives is sticking with his bullish Tesla call, reiterating a Buy rating and Street-high $600 price target following CEO Elon Musk’s announcement of a massive chip factory project called Terafab.
- dailypolitical.com Wealth Management Partners LLC Cuts Stake in Tesla, Inc. $TSLA - Daily Political Positive Sentiment: Chip-equipment and supplier tailwinds — Markets are already pricing potential beneficiaries of Musk’s fab plans (ASML, Applied Materials, etc.), which validates Terafab’s economic ripple across the semiconductor supply chain. Chip Gear Stocks Jump · Neutral Sentiment: Merger/speculation headlines — Analysts (e.g., Dan Ives) are speculating about a possible Tesla‑SpaceX tie-up or merger down the road tied to Terafab; this is highly speculative and could swing sentiment but is
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- defenseworld.net Defender Capital LLC. Purchases 5,080 Shares of Tesla, Inc. $TSLA - Defense World Positive Sentiment: Wedbush analyst Daniel Ives reiterates a bullish view on Tesla and calls the Terafab chip push “an emerging AI powerhouse,” supporting upside thesis for Tesla’s AI/robotics roadmap and the stock’s re-rating.
- Solving The Money Problem BRUTAL ROAST of Elon's "Terafab" Skeptics
- teslarati.com Tesla 'Killer' heads to the graveyard as AFEELA taps out Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry ... Ives calls Terafab the “first step” toward full operational integration.
- @tslaming Post
- dailypolitical.com Tesla, Inc. $TSLA Shares Sold by Moody National Bank Trust Division - Daily Political Positive Sentiment: Wedbush analyst Daniel Ives reiterates a bullish view on Tesla and calls the Terafab chip push “an emerging AI powerhouse,” supporting upside thesis for Tesla’s AI/robotics roadmap and the stock’s re-rating.
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- themarketsdaily.com Norden Group LLC Has $11.72 Million Stock Position in Tesla, Inc. $TSLA - Markets Daily Positive Sentiment: TeraFab / AI chip narrative draws bullish analyst support — Wedbush and others continue to call Tesla an emerging AI/semiconductor play after the Terafab chip-factory effort, which boosts the company’s long-term “physical AI” thesis. Dan Ives: Terafab Upside
- finance.yahoo.com Tesla's Next Chapter May Be Even Bigger 1%. On top of that, the two companies recently announced a joint Terafab facility, which starts to blur the lines between their operations. Wedbush analyst Dan Ives sees this as early groundwork, though he also flagged that any deal would ...
- @SawyerMerritt Post
- letsdatascience.com Analyst Predicts Tesla Merges With SpaceX | Let's Data Science In a March 2026 research note, Wedbush analyst Dan Ives reiterates his prediction that Tesla and SpaceX will merge in 2027, citing Tesla's converted $2 billion xAI stake in SpaceX and a joint TERAFAB chip facility.
- dailypolitical.com Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC - Daily Political Positive Sentiment: TeraFab / AI chip narrative draws bullish analyst support — Wedbush and others continue to call Tesla an emerging AI/semiconductor play after the Terafab chip-factory effort, which boosts the company’s long-term “physical AI” thesis. Dan Ives: Terafab Upside
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- @herbertong Post
- tipranks.com ‘Tesla and SpaceX Could Merge in 2027,’ Says Dan Ives - TipRanks.com Earlier this year, regulatory filings officially linked Tesla and SpaceX financially, and more recently, both companies announced a joint “Terafab” facility in Austin. This project includes two advanced chip factories: One is focused on Tesla’s AI needs for vehicles and Optimus robots ... According to Ives, this is the “first step” toward full integration.
- finance.biggo.com Wedbush Analyst Predicts Tesla-SpaceX Merger by 2027, Citing AI Ambitions and Terafab Project — BigGo Finance In a recent research note, Wedbush Securities analyst Dan Ives argued that the once far-fetched idea of combining the two Musk-led companies is now gaining concrete traction. The prediction comes as Tesla and SpaceX have officially linked their financial and operational destinies through a joint semiconductor manufacturing venture ...
- teslarati.com Tesla and SpaceX to merge in 2027, Wall Street analyst predicts Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry ... Ives calls Terafab the “first step” toward full operational integration.
- tickerreport.com Tesla, Inc. $TSLA Shares Sold by Riverbridge Partners LLC - Ticker Report Positive Sentiment: TeraFab / AI chip narrative draws bullish analyst support — Wedbush and others continue to call Tesla an emerging AI/semiconductor play after the Terafab chip-factory effort, which boosts the company’s long-term “physical AI” thesis. Dan Ives: Terafab Upside
- stocktwits.com TSLA Stock In Focus After Wedbush Reiterates $600 Price Target – Firm Expects Tesla And SpaceX To Merge In 2027 “While there are plenty of regulatory hurdles from the FTC and DOJ, this remains Musk’s end goal by owning 25% of TSLA over time as it enters the most important growth chapter in the company’s history,” Wedbush stated, according to a note on X that was reposted by the firm’s Global Head of Tech Research, Dan Ives.
- tradingview.com Tesla's Next Chapter May Be Even Bigger — TradingView News 1%. On top of that, the two companies recently announced a joint Terafab facility, which starts to blur the lines between their operations. Wedbush analyst Dan Ives sees this as early groundwork, though he also flagged that any deal would ...
- notateslaapp.com Tesla Releases Q1 2026 Delivery Estimates From Analysts A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
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- notateslaapp.com Elon hints at adding lossless audio and AirPlay support to Teslas A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
- notateslaapp.com Tesla Removes Disney+ App From Vehicles - Here's How to Get It Back A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
- news.futunn.com Speculation on 'Master Plan 5.0': Wedbush predicts Tesla and SpaceX may undergo a historic merger next year. Ives believes that the recent joint announcement by SpaceX and Tesla to build the Terafab megafactory further deepens the integration of their operations.
- notateslaapp.com Tesla Optimus Gains Human-Like Hands as Gen 3 Reveal Nears A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
- techi.com Tesla Stock Today (TSLA): $372, HSBC Cuts to $119, Cybercab April Launch | 2026 The two-door autonomous coupe — ... units rolling off the line transforms Cybercab from concept to reality. Terafab creates a vertical moat....
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- notateslaapp.com Wall Street Analyst Predicts Tesla & SpaceX Will Merge by 2027 Wedbush analyst Dan Ives predicts a merger between Tesla and SpaceX by 2027, noting that the Terafab project is the first step toward a unified AI empire.
- stockpickz.com The SpaceX IPO: The Biggest Market Debut in History Wedbush analyst Dan Ives (one of the more credible voices covering Musk’s empire) has publicly predicted that Tesla and SpaceX will fully merge by 2027, calling Terafab the first step toward full integration.
- notateslaapp.com New AI Breakthrough May Bring Full FSD V14 to Tesla’s HW3 Vehicles A recently issued research note ... by 2027. Ives argues that the groundwork is already actively being laid and points to the newly announced Terafab project as the ultimate catalyst for this historic combination....
- finance.yahoo.com Tesla Appears to Have a New Master Plan... and SpaceX Is a Huge Part of It One would serve Tesla's AI needs for its vehicles and Optimus robots. The other would target space-based data centers under SpaceX's vision. Ives calls the Terafab the "first step" toward full operational integration between the two companies.
- barchart.com Tesla Appears to Have a New Master Plan... and SpaceX Is a Huge Part of It Ives calls the Terafab the "first step" toward full operational integration between the two companies.
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- aol.com Elon Musk Will Merge Tesla With SpaceX Within 5 Years An example is his recently unveiled Terafab project to build a massive chip factory that will require the efforts of Tesla, SpaceX, and xAI. Merging SpaceX with xAI will enable Musk to consolidate the two companies' efforts and more easily unify ...
- finance.yahoo.com Tesla Surges 5%: Delivery Hopes, Terafab, and SpaceX Buzz Are All Converging at Once Tesla’s energy storage segment projects record 14.4 GWh deployments in Q1, growing faster than vehicles; Terafab vertical integration addresses immediate chip supply constraints as AI training compute doubles in H1 2026.
- teslahubs.com Wall Street Analyst Predicts Tesla & SpaceX Will Merge by 2027 – Hub Tesla and SpaceX could soon be combined into a single company, according to Wedbush Securities analyst Dan Ives. In a recently issued research note, he predicted that Elon Musk's two most valuable companies would merge into a single entity by 2027.
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- benzinga.com What's Going On With Tesla Stock Friday? - Tesla (NASDAQ:TSLA) - Benzinga Tesla describes Terafab as a vertically integrated semiconductor facility that combines logic, memory, packaging, testing, and lithography mask production. The initiative, unveiled by CEO Elon Musk, is designed to support AI-driven applications ...
- polymarket.com Tesla and SpaceX merger officially announced by June 30? ... 2026 | Polymarket Recent developments, including Tesla's minor stake in SpaceX via xAI conversions (cleared March 2026), joint Terafab semiconductor projects for AI compute and robotics, and SpaceX's confidential IPO filing targeting a summer debut, fuel long-term merger buzz—analysts like Wedbush's Dan Ives eye 2027 synergies in autonomous vehicles, Starlink integration, and orbital data centers—but highlight insurmountable short-term hurdles: shareholder votes amid dilution fears, antitrust scrut
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