Business Insider
20 Oct 2026, 21:48 UTC · 1h ago
Elon Musk says Tesla and SpaceX have set up committees to explore a merger
Impact · against what's priced in
The potential SpaceX merger is a material catalyst for TSLA because the market currently values it as a struggling automotive and energy business, explicitly ignoring high-margin, non-automotive paradigm shifts. However, the high shareholder approval threshold (50% of all outstanding shares) suggests a significant probability of failure, tempering the immediate upside.
- TSLA+0.40
Not in the price yet
- In context
The market is currently bearish on Tesla's core business and refuses to pay for transformative high-margin shifts; integrating SpaceX assets would introduce a massive, non-automotive growth engine not currently accounted for in the $350.25 price.
What TSLA's price assumes · Aug 25
