At the All-In Summit on September 15, Elon Musk, CEO of both Tesla and SpaceX, described the question of merging his two flagship companies as a « great question, » fueling speculation. Analysts estimate an 80-90% probability of such a merger by 2027, against a backdrop of growing operational synergies, including the Terafab semiconductor project and Starlink integration into Tesla vehicles. SpaceX went public in June 2026 in the largest IPO on record, making stock-for-stock merger mechanics dramatically simpler. Analysts Dan Ives of Wedbush and Gene Munster of Deepwater are optimistic, but any deal would need to clear regulatory hurdles including antitrust review and shareholder votes.
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