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Barclays Says a Tesla-SpaceX Merger Could Be Announced Before December
Barclays said the deal would likely require approval from both shareholder bases and could make SpaceX the acquirer in substance.
- On October 14, 2026, Barclays analyst Dan Levy wrote that a potential merger between Tesla and SpaceX could be announced before Tesla's annual general meeting, which must occur by December 6.
- Vertical integration of AI technologies and supply chains drives the rationale for a combination, as Elon Musk noted Tesla overlaps "on so many fronts with SpaceX" in their operations.
- Combined, the two companies are worth about $3.5 trillion, with SpaceX's $2.07 trillion market value effectively making it the acquirer over Tesla's $1.45 trillion valuation in any potential deal.
- Roughly 11 per cent of votes in Tesla's 2025 AGM were 'Broker non-votes,' which effectively count as 'Against' votes, complicating shareholder approval for any combination.
- Neither Tesla nor SpaceX has confirmed or filed any merger agreement, and the December 6 deadline leaves little time for necessary board approvals and regulatory filings.
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Tesla, known for its electric vehicles, and SpaceX, a rocket and satellite company, have already collaborated. Both are controlled by Elon Musk
STOCK MARKET: Tesla-SpaceX merger odds rise on Kalshi
Following a Barclays note Wednesday that outlined what a merger between Tesla and SpaceX could look like, prediction market traders increased the odds of an integration above 50% for early 2027. Odds of a merger happening before March jumped to 56% by Friday morning, up from 29%. Odds for an integration before April and May climbed to similar levels. The contract asks, “When will Tesla and SpaceX merge?” and will be verified by news outlets and …
Coverage Details
Total News Sources28
Leaning Left3Leaning Right5Center4Last UpdatedBias Distribution42% Right
Bias Distribution
- 42% of the sources lean Right
42% Right
L 25%
C 33%
R 42%
Factuality
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