At SpaceX's earnings call on Tuesday, CEO Elon Musk said merging his two companies would be a 'good idea', and the boards of both have formed special committees to study a possible tie-up. Ahead of Tesla's results after the close on Wednesday, analysts polled by LSEG expect earnings of 43 cents per share and revenue of $27.9 billion, a slight decline from $28.1 billion a year earlier. Tesla's third-quarter deliveries were 486,532, about 2% below the year-ago level, while capital expenditures are expected to top $25 billion this year, up from about $8.5 billion in 2025. Musk said a merger would need support from 50% of all shares, which he called 'quite a high hurdle'. Tesla's stock is down 14% this year.
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TSLAmergers and acquisitionsElon MuskSpaceX
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/20/2026 | 373.77 |
| Change that session | +1.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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