Cathie Wood's Ark Invest estimates that a combined SpaceX and Tesla could generate $3.8 trillion in sales and $2.7 trillion in operating profit by 2031, with SpaceX accounting for roughly 62% of sales and 69% of operating profit. That figure is far above current Wall Street forecasts of $43 billion in SpaceX sales and $107 billion in Tesla sales this year. Ark said Tesla's robotaxi network could help fund SpaceX's orbital data center plans, and that a merger could happen within five years. Dan Ives of Yorkville Ives put the chance of a Tesla-SpaceX merger by the end of 2027 at 80%.
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TSLASpaceXmergers and acquisitionsElon Musk
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/19/2026 | 368.06 |
| Change that session | +3.76% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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