Barclays Predicts Potential Tesla-SpaceX Merger Announcement Ahead of December Shareholder Meeting

Barclays analyst Dan Levy suggested a merger between Tesla Inc. and SpaceX could be announced before Tesla's December 6 annual meeting, sending Tesla shares down 2.15% to $367.16 and SpaceX down 2.80% to $152.16. With SpaceX valued around $2.07 trillion and Tesla near $1.45 trillion, the hypothetical all-stock combination frames SpaceX as the acquirer, offering roughly 0.7 SpaceX shares per Tesla share. Neither firm has confirmed active talks or regulatory filings. Prediction markets remain skeptical, pricing the probability of a near-term merger between 19% and 24%.