News
Market and company headlines
For questions about this article or underlying research, email help@trefis.com.

SpaceX and Tesla are exploring a merger that could require a 25% takeover premium or more, as Tesla shares break above a key moving average.

Wall Street bears are abandoning Tesla at a historic pace, and the reason has almost nothing to do with how many cars the company sells. The catalyst dividing analysts sits at the center of a potential deal that has no terms, no signature, and a deeply conflicted decision-maker.

Tesla and Turo have partnered so drivers can take Tesla’s driver assistance product, FSD, for a test drive.

Key Stats for Tesla StockPrice change for Tesla stock in last 6 months: 3%$TSLA Stock Price as of Oct. 26: $39252-Week High: $499$TSLA Stock Price Target: $409__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__>>> What Happened?Tesla (TSLA:NASDAQ) shares rose 2.

The market values one higher, and that gap could decide who gets the better end of a deal.

For questions about this article or underlying research, email help@trefis.com.

Artificial intelligence heavyweight Anthropic just filed for what could be the biggest IPO ever, and that says something important. Capital is chasing founders who still set the tempo, sign the big checks and own the long term outcomes. You can tap into that mindset too by focusing on businesses where the original builder still leads. This article breaks down three founder led stocks from the screener that fit that brief. The three stocks highlighted here offer a compelling starting point if...

Elon built the most ridiculous Tesla yet

Tesla (TSLA:NASDAQ) stock closed up 5. 2% at $391.

Cathie Wood-led ARK Invest believes Tesla Inc. (NASDAQ:TSLA) CFO Vaibhav Taneja‘s comments about the automaker wanting to develop all modes of transportation may hold some water and it has to do with CEO Elon Musk‘s other enterprises, including Space Exploration Technologies Corp. (NASDAQ:SPCX) and The Boring Company. Intercontinental SpaceX Flights? In an article published on Monday, ARK said that Tesla will likely collaborate with The Boring Co. to “circumvent congestion” and move some Robotax
Tesla (NasdaqGS:TSLA) is in talks with Fort Bend County on incentives for a proposed US$10b solar panel manufacturing facility. County officials in Texas have outlined a major local tax abatement package to attract the new Tesla solar plant to the area. Tesla reports its Megapack grid-scale battery systems are nearly sold out through 2027 as production capacity ramps. The Fort Bend solar plant plan and near-full Megapack backlog sit beside wider trends our research has uncovered. Our...

The logic is compelling, but would combining the two businesses create more value for shareholders -- or simply a bigger company with bigger ambitions?
ARK models a 3.8-fold boost to Tesla investor returns and a 7.2-fold boost to SpaceX investors’ incremental returns.

Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.1% in the afternoon session after Barclays upgraded the company to Overweight from Equal Weight and raised its price target to $450 from $370.

ARK’s model assigns roughly 80% of Tesla’s 2031 enterprise value to robotaxis, supported by Full Self-Driving adoption among North American deliveries rising from about 55% in the second quarter to more than 75% in the third.

Tesla just put on a flying-car show, but "Shark Tank" investor Kevin O’Leary is looking past the stunt. He thinks the bigger story is a merger with Space Exploration Technologies Corp., and he says shareholders of either company could end...

Dow Jones Futures: Elon Musk-led Tesla stock led the market higher Monday. Amazon, Alphabet and Microsoft earnings are due this week.

Lauren Cassidy, CIO at Founders 100 ETF, joins Scarlet Fu and Athanasios Psarofagis on "Bloomberg ETF IQ." They discuss the Founders 100 ETF (ticker: FFF), the possible merger between Tesla and SpaceX, and how Meta is seeking to raise as much as $95B from selling common and preferred stock.
Could this be the key to Tesla bouncing back from its recent troubles?

Tesla is looking to start manufacturing its Optimus robots, but this industrial giant has been helping factories automate for decades.

Key TakeawaysBarclays upgraded Tesla to Overweight on Monday, raised its price target to $450 from $370, and called a SpaceX merger a key part of the bull case. Scott Galloway argues the merger would be a bailout in which Tesla holders win and SpaceX holders pay.

Tesla Inc. CEO Elon Musk said some humanoid robot demonstrations rely on pre-programmed tasks and he aims to release footage of Optimus working without a script in a month or two, ahead of its first deliveries to other companies late...
Tesla is breaking out to a three-month high, clearing a key chart level as Wall Street warms to a possible SpaceX combination.

SpaceX is growing far faster. But how much of a combined company would the EV maker's shareholders own?

Barclays analyst Dan Levy upgraded Tesla stock to Buy from Hold. His target price went to $450 from $370.

A Barclays upgrade tied to merger potential is splitting the electric vehicle group, lifting its largest name while two smaller rivals slip. Tesla (NASDAQ:TSLA) stock is up 6%, trading at $394.72, a gain that pushes a possible takeover premium into how the market values the car maker. Meanwhile, Lucid Group (NASDAQ:LCID) stock is down 4% […]

Barclays upgraded Tesla to ‘Overweight’ and raised the price target, citing potential premium for Tesla shareholders due to the expected merger.

Tesla is down big this year, burning through billions in R&D, and facing a Wall Street consensus that barely sees any upside. Yet one bold target suggests the stock could nearly double by 2030, and the case for it rests on catalysts most analysts are underestimating.

Investing.com -- Barclays upgraded Tesla to Overweight from Equal Weight and raised its price target to $450 from $370, citing a potential merger with SpaceX, stronger core business trends and early signs of a Robotaxi inflection.

Car rental marketplace Turo is debuting the first verified Tesla FSD (Supervised) rental experience for travelers in the U.S.

For questions about this article or underlying research, email help@trefis.com.

Tesla, Inc.âs profit plunge, FSD reliance, and AI CapEx risks challenge its $1.5 trillion valuation. Click for this TSLA stock earnings update.

Tesla, Inc. faces merger risks, rich valuation, and capex pressure despite EV and FSD growth. Click for this TSLA update and earnings review.

Tesla stock looks attractive with multiple catalysts ahead.

Elon Musk says merging his SpaceX and Tesla would be 'a good idea.' It might be — for him.



Management says spending will rise in the coming years, which suggests this year’s cut is about timing rather than ambition.


Key TakeawaysTesla shares jumped 6% after Barclays upgraded the stock to Overweight and raised its price target to $450 from $370, citing a possible merger with SpaceX. Barclays thinks a takeover premium will lift the stock and limit the downside, but that floor depends on a vote Tesla will have a hard time winning.

Analysts upgraded SAFE, CNOB, LMT and more.

Asian stocks slipped Monday as the dour mood that sullied last week's trading continued, with investors gearing up for a crucial run of central bank decisions and tech earnings.Also in view this week are policy decisions by the Federal Reserve, European Central Bank and Bank of Japan.