The Forecast Is Explained

Oct 15, 2026 · 0:32

The city of Ledgerville, where Barclays says Tesla and SpaceX may merge by December. Baron Von Bottomline: a synergistic all-stock combination, vertically integrated! Dash: SpaceX buys Tesla with shares, Barclays thinks. Pop: annual meeting by December sixth. Zap: shareholders vote, and eleven percent didn't last year; non-votes count as against. A forecast, not a filing.

Barclays analysts say a Tesla–SpaceX merger, which they call the consensus expectation, could be announced before Tesla's annual meeting, due by December 6 at the latest, most likely as SpaceX buying Tesla for stock; it is a forecast, not a filing, and the hurdle is shareholder votes, since about 11% of the votes at Tesla's 2025 meeting were broker non-votes that count as against.

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