What would be the impact on Tesla if SpaceX receives the Elon Musk premium?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 10 2025
0mins
Source: SeekingAlpha
SpaceX IPO Plans: SpaceX is reportedly planning an IPO in mid-to-late 2026, aiming for a valuation of up to $30 billion, which would mark the largest public offering in history at a current valuation of $1.5 trillion.
Impact on Tesla Shareholders: Analysts warn that the SpaceX IPO could alter the "Elon premium" that has benefited Tesla, as investors may diversify their investments between the two companies, potentially affecting Tesla's valuation.
Current Tesla Performance: Tesla shares have increased by over 10% year-to-date, although they are underperforming compared to the S&P 500 Index.
Analyst Insights: Hargreaves Lansdown equity analyst Matt Britzman highlights the excitement surrounding the SpaceX IPO while cautioning Tesla investors about the implications for their investments.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 417.850
Low
25.28
Averages
401.93
High
600.00
Current: 417.850
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Expansion Opportunities: Ferrari aims to penetrate EV-friendly markets like China with the Luce, leveraging its high-tech features and comfort to meet customer demands for diverse lifestyle needs, thereby enhancing brand competitiveness in emerging markets.
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- Concerning Financials: As of the end of March, SpaceX's accumulated deficit stood at $41.3 billion, highlighting the financial risks since inception, prompting investors to carefully consider its long-term profitability.
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See More
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- Negotiation Dynamics: Trump's remarks indicate an active U.S. government stance in addressing tensions in the Middle East, which could influence international investor confidence in the region.
- Market Reaction Expectations: The market may respond positively to this news, with investors closely monitoring subsequent negotiation developments to assess potential impacts on the energy market.
See More
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- Increased R&D Investment: The company allocated $1.95 billion towards AI infrastructure, funding projects like FSD v14.3 and Dojo 3, indicating that Tesla's strategic focus on AI will drive future technological innovation and enhance its competitive edge.
- Capital Investment and Partnerships: Tesla committed $2 billion to xAI and signed an AI collaboration framework agreement, directly linking its balance sheet to Musk's OpenAI competitor, showcasing its ambitions and strategic significance in the AI sector.
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