- Tesla is set to unveil its redesigned Roadster on Thursday, Oct. 15, 2026, at a SpaceX test site in McGregor, Texas.
- Barclays analysts led by Dan Levy view AI as a central driver of a potential Tesla-SpaceX merger and see it as possible as soon as this fall.
- Barclays says an announcement by late October or early November would allow merger approval at Tesla's annual shareholder meeting, which no later than Dec. 6.
- Barclays estimates a deal would give Musk around 37% of a combined Tesla/SpaceX and 56% of the voting power, depending on structure and valuations.
- Tesla's stock has been languishing and is sinking ahead of the Roadster demo, per Investor's Business Daily.
- Morningstar's Seth Goldstein expects Tesla to sell around 2,000 Roadsters a year, a fraction of the 1.6 million vehicles Tesla sold last year, and Roadster reservations remain at $50,000 each.