Analyst models potential market reaction to a SpaceX-Tesla all-stock merger
Published . Updated .
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This report does not map to a usual set of affected companies.
Directly affected
- SPCX Space Exploration Technologies-23.1% 30d
Named in this report.
- TSLA Tesla-7.7% 30d
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR holds the industrials sector that Space Exploration Technologies belongs to, so it often moves with news about it.
- LMT Lockheed Martin+10.9% 30d
Lockheed Martin is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.
- RKLB Rocket Lab-37.8% 30d
Rocket Lab is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.
- KTOS Kratos Defense & Security Solutions-31.7% 30d
Kratos Defense & Security Solutions is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.
- MDA MDA Space-7.2% 11d
MDA Space is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.
- FLY Firefly Aerospace-22.3% 30d
Firefly Aerospace is a peer of Space Exploration Technologies in guided missiles and space vehicles and parts; rivals often move on the same news.
- XLY Consumer Discretionary Select Sector SPDR+5.7% 30d
Consumer Discretionary Select Sector SPDR holds the consumer sector that Tesla belongs to, so it often moves with news about it.
- GM General Motors+6.4% 30d
General Motors is a peer of Tesla in motor vehicles and passenger car bodies; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SPCX | +9.08% | +7.82% | base | +1.23% | +4.95% | +0.88% | -7.39% |
| TSLA | -2.03% | +1.14% | base | +0.89% | -0.40% | -3.45% | -14.16% |
| XLI | -0.27% | +0.65% | base | +1.38% | +2.35% | +1.21% | -2.81% |
| LMT | -0.27% | -1.10% | base | +0.96% | +0.41% | -6.65% | -9.26% |
| RKLB | -1.66% | +7.07% | base | -4.85% | -0.48% | -4.37% | -14.88% |
| KTOS | -1.63% | +0.23% | base | -2.10% | -0.24% | -12.55% | -18.95% |
| MDA | +4.30% | +7.67% | base | -3.78% | +0.37% | -3.73% | -1.87% |
| FLY | +1.84% | +10.82% | base | -9.23% | -5.10% | -4.18% | -14.78% |
| XLY | -0.96% | -0.06% | base | +2.40% | +1.70% | +6.04% | +1.71% |
| GM | -12.69% | -5.60% | base | +2.89% | +1.06% | +5.74% | +1.75% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Analyst models potential market reaction to a SpaceX-Tesla all-stock merger Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| FLY | that day | -9.23% | final price |
| FLY | the next day | -5.10% | final price |
| FLY | two days later | -4.18% | final price |
| FLY | three days later | -14.78% | final price |
| FLY | three days earlier | +10.82% | final price |
| FLY | five days earlier | +1.84% | final price |
| GM | that day | +2.89% | final price |
| GM | the next day | +1.06% | final price |
| GM | two days later | +5.74% | final price |
| GM | three days later | +1.75% | final price |
| GM | three days earlier | -5.60% | final price |
| GM | five days earlier | -12.69% | final price |
| KTOS | that day | -2.10% | final price |
| KTOS | the next day | -0.24% | final price |
| KTOS | two days later | -12.55% | final price |
| KTOS | three days later | -18.95% | final price |
| KTOS | three days earlier | +0.23% | final price |
| KTOS | five days earlier | -1.63% | final price |
| LMT | that day | +0.96% | final price |
| LMT | the next day | +0.41% | final price |
| LMT | two days later | -6.65% | final price |
| LMT | three days later | -9.26% | final price |
| LMT | three days earlier | -1.10% | final price |
| LMT | five days earlier | -0.27% | final price |
| MDA | that day | -3.78% | final price |
| MDA | the next day | +0.37% | final price |
| MDA | two days later | -3.73% | final price |
| MDA | three days later | -1.87% | final price |
| MDA | three days earlier | +7.67% | final price |
| MDA | five days earlier | +4.30% | final price |
| RKLB | that day | -4.85% | final price |
| RKLB | the next day | -0.48% | final price |
| RKLB | two days later | -4.37% | final price |
| RKLB | three days later | -14.88% | final price |
| RKLB | three days earlier | +7.07% | final price |
| RKLB | five days earlier | -1.66% | final price |
| SPCX | that day | +1.23% | final price |
| SPCX | the next day | +4.95% | final price |
| SPCX | two days later | +0.88% | final price |
| SPCX | three days later | -7.39% | final price |
| SPCX | three days earlier | +7.82% | final price |
| SPCX | five days earlier | +9.08% | final price |
| TSLA | that day | +0.89% | final price |
| TSLA | the next day | -0.40% | final price |
| TSLA | two days later | -3.45% | final price |
| TSLA | three days later | -14.16% | final price |
| TSLA | three days earlier | +1.14% | final price |
| TSLA | five days earlier | -2.03% | final price |
| XLI | that day | +1.38% | final price |
| XLI | the next day | +2.35% | final price |
| XLI | two days later | +1.21% | final price |
| XLI | three days later | -2.81% | final price |
| XLI | three days earlier | +0.65% | final price |
| XLI | five days earlier | -0.27% | final price |
| XLY | that day | +2.40% | final price |
| XLY | the next day | +1.70% | final price |
| XLY | two days later | +6.04% | final price |
| XLY | three days later | +1.71% | final price |
| XLY | three days earlier | -0.06% | final price |
| XLY | five days earlier | -0.96% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 12 Aug 2026. That is 82 days before publication. Filed 9 Sep 2026. View the filing.
- Rep. Pete Sessions sold Tesla (TSLA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 40 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 40 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 46 days before publication. Filed 13 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Rocket Lab (RKLB), worth $15,001 - $50,000 on 28 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Rocket Lab (RKLB), worth $1,001 - $15,000 on 10 Aug 2026. That is 84 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold General Motors (GM), worth $1,001 - $15,000 on 24 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Analyst models potential market reaction to a SpaceX-Tesla all-stock merger” scores 12 out of 100. The score uses 1 sources.