Elon Musk’s electric vehicle company, Tesla, is expected to reach a market capitalization of $2 trillion to $3 trillion over the next two years. Meanwhile, a potential SpaceX IPO in 2026 could give investors another way to invest in Musk’s ecosystem.
Ives on SpaceX IPO
Wedbush analyst Dan Ives believes that a SpaceX IPO won’t hurt Tesla and could instead expand the Elon Musk ecosystem. SpaceX could go public in 2026 at a $1.5 trillion valuation, making it one of the most highly anticipated offerings in recent history.
Ives provided additional details on the potential SpaceX IPO, stating that “the time is right” for the company to go public. He believes that the offering could come during the early innings of an eight-to-10-year AI Revolution, and that SpaceX is at an inflection point.
Expansion of the Ecosystem
Ives argued that a SpaceX IPO could expand the Elon Musk ecosystem, providing investors with another way to invest in the billionaire’s companies. He believes that Musk is “at the centerpiece of it” for the next five to 15 years, with growth expected from multiple companies connected to him.
While some investors may be concerned that a SpaceX IPO could take away from Tesla’s fanfare, Ives thinks that it will actually increase interest in both companies. He prefers Tesla due to its future growth potential, driven by initiatives such as robotaxis and FSD.
Investor Interest
A potential SpaceX IPO in 2026 could leave investors with the tough decision of picking which company to invest in. A recent poll found that 68.3% of investors prefer SpaceX, while 31.7% prefer Tesla. The results align with prior investor demand for SpaceX, with a May 2025 poll finding that Starlink (standalone) and SpaceX (with a minority stake in Starlink) tied at the top of the poll.
Conclusion
A potential SpaceX IPO could be one of the biggest storylines of 2026, with investors and analysts closely monitoring the situation to assess its impact on Tesla stock. With Elon Musk at the helm, the next few years are expected to be exciting for both SpaceX and Tesla, and investors will be watching closely to see how the companies perform.
Key Takeaways
- SpaceX could go public in 2026 at a $1.5 trillion valuation
- The IPO could expand the Elon Musk ecosystem, providing investors with another way to invest in the billionaire’s companies
- Wedbush analyst Dan Ives believes that a SpaceX IPO won’t hurt Tesla and could increase interest in both companies
- Investors prefer SpaceX over Tesla, with 68.3% of the vote in a recent poll
- The next few years are expected to be exciting for both SpaceX and Tesla, with Elon Musk at the helm.