Tesla Seen Benefiting From SpaceX Data Center Spending, Oppenheimer Says

MT Newswires Live06-11

Tesla's (TSLA) stationary storage business could benefit from SpaceX's data center capacity spending, Oppenheimer said in a Thursday note.

The investment firm said it believes Tesla's energy storage capabilities are a key enabler of SpaceX's time-to-power and computing needs. The brokerage raised its energy storage sales forecast by 2% for the balance of 2026 and by 3% for 2027 and 2028.

Additionally, elevated oil prices and volatility are supporting global electric vehicle demand. While EV demand in China has been mixed year to date, Tesla appears to be holding its own against low-cost competition. The brokerage raised its vehicle sales forecast by 4% for 2026 through 2028.

Oppenheimer said a merger between Tesla and SpaceX is plausible but likely not imminent and added that supply-chain synergies and resource sharing between the companies could expand before any potential combination.

The brokerage now expects Tesla to generate 2026 revenue of $97.2 billion and adjusted earnings per share of $2.03, up from prior estimates of $94.5 billion and $2.00. Its 2027 forecasts were raised to revenue of $107.4 billion and adjusted EPS of $2.39 from $103.8 billion and $2.33.

Oppenheimer has a perform rating on Tesla's stock.

Price: 387.96, Change: +6.37, Percent Change: +1.67

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