Tesla (TSLA) delivered 486,532 vehicles in the third quarter, beating estimates, COINOTAG reported on Oct. 5, 2026. The Model 3 and Model Y accounted for 98% of the total, leaving all other models — the Cybertruck included — to represent the remaining 2%. That 98%-to-2% split shows how heavily Tesla's quarterly total rests on its two mass-market models, a composition that readers can use to gauge how demand for the newer Cybertruck stacks up against the established lineup each quarter.

Dan Ives, a longtime Tesla analyst who serves as partner and senior managing director at Yorkville Ives & Co., put the odds of a merger between Tesla and SpaceX above 80% by the end of 2027. The figure is his own probability estimate as an analyst, not a company statement; as of the report, no merger agreement between the two companies had been announced.

Tesla, the electric-vehicle maker led by CEO Elon Musk, reports quarterly volumes in two groups: the Model 3 and Model Y, and an "other models" category that includes the Cybertruck as well as the Model S and Model X. Quarterly delivery figures are among the company's most closely watched operating metrics, offering an early read on demand ahead of the fuller financial results Tesla publishes later in each quarterly reporting cycle.

SpaceX, founded by Musk in 2002, is a privately held aerospace company, and — unlike Tesla, which trades publicly under the TSLA ticker — it does not release quarterly operating data. That makes analyst estimates as Ives' one of the few available benchmarks for readers weighing the merger question, even though they remain opinions rather than confirmed plans. The clearest signal to watch next would be an official filing or statement from either company; none has appeared so far.

This content was first published on COINOTAG: https://en.coinotag.com/tesla-tsla-dan-ives-2027-golden-year-spacex-merger-odds