Tesla reported $28 billion in revenue for Q3 and delivered 486,532 vehicles, showing strong sales and demand with inventory days dropping from 15 to 11. The company reached 1.74 million paid Full Self-Drive (FSD) customers, with North American attach rates over 75%, pushing annual recurring revenue close to $1 billion. Despite generating $14.9 billion in operating cash flow, Tesla's free cash flow for nine months remained steady at $1.88 billion due to $13.01 billion in capital expenditures. Tesla holds over $45 billion in liquidity but faces growing capital needs for projects like Terafab, Optimus, Cybercab, and AI infrastructure. Margins appeared weaker after adjusting for significant tariff refunds, raising questions about profitability sustainability.
Tesla shares are trading at USD 402.28 on Pluang as of Oct 27, 2026 21:52 WIB, up 2.72% for the day. The stock's market cap stands at $1.55 trillion, reflecting its significant size in the consumer cyclical sector. Despite strong quarterly results, typical investors hold Tesla for about 88 days on Pluang, with selling activity outweighing buying at 75% to 25%.
Tesla's sell ratings have dropped to just 8.3% of analyst coverage, the lowest in over 11 years, as merger speculation with SpaceX drives optimism. Despite no signed deal, several analysts upgraded Tesla, citing the potential merger as a key bullish ...
Counterpoint Research forecasts that demand for DRAM memory chips in humanoid robots will increase about 20 times by 2030, driven by more robots and higher memory per unit. However, Tesla CEO Elon Musk recently reduced memory on Tesla's robot chips t...
Tesla's stock rose 6% following a Barclays upgrade to Overweight, driven by potential merger talks with SpaceX and expected growth from Full Self-Driving tech and Shanghai exports. Barclays raised Tesla's price target to $450, highlighting a possible...
Tesla's GAAP operating profit has fallen by more than 50% since late 2023, driven by declining regulatory credits and flat vehicle deliveries. The company now relies heavily on discounted Full Self-Driving (FSD) subscriptions, with services gross pro...
YYForce Inc. praised Tesla and Elon Musk for beginning production of the Optimus humanoid robot in California, marking a key milestone for robotics and AI. YYForce plans to deploy its own humanoid robot at Novotel Singapore in November 2026 to test a...
