Tesla reported flat revenue year-over-year for Q3 and a 56% drop in operating income, raising concerns about its current financial health. The company spent $4.7 billion on capital expenditures but only generated $3.7 billion in cash before working capital adjustments, relying on delayed supplier payments and upfront customer collections to cover the gap. CEO Elon Musk's $1 trillion pay package is tied to a potential SpaceX merger, which could shift shareholder control and trigger his payout. While the merger faces regulatory hurdles and won't stop Tesla's cash burn, shareholders are expected to support it, making the investment case dependent on this strategic move rather than Tesla's standalone performance.
Tesla's financial challenges and Musk's ambitious SpaceX-linked pay package come as the stock trades lower on Pluang. As of Oct 23, 2026 00:51 WIB, Tesla shares are priced at USD 378.20, down 2.14% for the day, with a market cap of $1.53 trillion. The stock has seen a typical hold time of 88 days on Pluang, where selling activity dominates at 76% compared to 24% buying interest.
Tesla's long-term value could be very high, but the timeline for key innovations like robotaxis and humanoid robots remains uncertain. Analyst Todd Feldman values Tesla at $519 per share by 2031, much lower than ARK Invest's $4,400 target, due to mor...
Altimeter Capital's Brad Gerstner highlights SpaceX's massive $400 billion investment to build 10 GW of computing power next year, aiming to dominate the emerging superintelligence era. This scale could represent 25% of new U.S. compute capacity, fue...
Elon Musk has invested about $1 billion in Skydance as the company integrates Paramount and Warner Bros. Discovery, aiming to save $6 billion over three years. Skydance, led by co-CEOs David Ellison and Ynon Kreiz, is merging two major studios and st...
Meta is raising over $100 billion through a new share class to fund AI investments, despite strong AI-driven growth and popular apps like Muse. Tesla lowered its capital expenditure guidance due to efficiencies, while political factors may speed up a...
Tesla's rating was downgraded from Buy to Hold, and its price target lowered from $577 to $360 due to concerns over its high valuation despite operational progress. The company showed positive free cash flow and margin improvements in Q3 2026, along ...
