UBS raised Tesla's price target to $364, noting the company's shift toward becoming a 'physical AI company' with increased investments in AI, robotics, and manufacturing infrastructure. Tesla raised its 2026 capital expenditure forecast from $20 billion to $25 billion, expecting to remain free-cash-flow negative through 2026 due to these investments. CEO Elon Musk tempered expectations on AI commercialization, indicating slow ramp-up for Optimus robots and delayed revenue from unsupervised Full Self-Driving and robotaxis. Despite near-term financial challenges, Tesla continues progress in AI software and infrastructure, including Cortex 2 AI compute rollout and expansion of robotaxi operations.
In September 2026, Tesla's stock rose modestly by about 1.1%, outperforming its Detroit rivals Ford and General Motors, which saw declines of 13.4% and 10.8% respectively. This divergence highlights Tesla's resilience amid a tough month for consumer ...
Tesla and SpaceX both reported aggressive spending strategies this summer, aiming to invest heavily now and profit later. Tesla's revenue grew 25.5% but its operating margin is thin, while SpaceX saw 92% revenue growth driven by AI and Starlink expan...
Rivian and Tesla both reported Q2 results, but the market values them very differently. Rivian, despite losses, is priced like a traditional automaker based on vehicle deliveries and gross profit, trading at 3.64 times sales. Tesla, with record deliv...
Tesla faces skepticism as repeated delays in key products like the Roadster and Semi weigh on its stock, which has fallen over 20% this year. Despite record vehicle deliveries and a strong cash position of $43.5 billion, Tesla's earnings and margins ...
Tesla has obtained $30 billion in new credit facilities from Citibank and Wells Fargo to support scaling production of its Cybercab robotaxi, Optimus robot, and Tesla Semi truck. The funds include a $20 billion three-year loan and $10 billion in revo...
