Tesla reported record vehicle deliveries in Q2 2026, but demand quality is weakening due to heavy discounts and lower average selling prices. Despite strong revenue growth, Tesla is expected to have negative free cash flow in 2026–2027 as capital spending exceeds operating cash generation. The current stock price of around $400 implies high expectations for future projects like Robotaxi and Full Self-Driving, while core automotive profitability and cash flow are under pressure. A valuation analysis suggests a fair value of $127 per share, indicating a significant downside from current levels.
Tesla's Q2 results showed a 26% year-over-year revenue increase, but the company's operating margin fell sharply to 1.4%, and free cash flow was negative about $1.1 billion. Automotive gross margins excluding credits dropped to 16.3%, energy margins ...
Tesla reported third-quarter vehicle deliveries that exceeded Wall Street expectations but were still 2% below last year's figures. The company faces challenges in automotive earnings due to margin pressures, pricing issues, and regulatory-credit ris...
Sunrun and Tesla set a US record by dispatching 745 megawatts from home batteries to California's grid on October 6, enough to power all homes in San Francisco and San Jose during peak hours amid a heat wave. This surpassed the previous record of 669...
Tesla's Q3 deliveries exceeded production, reducing inventory, but Q4 demands higher output with little margin for error. Support from Germany improves chances for EU-wide approval of Tesla's driver assistance software, potentially boosting future pr...
Tesla's nearly 1.5 million paid Full Self-Driving (FSD) customers and a 55% attach rate in North America underscore its expanding software distribution. The Robotaxi program has surpassed 380,000 unsupervised miles with rapid weekly mileage growth, s...
