Tesla's Q2 2026 earnings revealed worsening profit margins and increased spending on research and capital expenditures, causing a sharp 16.3% drop in its stock price. Management indicated plans for significant capital investment in the coming years, which may pressure future profits. Growth outlook is uncertain due to delays in robotaxi deployment and the Optimus project tied to a 2029 timeline. These challenges, combined with insider selling and volatile market sentiment, have led analysts to maintain a Sell rating despite some technical and sector improvements.
Investor Steve Eisman, known for predicting the 2008 housing crash, criticizes Tesla's valuation as excessively high unless one believes its robotaxi business will dominate globally. Tesla's 2026 price-to-earnings ratio is about 220, far above tradit...
Tesla's stock jumped 8.7% recently due to excitement over a potential new Roadster model expected by 2027, but prediction markets assign only a 37.5% chance of its delivery by then. Despite record vehicle sales and growth in energy storage and FSD su...
Zoox's regulatory cap limiting its robotaxi fleet to 100 vehicles in Nevada will expire on September 25, enabling the Amazon-owned company to expand its commercial robotaxi service in Las Vegas. This comes as competition intensifies, with Waymo launc...
Automaker stocks including General Motors, Stellantis, Ford, and Tesla surged together on a rotation into cyclical stocks, with GM leading a 4% gain. This move is not driven by company-specific news but by broader fund flows favoring cyclicals, espec...
Tesla reported record vehicle deliveries and expanded its Robotaxi service to seven U.S. cities, yet its stock is down over 20% this year due to margin compression and high capital expenditures. Despite this, Wall Street consensus sees modest upside,...
