Tesla's upcoming Q1 2026 earnings report highlights investor concerns over the cost of its proposed Terafab semiconductor plant, which could reach trillions of dollars and significantly increase capital expenditures beyond the current $20 billion guidance. Barclays maintains an Equal Weight rating with a $360 price target, emphasizing uncertainty about Tesla's capital spending and execution on this project. Despite strong cash reserves and growth in energy revenue, Tesla's stock has declined 16% year-to-date amid skepticism about the timeline and funding for Terafab, which CEO Elon Musk says is necessary to avoid chip supply limits. The Q1 call on April 22 is expected to clarify capital expenditure plans, which may impact investor sentiment more than earnings results.
Traders on Polymarket have significantly reduced their bets on a Tesla-SpaceX merger announcement this year, with the chance of a deal by September 30 now at 11%, down 28 points, and by December 31 at 24%, down 19 points. This decline contrasts with ...
Traders on Polymarket have sharply reduced the likelihood of a Tesla-SpaceX merger announcement in 2026, with odds dropping to 11% for a deal by September and 24% by December. This decline contrasts with bullish analyst views, such as Wedbush's Dan I...
The National Transportation Safety Board (NTSB) reported that a Tesla driver pressed the accelerator pedal to 100%, overriding the Full Self-Driving (FSD) software, before crashing into a house in Katy, Texas, killing a resident. The Tesla was travel...
Google has announced its biggest solar power and battery storage purchase, investing in a project in Arkansas that will generate enough electricity to meet about 6% of the state's peak demand. The project, developed with Cypress Creek Energy, will ad...
Deutsche Bank reaffirmed its Buy rating on Tesla stock, setting a 12-month price target of $465, implying a 17% upside. The bank highlighted Tesla's long-term growth potential driven by autonomy, robotics, and AI, despite expecting Q2 earnings per sh...
