Tesla delivered a record 480,126 vehicles and $28.2 billion revenue in Q2 but missed profit estimates with EPS at $0.33 versus $0.54 consensus, causing a 27% year-to-date stock decline. Operating margin shrank due to rising expenses in AI and R&D, flipping free cash flow negative. Despite this, Wall Street sees 21% upside with a $398 target, betting on future growth from new products like Optimus and Robotaxi. Tesla could reach $500 per share by 2027 if energy storage margins hold, Robotaxi expands safely, and Optimus starts revenue, but risks include sustained high capital spending and negative cash flow.
Tesla, Inc. is increasingly becoming a software-driven company, with over 55% of new vehicle deliveries in North America now adopting its full self-drive (FSD) system. The company's paid FSD subscriptions have grown 56% year-over-year, reaching 1.48 ...
Nio's stock dropped 20% in the past month, underperforming peers like Tesla and XPeng, signaling company-specific issues rather than sector-wide problems. Despite narrowing losses in the first half of 2026, investors worry about intensified competiti...
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...
