Tesla's GAAP operating profit has fallen by more than 50% since late 2023, driven by declining regulatory credits and flat vehicle deliveries. The company now relies heavily on discounted Full Self-Driving (FSD) subscriptions, with services gross profit surpassing total operating income. Tesla's pivot from vehicle manufacturing to AI computing demands $20 billion in annual capital expenditure and significant debt, alongside rapidly depreciating silicon costs. To justify its $1.5 trillion market valuation and $372 per share price, Tesla would need nearly 39% annual revenue growth for a decade, leaving no margin of safety for investors.
Tesla shares on Pluang are trading at USD 392.09 as of Oct 26, 2026 20:41 WIB, up 5.36% for the day. This price is below its 52-week high of USD 489.88 but well above the 52-week low of USD 298.16, indicating some recovery despite recent profit challenges. The stock's market cap stands near $1.47 trillion, close to the $1.5 trillion valuation mentioned in the news, highlighting the high expectations priced in by investors.
YYForce Inc. praised Tesla and Elon Musk for beginning production of the Optimus humanoid robot in California, marking a key milestone for robotics and AI. YYForce plans to deploy its own humanoid robot at Novotel Singapore in November 2026 to test a...
Tesla's stock debate centers on whether it's a carmaker or an AI platform, with the upcoming Robotaxi fleet as a key catalyst. The company reported Q3 revenue slightly above estimates but faced battery shortages limiting deliveries. Robotaxi's unsupe...
Car rental platform Turo will now identify Teslas equipped with Tesla's Full Self-Driving (FSD) system on its marketplace and offer eligible car owners a free one-month FSD trial. This move aims to increase exposure and adoption of Tesla's advanced d...
Tesla's stock is down 16.71% this year amid heavy R&D spending and flat revenue, but a bold target suggests it could reach $700 by 2030, nearly doubling from current levels. The company delivered 486,532 vehicles last quarter and is expanding its Ful...
Barclays analyst Dan Levy upgraded Tesla stock from 'Hold' to 'Buy' and raised the 12-month price target from $370 to $450 following Tesla's strong Q3 earnings and potential SpaceX merger. The upgrade reflects optimism about Tesla's growth in self-dr...
