Tesla reported record vehicle deliveries and 25% revenue growth in Q2 2026 but missed earnings estimates by nearly 40% and burned over $1 billion in free cash flow due to heavy investment in AI and robotics. The company is pivoting from an automaker to an AI-driven platform with products like Robotaxi and Optimus robots, funded by a $43.5 billion cash reserve and $25 billion capital expenditure plan. Wall Street remains divided as Tesla’s automotive margins shrink while its AI ventures remain unproven at scale. Investors await clearer signs from upcoming quarters on margin recovery, Robotaxi expansion, and Optimus production to decide the stock’s true value.
Jefferies increased its price target for Tesla to $400 from $350, citing resilient vehicle deliveries and promising non-automotive business prospects despite rising costs. Tesla delivered 486,532 vehicles in Q3, showing steady demand across major mar...
Tesla has rebranded its Full Self-Driving (FSD) system as "Assisted Driving" in Europe following criticism from German regulators who called the original name misleading. The German Federal Ministry of Transport clarified that the system assists with...
Tesla has renamed its advanced driver assistance system in Europe from "Full Self-Driving (Supervised)" to "Tesla Assisted Driving" following concerns from Germany's transportation ministry that the original name was misleading. The change aims to be...
Tesla's stock rose 3% following its rebranding of its driver-assistance software in Europe, dropping the controversial 'Full Self-Driving' label that European regulators opposed. The new name, Tesla Assisted Driving, reflects a more restricted versio...
Tesla is investing heavily with record deliveries and growing services, but earnings are down and free cash flow is negative. The stock will likely become a conviction buy only if Tesla achieves sustained positive free cash flow despite high capital ...
