Dearborn Partners LLC ve 2. čtvrtletí otevřela novou pozici v Tesle a nakoupila 2 558 akcií za zhruba 951 000 USD. Institucionální investoři drží 66,20 % akcií společnosti.
Dearborn Partners LLC acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,558 shares of the electric vehicle producer’s stock, valued at approximately $951,000.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Bamco Inc. NY lifted its holdings in shares of Tesla by 5.0% during the second quarter. Bamco Inc. NY now owns 12,524,752 shares of the electric vehicle producer’s stock valued at $5,267,911,000 after acquiring an additional 591,243 shares during the period. Wealthquest Corp bought a new stake in shares of Tesla in the 4th quarter worth about $1,035,000. Private Capital Advisors Inc. increased its position in shares of Tesla by 139.3% during the 4th quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer’s stock worth $9,593,000 after purchasing an additional 12,417 shares in the last quarter. Knights of Columbus Asset Advisors LLC increased its position in shares of Tesla by 34.8% during the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer’s stock worth $28,998,000 after purchasing an additional 16,652 shares in the last quarter. Finally, Canada Post Corp Registered Pension Plan lifted its holdings in Tesla by 26.6% during the 4th quarter. Canada Post Corp Registered Pension Plan now owns 70,955 shares of the electric vehicle producer’s stock valued at $31,910,000 after purchasing an additional 14,900 shares during the last quarter. Institutional investors own 66.20% of the company’s stock.
Analyst Ratings Changes A number of equities analysts have commented on TSLA shares. Needham & Company LLC restated a “hold” rating on shares of Tesla in a research report on Thursday, July 23rd. Cantor Fitzgerald reiterated an “overweight” rating and issued a $485.00 target price (down from $510.00) on shares of Tesla in a research note on Thursday, July 23rd. Glj Research reissued a “sell” rating on shares of Tesla in a report on Friday, September 4th. HSBC restated a “hold” rating on shares of Tesla in a research report on Monday, June 15th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Tesla in a report on Friday, August 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, eighteen have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $401.74.
Check Out Our Latest Stock Report on TSLA Tesla Trading Up 4.0% NASDAQ:TSLA opened at $368.16 on Wednesday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.94 and a quick ratio of 1.55. The business’s 50-day simple moving average is $356.02 and its 200-day simple moving average is $382.15. Tesla, Inc. has a fifty-two week low of $297.38 and a fifty-two week high of $498.83. The stock has a market capitalization of $1.45 trillion, a PE ratio of 340.89, a price-to-earnings-growth ratio of 17.88 and a beta of 1.84.
Tesla (NASDAQ:TSLA – Get Free Report) last announced its earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 EPS for the quarter, missing the consensus estimate of $0.50 by ($0.17). Tesla had a return on equity of 3.82% and a net margin of 3.67%.The company had revenue of $28.24 billion for the quarter, compared to analyst estimates of $26.42 billion. During the same quarter last year, the business posted $0.33 earnings per share. The business’s quarterly revenue was up 25.5% on a year-over-year basis. Sell-side analysts expect that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year.
Key Stories Impacting Tesla Here are the key news stories impacting Tesla this week:
Positive Sentiment: Slovenia approved Tesla’s supervised Full Self-Driving system, becoming the sixth European country to authorize the technology. The decision could support wider European adoption and future high-margin software revenue. Slovenia clears Tesla FSD driver assistance Positive Sentiment: Goldman Sachs estimates Tesla’s Cybercab could operate for as much as $0.30 less per mile than competing autonomous vehicles if Tesla achieves its targeted $20,000–$30,000 production cost, strengthening the long-term robotaxi business case. Tesla Cybercab cost advantage Neutral Sentiment: Tesla has begun limited paid Cybercab rides in Austin, moving its steering-wheel-free robotaxi from concept toward commercial service. However, the small rollout provides little evidence yet regarding pricing, utilization, fleet growth or profitability. Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Negative Sentiment: The National Highway Traffic Safety Administration opened a probe into the certification and safety of nearly 1,000 Cybercabs, focusing on the vehicles’ lack of steering wheels and pedals. The investigation could delay expansion and increase regulatory costs. Cybercab certification regulatory probe Negative Sentiment: The Cybercab launch was viewed as muted because Tesla did not provide clear economics, production targets or a nationwide rollout schedule. Investors are also comparing Tesla’s limited Austin operation with Waymo’s much larger autonomous ride network. Tesla stock falls after Cybercab launch and NHTSA probe Negative Sentiment: Weak demand remains a concern: Tesla’s Chinese retail sales fell 12.4% in August, while European registrations were mixed. A viral video showing a person repeatedly triggering a Cybercab’s emergency braking also raised additional safety questions. Tesla sales in China About Tesla (Free Report)
Tesla, Inc is an American technology and automotive company that designs, develops, manufactures and sells electric vehicles and related energy products. Its vehicle lineup has included the Model S, Model 3, Model X, Model Y and Cybertruck, along with commercial and specialty products such as the Tesla Semi.
The company also develops energy-generation and storage products, including solar panels, solar roofing systems and battery storage solutions for residential, commercial and utility customers.
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Tesla začala v Austinu vozit platící zákazníky v Cybercabu bez volantu a pedálů. Robotaxi se rozšiřuje do sedmi trhů v USA, ale NHTSA zahájila audit bezpečnosti.
Tesla (TSLA +3.98%) just took a major step toward the future investors have been waiting for.
The Cybercab, Tesla's self-driving taxi, is no longer a concept on a stage. Tesla has begun offering paying customers in Austin, Texas, the opportunity to ride in its steering-wheel-free, pedal-free autonomous vehicles.
That makes this an interesting moment for Tesla investors, as the future it has been promising for years seems increasingly tangible.
But does that make the stock a buy in September?
Image source: Getty Images.
Tesla is finally moving from promise to product For years, Tesla's biggest opportunities existed mostly in the future. Robotaxis were coming. The humanoid robot Optimus was coming. Artificial intelligence would eventually transform the company.
Now some of those projects are beginning to arrive in tangible ways. In its second-quarter earnings release, Tesla said it had expanded its Robotaxi service to seven U.S. markets, and noted that production of the Cybercab has begun. The company also expects to begin production of Optimus soon.
Those aren't just promises anymore. They're early-stage commercial products and businesses.
If autonomous transportation becomes a massive market and Tesla captures a meaningful share of it, the electric vehicle (EV) business that accounts for most of the company today could eventually serve as the foundation for something much larger. The same is true for Optimus. Humanoid robots capable of performing useful work at scale could open a market that is difficult to quantify today. The potential is enormous.
But potential isn't the same as earnings.
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The Cybercab is an important test The most important question for Tesla investors isn't whether the Cybercab can drive itself. It's whether Tesla can turn autonomous driving into a high-return business. That's a much higher bar.
Currently, the rollout of those vehicles remains limited. And almost immediately after Tesla began putting passengers into Cybercabs, the National Highway Traffic Safety Administration opened an audit to examine Tesla's self-certification and investigate whether the unusual vehicle complies with federal safety standards.
That doesn't mean the Cybercab will fail. But it does mean that its commercialization isn't simply a matter of manufacturing more EVs. Tesla will need to successfully navigate regulatory, safety, insurance, customer adoption, fleet operations, and economic considerations.
Even the company acknowledged that scaling its Robotaxi arm quickly is not the main priority -- scaling safely is. That's precisely why the next phase of the process could go more slowly than investors want.
Tesla is spending heavily on the future There's another reason I wouldn't chase the stock. Tesla is spending aggressively now, well ahead of its biggest new businesses reaching meaningful scale.
The company expects its 2026 capital expenditures to exceed $25 billion, and says that spending will continue to grow over the next two to three years as it expands its Robotaxi fleet, Optimus production, semiconductor capacity, AI compute, solar power system manufacturing, and other infrastructure.
The impact of these investments is already being reflected in its financials. In the second quarter, the company's free cash flow was negative $1.1 billion.
The silver lining is that the cash and investments on its balance sheet totaled roughly $44 billion, and it has almost no debt. So, this free cash outflow isn't creating a balance sheet emergency.
In other words, Tesla can afford to spend heavily, but we have very little clarity about whether these investments will generate long-term shareholder returns.
That's where valuation becomes important With a market capitalization of roughly $1.1 trillion (as of this writing) and trading at a price-to-sales (P/S) ratio of 12.1, Tesla isn't priced like an ordinary automaker. That valuation assumes Tesla will become much larger.
For perspective, peer automaker General Motors has a P/S ratio of 0.5.
Investors are effectively assigning substantial value to autonomous transportation, robotics, AI, energy, and software businesses that aren't yet producing anything close to the revenues and profits that it will take to justify this valuation.
That's what makes investing in Tesla's stock difficult. If Tesla management is right about the potential of Robotaxis and Optimus, the current stock price could eventually look cheap in retrospect. If they are even modestly wrong about the timing or the potential market opportunities, however, the stock could struggle.
And that's an important point. Tesla doesn't need to fail for the stock to disappoint. The stock could suffer if the company merely succeeds more slowly than investors expect.
Should you buy Tesla stock in September? For me, Tesla is a stock to watch rather than chase.
The company has made genuine progress. A few Cybercabs are now carrying paying passengers. The company's Robotaxi operations are expanding, and Optimus is moving toward production. Those developments make Tesla's long-term story more credible than it was a few years ago.
But they haven't yet proved that Tesla can generate the enormous profits required to justify its current valuation. That's the distinction investors need to keep in mind.
In short, investors who buy the stock today are paying a premium for a future that is becoming more real, but one that hasn't fully arrived.
Tesla stále drží 11 509 bitcoinů v hodnotě zhruba 902 milionů USD, což je méně než původní investice ve výši 1,5 miliardy USD. Firma většinu prodala v roce 2022 a od té doby pozici výrazně neměnila.
Tesla Inc‘s (NASDAQ:TSLA) Bitcoin (CRYPTO:$BTC) investment has become one of the longest-running corporate crypto bets on Wall Street—but it looks very different today than it did in 2021.
After selling most of its holdings during the 2022 crypto downturn, the electric vehicle maker still owns 11,509 Bitcoin, a position worth roughly $902 million at Bitcoin’s current price of about $78,700.
Tesla disclosed in February 2021 a $1.5 billion Bitcoin purchase, becoming one of the first major public companies to add the cryptocurrency to its balance sheet. The move, announced in a Securities and Exchange Commission filing, was widely viewed as a vote of confidence in Bitcoin as both a treasury asset and an alternative store of value.
Just weeks later, Bitcoin’s rally pushed Tesla’s position above $2.5 billion on paper. But the company’s strategy changed dramatically in 2022.
During the second quarter of 2022, Tesla sold approximately 75% of its Bitcoin holdings, citing the need to maximize cash amid COVID-related uncertainty in China rather than a change in its view of Bitcoin. The sale reduced Tesla’s holdings to roughly 11,509 BTC, where they have remained ever since.
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Bitcoin Holdings TodayAlthough Tesla has made no significant changes to its Bitcoin treasury in years, the position remains one of the largest held by a publicly traded operating company. That makes it a closely watched barometer for how traditional corporations approach digital assets.
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At today’s Bitcoin current price hovering at around $78,700, Tesla’s remaining holdings are worth about $902 million—still below the company’s original $1.5 billion investment despite Bitcoin’s recovery from the depths of the 2022 crypto bear market.
The contrast highlights an often-overlooked aspect of Tesla’s Bitcoin story: it’s no longer represents an aggressive corporate buyer of Bitcoin. Instead, it has effectively become a long-term holder, allowing the value of its treasury to rise and fall with the market without materially changing its position.
What Investors Should WatchTesla’s Bitcoin holdings are no longer large enough to define the company’s financial performance, but they remain an important signal of management’s capital allocation strategy. Any future purchase, sale, or commentary on digital assets would likely attract outsized attention because Tesla remains one of the few global blue-chip companies with a meaningful Bitcoin treasury.
For investors, the key question is no longer whether Tesla will become a larger Bitcoin buyer.
Instead, it is whether the company continues treating its remaining 11,509 BTC as a strategic long-term asset—or decides the time is right to finally close the chapter on one of corporate America’s most influential crypto investments.
Tesla v srpnu v Číně prodala 50 047 vozů, což bylo o 12,4 % méně než před rokem a zároveň nejslabší srpnový výsledek od roku 2022. Čínský trh s elektromobily zároveň oslabil a domácí prodeje v odvětví klesly o 24 % na 1,54 milionu kusů.
Tesla's August numbers out of China signal trouble for a company already struggling to find a win in 2026, and the problems extend well beyond one month of weak demand.
Tesla (NASDAQ: TSLA | TSLA Price Prediction) got some bad news. Its retail sales in China fell 12.4% in August. China is by far the world’s largest EV market. Tesla sales dropped to 50,047, according to the China Passenger Car Association (CPCA). It was Tesla’s weakest August since 2022. The Shanghai factory exported 36,119 vehicles, which was a positive sign.
Tesla’s sales are likely being pulled down because of an overall weak market in China. Across the industry, domestic sales cratered 24% to 1.54 million units.
While the export news was good for Tesla, EV companies need China because of the market’s huge volume. To keep pace with its second quarter, it needs to produce over 450,000 vehicles and deliver over 480,000 vehicles worldwide. Since the US EV market has been weak so far this year, EU and UK sales must make up the difference. Those markets are too small.
The China figures raise the question once again about how important EV sales are to Tesla’s future. Its performance in its home market will not save what is likely to be a down year for global sales. EV reports note, “In the first half of the year, Tesla moved an estimated 234,425 vehicles in the US, roughly 40,200 fewer than the 274,638 sold in the same period of 2025 — a decline of approximately 14.6%.”
Tesla’s appeal to the investment community is that products beyond EVs are the key to the future, that EV sales won’t lift the company’s revenue, and that CEO Elon Musk says other prospects are much larger. An update on its Cybercab was weak enough to drag the stock down 6%, which puts it down 21% for the year. The S&P 500 is 13% higher.
If Tesla’s autonomous driving cab were the only option for this kind of transportation, the market might view it differently. However, several similar products exist, led by Google’s Waymo. The entire industry is also hampered by slow approval from local authorities to operate on the road without restrictions.
Tesla needs a “win” this year, and so far it hasn’t gotten one.
Contact [email protected] for any questions or corrections.
Tesla čelí vyšetřování NHTSA kvůli certifikaci téměř 1 000 Cybercabů pro federální bezpečnostní standardy. Regulátor zkoumá i to, jak vůz bez volantu, pedálů a zrcátek prošel schválením.
Key Takeaways Tesla faces an NHTSA probe into certification of nearly 1,000 Cybercabs for federal safety compliance.The Cybercab lacks a steering wheel, pedals and conventional mirrors, challenging existing vehicle standards.NHTSA is weighing rule changes as Tesla expands its robotaxi service beyond its initial Austin deployment. Tesla, Inc. (TSLA - Free Report) faces a regulatory probe after the U.S. National Highway Traffic Safety Administration (NHTSA) opened an investigation into the certification of nearly 1,000 Cybercabs, raising questions about how the driverless vehicles meet federal safety standards.
The inquiry comes as Tesla begins commercial deployment of a limited number of two-seat Cybercabs in Austin, TX. The company plans to gradually expand the service by adding more vehicles and eventually bringing the robotaxis to other markets.
At the heart of the investigation is how Tesla certified a vehicle designed to operate without a human driver despite lacking conventional controls found in traditional road vehicles.
The Cybercab lacks a permanently attached steering wheel, brake pedal, accelerator pedal or conventional mirrors. NHTSA is reviewing the process and technical information Tesla used to certify the vehicles as compliant with federal motor vehicle safety standards. The agency will also examine how Tesla determined that certain standards did not apply to the Cybercab.
Tesla did not immediately respond to requests for comment.
The investigation comes as Tesla seeks to make the Cybercab the foundation of a larger robotaxi business, while regulations governing vehicles without traditional human controls continue to evolve.
Under current rules, manufacturers generally self-certify compliance with the Federal Motor Vehicle Safety Standards. However, the Cybercab's unconventional design creates additional challenges because many existing standards were developed for vehicles operated by a person seated behind a steering wheel.
NHTSA has been considering changes to accommodate autonomous vehicles. In June, the agency proposed eliminating the requirement for conventional manual brake pedals in certain self-driving vehicles and has been evaluating other regulatory changes that could enable autonomous vehicles to operate without equipment designed for human drivers.
The Cybercab probe is notable because regulators are working toward rules that could make vehicles with such designs easier to deploy, while Tesla has already applied its interpretation of the existing framework. TSLA carries a Zacks Rank #4 (Sell) at present.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Updates on Autonomous Driving Efforts by Other AutomakersIn March, Lucid Group, Inc. (LCID - Free Report) unveiled its robotaxi concept, the Lucid Lunar, a two-seat vehicle designed without a steering wheel or pedals. The company is also nearing an agreement with Uber Technologies, Inc. UBER to develop a robotaxi based on an upcoming midsize Lucid model. Meanwhile, Lucid is partnering with autonomous driving firm Nuro to develop a self-driving version of its Gravity SUV, which is expected to join Uber’s network in the San Francisco area by the end of this year.
Rivian Automotive, Inc. (RIVN - Free Report) is also expanding its presence in the autonomous ride-hailing market through a partnership with Uber. In March, Uber announced plans to invest up to $1.25 billion in Rivian as part of an agreement to deploy as many as 50,000 Rivian robotaxis across multiple countries by 2031. The deal includes an initial $300 million investment, subject to regulatory approval. Rivian and Uber expect the R2-based robotaxis to operate exclusively through Uber’s ride-hailing and delivery platform across 25 cities in the United States, Canada and Europe, with San Francisco and Miami targeted as the first markets in 2028.
Tesla’s Price Performance, Valuation and EstimatesTesla has underperformed the Zacks Automotive – Domestic industry in the last six months. Tesla has lost 11.2% compared with the industry’s decline of 5.8%.
Image Source: Zacks Investment Research
From a valuation perspective, Tesla appears overvalued. Going by its price/sales ratio, the company is trading at a forward sales multiple of 12.24, higher than the industry’s 3.24.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 and 2027 EPS has moved down 31 cents and 26 cents, respectively, in the past 60 days.
Key Takeaways Tesla registrations jumped 279% in France and 104% in Denmark during August.Registrations fell 79% in both Norway and Spain, while Sweden, Portugal and Italy also declined.Tesla's European sales recovery has benefited from easier comparisons, incentives and EV interest. Tesla’s (TSLA - Free Report) August vehicle registrations across key European markets delivered a mixed performance, with sharp increases in France and Denmark offset by steep declines in Norway, Spain, Sweden, Portugal and Italy.
New Tesla registrations, which are generally used as an indicator of sales, jumped 279% year over year in France and 104% in Denmark, per the data from France’s PFA and Denmark’s bilstatistik.dk.
However, registrations plunged 79% in both Norway and Spain, while Sweden, Portugal and Italy recorded declines of 41%, 37% and 36%, respectively, per the data from national automotive industry organizations OFV, Mobility Sweden, ANFAC and ACAP, and Italy's Transport Ministry.
In Norway, the steep decline may partly reflect a difficult comparison with last year, when buyers accelerated purchases ahead of a fiscal policy change scheduled for the end of 2025, per the European auto market analyst Matthias Schmidt.
Tesla’s European sales have generally recovered this year following two consecutive years of declines. The improvement has been supported by easier year-over-year comparisons, higher fuel prices, government incentives and increasing consumer interest in electric vehicles. Registration data from the United Kingdom and Germany, Europe’s two largest auto markets, is expected later this week. TSLA carries a Zacks Rank #4 (Sell) at present.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Global Sales Data of Other AutomakersBYD Company Limited (BYDDY - Free Report) reported strong growth in August, selling 440,293 new energy vehicles (NEVs), up 17.8% year over year and 5.03% from July. The figure marked BYD’s highest monthly sales total of the year and extended its recovery with a fourth consecutive year-over-year increase. Passenger NEV sales rose 16.7% year over year to 433,384 units, while BYD’s commercial NEV sales jumped 225.1% to 6,909 units, despite declining from July.
Geely Automobile Holdings Limited (GELHY - Free Report) also recorded another increase in monthly sales, with August deliveries reaching 270,194 vehicles, which increased 8.01% year over year and marked its strongest monthly performance this year. Geely’s overseas shipments were particularly strong, surging 205.2% to 110,094 vehicles. Exports hit a record for the eighth consecutive month and represented about 41% of Geely’s total sales, helping offset continued weakness in its domestic market.
Tesla’s Price Performance, Valuation and EstimatesTesla has underperformed the Zacks Automotive – Domestic industry in the last six months. Tesla has lost 11.2% compared with the industry’s decline of 5.8%.
Image Source: Zacks Investment Research
From a valuation perspective, Tesla appears overvalued. Going by its price/sales ratio, the company is trading at a forward sales multiple of 12.24, higher than the industry’s 3.24.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 and 2027 EPS has moved down 31 cents and 26 cents, respectively, in the past 60 days.
Tesla spustila Cybercabs v Austinu a podle CNBC může rychle rozšířit autonomní taxislužbu i do dalších míst. Čínské automobilky se zároveň podle expertů připravují na výraznější expanzi do USA.
Na CNBC se zaměřili na „cybercabs“ Tesly, tedy její nově nabízenou službu autonomních taxíků. Tim Higgins z The Wall Street Journal si myslí, že rozjetí této služby je ale komplikovaný proces, zahrnuje budování infrastruktury a dalších podpůrných systémů. Zmínil v této souvislosti společnost Waymo a její taxíky. Zpočátku bylo podle Higginse velmi zajímavé používat jejich službu, pak se z toho stala rutina. To samé by přitom měla dosáhnout Tesla. Měla by ukázat, že její kybernetické taxíky jsou naprosto běžnou, nudnou službou, bez nehod a problémů.
Tesla rozjela službu v Austinu, ale Higgins si myslí, že firma má schopnost rychle rozjet výrobu taxíků a rozšířit rozsah služeb na další místa. Měla by v tom mít výhodu před společností Waymo, která tuto schopnost podle odborníku nemá. Nakupuje totiž své vozy od jiných výrobců a pak je upravuje tak, aby mohly fungovat jako autonomní taxíky. „Až bude vše připravené, Elon může vyrobit milion těchto věcí,“ dodal expert. V negativním scénáři by ale šlo o pomalý proces, kdy by Tesla nebyla schopná se svou technologií založenou na kamerách službu spolehlivě nabízet.
Higgins k uvedenému dodal, že Musk pevně věří v autonomní řízení založené právě na kamerách, ne na laseru. Tedy na systému LiDAR. Musk se totiž domnívá, že když lidé nepotřebují ke své orientaci lasery, auta by měla být schopná toho samého. K diskusi na CNBC přispěl i Ross Gerber z Gerber Kawasaki, který klade důraz na konkurenci, kterou představuje Waymo, ale i Uber. A k tomu se v USA objevují další společnosti, které chtějí nabízet autonomní taxíky. Na jednu stranu tak investor u autonomních služeb Tesly očekává růst, ale měl by to být jen postupný proces.
Gerber souhlasí s názory, podle kterých by Uber měl kvůli rostoucí konkurenci autonomních taxíků ztrácet. Ty druhé „si totiž nestěžují a pracují ve dne v noci“. Konkrétně by mohlo dojít k tomu, že autonomní taxíky budou jezdit za nižší ceny, což vyvolá tlak na ceny Uberu a odměny řidičů. A následně klesne atraktivita tohoto zaměstnání. K tomu se podle investora zhoršuje kvalita služeb Uberu, ale firma by mohla mít v budoucnu stále místo na trhu třeba u starších klientů. A obecně tam, kde je třeba „lidské pomoci“.
Michael Dunne z Dunne Insights pak na CNBC hovořil o tom, že dochází k velké změně na globálním automobilovém trhu. Dříve se totiž velké automobilky intenzivně zaměřovaly na čínský trh, jenže na něm postupně klesaly marže a zisky. Nyní se čínské automobilky naopak zaměřují na nové trhy, nejzajímavějším z nich jsou přitom Spojené státy. A podle experta se zdá, že se blíží okamžik, kdy na něm budou znatelně expandovat. Nyní je mimo jiné brzdí cla a další omezení včetně zákazu používání čínského softwaru v automobilech prodávaných na americkém trhu. Tak se čínské společnosti zaměřují hlavně na Mexiko a Kanadu.
Tesla 3. září v Austinu uvedla Cybercab, speciální autonomní elektrické vozidlo pro svou robotaxi flotilu. Jde o důležitý krok k rozšíření služby, ale firma čelí i regulačnímu vyšetřování.
Tesla (TSLA -5.92%) has significantly lagged broader equities this year, partly because its core electric vehicle (EV) business has faced headwinds. However, the company is working on projects that could substantially improve its financial results. One of them is its humanoid robot, which CEO Elon Musk claimed will be the "biggest product ever." The other is Tesla's robotaxi fleet, which, once it scales, could transform Tesla's business for the better.
The company has made progress on both fronts recently, and it even achieved an important milestone within its robotaxi business that investors should take note of.
Image source: The Motley Fool.
Tesla's robotaxi plans take a leap forwardTesla first launched its robotaxi service in Austin in June of last year. Since then, it has expanded it to several other cities across the U.S. The company has used its Model Y, running on its Full Self-Driving (FSD) software, in its robotaxi service. However, it was always Tesla's plan to launch a purpose-built vehicle specifically for its robotaxi business. Mission accomplished. On Sept. 3, Tesla debuted the Cybercab in Austin. The Cybercab is a dedicated, autonomous electric vehicle that could become the backbone of Tesla's robotaxi fleet.
What is the advantage of the Cybercab? It is a two-seater (most ride-hailing trips involve one or two passengers, according to some research) with no steering wheel, no side mirrors, and no pedals. A smaller, more compact, and relatively simpler design that eliminates many of the features needed to make human driving possible likely means it is cheaper to manufacture. Translation: Instead of mass-producing Model Ys for its robotaxi service, relying on the Cybercab will help keep costs in check.
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Is this the start of a sustained run?Tesla stock initially jumped in anticipation of the Cybercab launch. It's not hard to understand why. The company's core electric vehicle (EV) business has been mixed over the past couple of years. Recent second-quarter results were strong, but that was largely due to increased demand for EVs amid geopolitical tensions that drove oil prices higher.
That's hardly something Tesla can count on for sustained EV demand over the medium term. In all likelihood, demand will cool down as oil prices stabilize. But here's the interesting part.
The market has long ceased to treat Tesla as just an EV company. Tesla's robotaxi service has the potential to make the business far more profitable. True, Tesla has to spend a small fortune now to produce enough cars to put on the road and to train its FSD software to achieve increasingly better performance.
But once the fleet of robotaxis is large enough, the FSD software continues to improve, and the service achieves significant utilization, we could see revenue soar, costs and expenses decline as a percentage of the top line, and margins and profits increase significantly.
Tesla's recent launch of the Cybercab was an important step toward that goal. But again, all of this only works if Tesla can become a leader in the robotaxi industry, and although it has made significant headway, there are reasons to be skeptical.
First, Waymo, one of Tesla's biggest competitors, has a far larger fleet of robotaxis on the road. This isn't just about raw numbers. A larger fleet means a stronger data flywheel to train a self-driving software. True, Tesla also has non-robotaxi models that rely on its FSD software, but it’s worth highlighting Waymo’s lead in the robotaxi market. Second, there are still significant potential regulatory risks to consider.
A single accident with the company's robotaxi fleet will attract significant regulatory scrutiny. In fact, the U.S. government recently opened an investigation into Tesla's Cybercab shortly after it launched. Regulators want to ensure that the self-driving vehicle meets safety standards. Tesla's CEO, Elon Musk, noted that Tesla's robotaxi fleet has never been involved in a serious fatal accident.
But it's worth factoring that possibility into our analysis, especially once we consider valuation. Tesla is trading at 156.3x forward earnings. At current levels, even the hint of trouble with the robotaxi service -- since it is one of the core reasons why Tesla trades at a significant premium -- could send the stock plunging.
Case in point: Tesla's shares dropped after the Cybercab launched, erasing pre-launch gains, because some investors and analysts were disappointed with the new product, not to mention the regulatory concerns it now faces. Tesla's Cybercab milestone is still great news for shareholders, but the stock will remain volatile moving forward. Only investors comfortable with significant risk should consider initiating a position.
Slovinsko schválilo Tesla FSD pro provoz na silnicích, čímž se stalo šestou evropskou zemí, která tento asistenční systém povolila. Nasazení má začít brzy.
Slovenia has approved Tesla’s (TSLA.O) FSD driver-assistance system for use on its roads, the U.S. automaker said, becoming the sixth European country to do so ahead of a potential EU-wide vote.
"FSD Supervised now approved in Slovenia. Rollout will begin soon," Tesla wrote in a post on X on Monday that was reposted by CEO Elon Musk.
Slovenia's Energy and Infrastructure Minister Jernej Vrtovec also reposted the announcement with the words "Developing Slovenia".
Regulators provisionally approved the use of the software on roads in the Netherlands in early April, making it the first country in the EU to allow FSD, which can control a car but requires drivers to pay attention.
Tesla said last week, when it publicly released a self-produced dataset from its European and North American testing, that an EU-wide approval vote could happen as soon as October 6.
Besides the Netherlands and Slovenia, four other European countries have approved Tesla's driver-assistance system, while Finland and Greece have said they are considering approvals.
France, which raised issues in July around potential approvals due to safety concerns, said last week it had begun testing two FSD-equipped cars following what its transport minister called a "constructive exchange" with Musk.
Tesla ve 2. čtvrtletí zvýšila tržby o 25,5 % na 28,24 miliardy USD a dodala rekordních 480 126 vozů, ale zisk na akcii i volný cash flow výrazně zklamaly.
Tesla posted record deliveries and 25% revenue growth in the same quarter it missed earnings by nearly 40% and burned over a billion in free cash flow. Wall Street cannot agree on which number tells the real story.
At $354.08, Tesla (NASDAQ:TSLA | TSLA Price Prediction) sits at a crossroads, because the market is still deciding whether to price it like an automaker with slipping margins or an AI platform with a robotics option attached. The stock rallied 10.12% over the past month on renewed promises around AI monetization, then gave back 5.92% in a single session after a Cybercab update that Wall Street called underwhelming.
Tesla still sells the world’s most popular electric vehicle, but the investment case now runs through Robotaxi, Full Self-Driving software, Optimus humanoid robots, and an in-house AI compute stack. Management is spending accordingly. Elon Musk called this “a massive CapEx year,” with the full-year capital budget set at more than $25 billion and debt facilities of up to $30 billion lined up to fund it.
Why the AI Reset Could Reprice the Stock The bull case starts with growth reaccelerating. Q2 2026 revenue hit $28.24 billion, up 25.52% year over year, beating consensus by 7.1%, with a record 480,126 vehicles delivered. Energy storage deployments grew 41% to 13.5 GWh, and services revenue jumped 50% at a record 14% gross margin.
The software flywheel is real. Active FSD subscriptions reached 1.48 million, up 56% year over year, and attach rates exceeded 55% of new North American deliveries. Robotaxi now operates in seven U.S. metros, and Tesla’s VP of AI said the fleet has driven more than 380,000 miles of unsupervised Robotaxi with “zero notable incidents.” A $43.5 billion cash pile funds the roadmap without dilution.
Why the Margin Math Looks Broken The bear case is the income statement. Non-GAAP EPS of $0.33 missed the $0.54 estimate by 38.51%. Operating income collapsed 56.88% to $398 million, and operating margin dropped to 1.4%. Free cash flow flipped to negative $1.09 billion as capex surged 141.81%.
Valuation leaves no cushion. Tesla trades at a P/E of roughly 369 and a price-to-free-cash-flow of 225. Regulatory credits, once pure profit, fell to $146 million. Prediction markets assign just 0.23 odds to a California Robotaxi launch by year end and 0.031 to an Optimus release by December 31, 2026.
Why Patience Beats Conviction Right Now Both sides are directionally right, which is precisely the problem. The auto business is producing record volume while its margins compress, and the AI business is real but unproven at scale. Cybercab volume production, Optimus lines at Fremont, Megapack 3, and the Austin semiconductor fab are all expected to hit milestones through 2026. Investors can wait for evidence without missing the story.
The Cybercab reveal was the tell. A stock priced for flawless execution cannot absorb a product update that leaves analysts cold. Until Robotaxi economics, Optimus manufacturing yields, or a real margin recovery show up in the numbers, the debate stays unresolved.
What the Numbers Say About the Split Tesla currently trades at $354.08 against a mean analyst target of $390.09, implying roughly 10% upside if the consensus is right, though price targets are only one input among many. Coverage tilts constructive but not unanimous: 22 Buys, 19 Holds, and 5 Sells.
Performance tells the split story cleanly. TSLA is down 21.27% year to date while the S&P 500 is up 12.94%. Over the past year, Tesla returned 4.59% versus 18.65% for the index. Reddit’s stocks community reads a bearish 22, while wallstreetbets stayed bullish, another mirror of the professional debate.
What Could Settle the Debate Next Quarter At $354.08, Tesla sits in an unresolved zone. Here is why. The bull case requires Robotaxi miles, FSD subscription growth, and Optimus milestones to convert into reported operating leverage. The bear case requires margins to keep collapsing while capex compounds. Neither is confirmed yet, and the current price sits above the AI composite model target of $319.11 but below the analyst mean.
Watch three things over the next two quarters. First, whether Q3 automotive gross margin excluding credits stabilizes above the 16.3% exit rate. Second, whether Robotaxi miles keep compounding at Musk’s cited 10% weekly pace as new metros open. Third, whether Optimus lines at Fremont produce a meaningful unit count before year end.
A bullish signal to monitor would be a Robotaxi expansion into California paired with a return to positive free cash flow. A bearish signal would be another EPS miss of similar magnitude with capex still climbing into 2027. Until one of those shows up, the cost of waiting is small and the cost of being wrong on either extreme is large.
Tesla’s next earnings report will tell investors which company they actually own, and that is worth waiting for.
Contact [email protected] for any questions or corrections.
Ark Invest po poslední čtvrtletní zprávě společnosti nakoupil akcie Tesly za 50 milionů USD a přidal 160 000 akcií. Cathie Wood dál sází na robotaxi, které má podle ní tvořit 90 % hodnoty Tesly do roku 2030.
Ark Invest, Cathie Wood's investment firm, has traded in and out of Tesla (TSLA -5.92%) stock for nearly a decade. It turns out, however, that the firm might have been better off never selling down its position.
In 2016, for example, Ark Invest acquired its first stake in Tesla at roughly $13 per share. In 2017, the firm purchased the stock every quarter at prices between $17 and $22 per share. In 2018, the buying continued through the first three quarters of the year at prices ranging from $20 to $22 per share.
In the fourth quarter of 2018, however, Ark Invest unloaded 5 million Tesla shares at roughly $21.50 per share, nearly cutting its stake in half. With Tesla stock now trading at nearly $400 per share, slashing its Tesla stake so early in the company's growth journey was clearly a mistake.
Over the years that followed, Wood would authorize many additional acquisitions and dispositions of Tesla stock. Some of the trades paid off. Others were regrettable. Still, Wood clearly understood the electric vehicle (EV) company's growth potential earlier than most investors or analysts.
Now, Wood is buying even more Tesla stock. After the company released its last quarterly report, Ark Invest plowed $50 million into Tesla stock, adding 160,000 shares to its holdings.
Wood remains exceptionally bullish on Tesla even at a $1.2 trillion market cap. Investors should be asking themselves why.
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Here's why Cathie Wood remains a major Tesla bull Tesla's valuation today clearly does not hinge on the company's ability to compete as an auto manufacturer. Tesla's EV sales declined in both 2024 and 2025. Sales have stabilized thus far in 2026, but growth rates are still likely to be far lower than what the company achieved in years prior.
Despite struggling EV sales, Tesla stock still trades at 12 times sales. That's a big premium to other EV stocks such as Rivian (RIVN -1.07%) and Lucid Group (LCID +1.74%), as well as traditional automakers including Ford (F +1.46%) and General Motors (GM +0.83%). That premium is largely tied to opportunities that, while related to EV manufacturing, have completely different economics. The biggest of those opportunities is the robotaxi market, which Cathie Wood predicts will grow into an industry worth as much as $10 trillion worldwide over the long term.
"We think $8 trillion to $10 trillion for the entire autonomous taxi opportunity throughout the world, from almost nothing," is possible, Wood told investors last March. "That's how quickly AI is going to cause these things to happen."
Image source: Tesla
By 2030, Wood predicts Tesla will have a share price of $2,600, with its robotaxi business accounting for 90% of that value. In short, Wood's investment thesis is heavily reliant not only on global robotaxi adoption, but also on Tesla's ability to take a large share of that emerging pie.
It's hard to argue that Tesla won't compete aggressively in the robotaxi market. The company's vertical integration is second to none. And on Sept. 3, the company announced a major Cybercab event that revealed that it would allow outside operators to purchase fleets of Cybercabs and operate them as robotaxi networks, with Tesla taking a cut of every ride. Tesla's ability to control manufacturing costs should allow it to scale faster than the competition.
Whether the robotaxi market will grow as Wood expects it to is a completely different question. Many of the factors that will impact its trajectory are outside Tesla's control, given that the expanding use of such self-driving vehicles will require many layers of regulatory approval and a significant degree of consumer acceptance. But the recent debut of the long-delayed Cybercab even proves that Wood's long-term Tesla thesis remains intact, even if plenty of execution risk remains.
Shares of Tesla (TSLA -5.92%) fell 5.92% on Friday, after the company's invite-only Cybercab launch event left investors underwhelmed and federal safety regulators opened an audit query into the new robotaxi. Cathie Wood's ARK Innovation ETF (ARKK -1.06%) slipped 1.06% the same day.
Those two moves are more connected than they look. Not only is Tesla the fund's biggest position, but the second-biggest position, SpaceX (SPCX -1.20%), answers to the same CEO. SpaceX fell 1.2% on Friday, too.
Together, the two Elon Musk companies make up about 16% of a fund with 47 holdings.
Image source: Getty Images.
Two stocks, one CEOARK publishes the fund's holdings daily, and the file dated Friday, Sept. 4, shows how top-heavy the ARK Innovation ETF is. Tesla sits at 9.62% of assets, and SpaceX sits at 6.28% -- about 16% combined. Stablecoin issuer Circle Internet Group is the No. 3 position at 6.06%, just behind SpaceX. And the top 10 positions account for about half of the fund's $6.6 billion in assets.
Of course, the fund is concentrated at the top generally, not just in Musk's companies. The Musk pairing is different, though. Two positions run by the same person can move on the same news, and owning both doesn't spread the risk the way owning two unrelated companies would.
Zoom out, and the concentration hasn't been an obvious edge lately, either. The fund gained about 15% over the past year, a stretch in which the S&P 500 (^GSPC -0.38%) rose about 19%.
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How much of Friday came from Tesla?Thursday was supposed to be a milestone for Tesla. The company put its two-seat Cybercab robotaxi into service in Austin, Texas.
But the launch event was invite-only, wasn't streamed, and CEO Elon Musk didn't appear. The event also gave no details on pricing, production pace, or deployment plans.
Regulators moved the same day, too. The National Highway Traffic Safety Administration opened an audit query into Tesla's self-certification of the Cybercab (a vehicle with no steering wheel or pedals) as compliant with federal safety standards.
Tesla's stock had climbed 5.4% on Thursday ahead of the event. By Friday's close, it was down 5.92% to about $354, leaving it about 29% below its 52-week high.
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For ARK Innovation, the effect was mostly a matter of weight. A position that makes up 9.62% of assets and falls 5.92% takes about 0.6 of a percentage point off the fund by itself. The fund fell 1.06% on Friday. In other words, more than half of the day's decline came from one stock.
And that stock isn't cheap. Tesla trades at about 155 times the earnings it's expected to produce next year, a price that I'd argue assumes products like the Cybercab ramp quickly and smoothly.
SpaceX is even more expensiveThe fund's other Musk position has been a public company for less than three months. SpaceX, the satellite internet and rocket company, went public on June 12 at $135 per share in the largest initial public offering on record.
To be fair, the business is growing impressively. Second-quarter revenue came in at $7.8 billion, up 92% year over year from $4.1 billion. The connectivity segment, built around Starlink's satellite internet service, produced $4.3 billion of that, more than the company's other two segments combined. And the growth is accelerating: revenue rose about 15% year over year in the first quarter before the second quarter's surge.
The company isn't close to profitable, though. SpaceX lost $541 million in the second quarter, an improvement from a $1 billion loss a year earlier. But over the first six months of 2026, its net loss widened to $4.8 billion from $1.5 billion.
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Shares trade around $148 as of this writing, modestly above their offering price. That puts SpaceX's market value near $2 trillion -- about 64 times sales, measuring a full year of revenue at the second quarter's pace.
Ultimately, a fund with 47 holdings sounds diversified, and in most respects this one is. At the very top, it isn't. About 16% of the fund rides on one CEO's two companies, and both are arguably among the most expensive stocks in the market.
For investors who own ARK Innovation as a spread-out bet on innovation, the pairing at the top may deserve more attention than the fund's 47 holdings suggest.
Elon Musk říká, že SpaceX může díky vlastní výrobě klíčové součásti zprovoznit plynové turbíny až o 18 měsíců rychleji. To by mohlo urychlit napájení AI datacenter i rozvoj energetiky Tesly.
Elon Musk says Space Exploration Technologies (SPCX -1.20%) can bring natural gas turbines online up to 18 months faster by manufacturing one of its most difficult components in-house. If he's right, SpaceX could remove one of the biggest bottlenecks facing the artificial intelligence (AI) boom: electricity.
SpaceX is developing a foundry in Bastrop, Texas, that will manufacture turbine blades and vanes. These components have become a major constraint on new gas turbine production, contributing to increasingly long waits for the equipment needed to power new data centers. Musk says bringing that manufacturing in-house could shave as much as 18 months off the time required to get turbines online, calling the potential impact a "profound game changer."
For SpaceX, that could mean getting AI data centers running faster instead of waiting years for additional power generation. And for Tesla (TSLA -5.92%), it could make the company's rapidly expanding energy business even more relevant as Musk builds out the power infrastructure needed to support AI.
AI has a power problem SpaceX is no longer just a rocket and satellite company. As it expands into AI infrastructure, the company needs enormous amounts of computing capacity. And all those graphics processing units (GPUs) need electricity.
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Musk, the CEO of both SpaceX and Tesla, has warned that power availability could keep a significant amount of AI computing hardware from even turning on. That's why SpaceX has been scrambling to secure natural gas turbines while simultaneously building solar manufacturing capacity. SpaceX and Tesla are each working toward a goal of eventually manufacturing 100 gigawatts (GW) of solar capacity annually in the U.S. Musk has acknowledged, however, that natural gas will still be needed to supplement solar generation for several years. So instead of waiting years for suppliers to expand turbine production, SpaceX wants to manufacture one of the bottleneck components itself.
Why this matters for SpaceX stock The immediate benefit is speed. Musk has discussed building 10 GW or more of terrestrial data centers by the end of 2027. Morgan Stanley analyst Adam Jonas estimates Musk could secure roughly 3 GW to 4 GW of power by then through various turbine purchase agreements. Producing turbine components internally could eventually remove another constraint on that expansion.
There's potentially a second benefit. The same foundry could reportedly manufacture castings for SpaceX's Raptor rocket engine turbopumps. That would allow SpaceX to spread the cost of the facility across both its space and AI operations. And of course, vertical integration gives SpaceX greater control over its expansion.
AI companies are spending tens of billions of dollars on GPUs and data centers. But those investments don't generate much value if the facilities can't get enough electricity. Every month SpaceX can eliminate from the power-development timeline potentially means expensive computing equipment starts generating revenue sooner.
Image source: Getty Images.
What about Tesla? The benefit to Tesla is less direct, but still important. Tesla is investing heavily in AI, autonomy, robotics, energy storage, and solar. The company is also pursuing a major expansion of U.S. solar manufacturing, including plans for a large new solar facility in Texas.
Tesla already has a substantial position in energy storage through its Megapack business. That gives it exposure to one of the other major challenges created by the AI power boom: balancing electricity supply and demand.
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Gas turbines can provide reliable generation. Solar can provide enormous amounts of relatively inexpensive electricity. Batteries can store excess electricity and release it when demand rises. Tesla is already positioned in two of those three areas.
SpaceX's turbine push doesn't mean Tesla will suddenly start manufacturing gas turbines. But the broader build-out could increase demand for the solar generation and battery storage Tesla is trying to scale. And that could make Tesla Energy increasingly important to the company's valuation.
There's still plenty of execution risk Don't assume SpaceX can simply build a foundry and immediately solve the turbine shortage. Casting turbine blades and vanes is extremely difficult. These parts must operate reliably under extraordinary temperatures and stresses. Established manufacturers have spent decades perfecting their processes. SpaceX will have to prove it can manufacture them reliably and at scale.
So I wouldn't buy SpaceX or Tesla simply because Musk says he can shorten turbine deployment by 18 months. But I would watch what happens in Bastrop. Because if SpaceX can manufacture these components at scale, it could bring new power generation online faster, accelerate its AI infrastructure build-out, and reduce its dependence on outside suppliers.
For Tesla, the impact is more indirect. But a massive expansion of AI power infrastructure creates another potentially enormous market for solar generation and battery storage. So yes, this is much bigger than just turbines, and the result could absolutely be the profound game changer Musk claims it to be.
Korea Investment CORP ve 2. čtvrtletí koupila nový podíl ve společnosti Tesla za zhruba 835 835 000 USD. Získala 1 987 245 akcií, což je asi 0,05 % společnosti Tesla.
Korea Investment CORP acquired a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,987,245 shares of the electric vehicle producer’s stock, valued at approximately $835,835,000. Tesla accounts for approximately 1.6% of Korea Investment CORP’s investment portfolio, making the stock its 11th biggest holding. Korea Investment CORP owned about 0.05% of Tesla at the end of the most recent quarter.
Several other hedge funds have also modified their holdings of TSLA. EP Wealth Advisors LLC acquired a new position in shares of Tesla in the second quarter worth about $55,358,000. Heartland Bank & Trust Co purchased a new stake in Tesla during the 2nd quarter worth approximately $3,245,000. M1 Capital Management LLC acquired a new position in shares of Tesla in the 2nd quarter valued at approximately $2,210,000. Rakuten Securities Inc. purchased a new position in shares of Tesla during the 2nd quarter valued at approximately $12,737,000. Finally, Ieq Capital LLC purchased a new position in shares of Tesla during the 2nd quarter valued at approximately $173,990,000. 66.20% of the stock is currently owned by hedge funds and other institutional investors.
Tesla Stock Performance Shares of TSLA opened at $354.08 on Friday. Tesla, Inc. has a 1 year low of $297.38 and a 1 year high of $498.83. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.55 and a current ratio of 1.94. The company has a market cap of $1.40 trillion, a price-to-earnings ratio of 327.85, a price-to-earnings-growth ratio of 19.00 and a beta of 1.84. The firm has a fifty day moving average of $358.22 and a 200-day moving average of $383.10.
Tesla (NASDAQ:TSLA – Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 EPS for the quarter, missing the consensus estimate of $0.50 by ($0.17). The firm had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. Tesla’s revenue for the quarter was up 25.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.33 EPS. As a group, equities analysts anticipate that Tesla, Inc. will post 0.88 earnings per share for the current year. More Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla began offering limited Cybercab rides in Austin, marking tangible progress toward its long-promised autonomous-vehicle strategy. The company is also soliciting interest from businesses that may purchase Cybercab fleets or provide supporting infrastructure, potentially expanding the model beyond Tesla-operated vehicles. Tesla Cybercab Hits Austin Streets Positive Sentiment: Tesla said the Cybercab motor uses no rare-earth metals, which could reduce supply-chain exposure. Separately, French authorities began testing Tesla’s Full Self-Driving technology, a possible step toward European regulatory progress. Cybercab Rare-Earth-Free Motor Neutral Sentiment: Technical analysts identified potential support around $330–$331 after the stock failed to hold resistance near $380. A successful rebound could restore momentum, but a break below roughly $347 could increase downside pressure. Tesla Forecast and Technical Levels Negative Sentiment: The National Highway Traffic Safety Administration opened an audit involving approximately 1,000 Cybercabs. Regulators are reviewing Tesla’s self-certification and whether a vehicle without a steering wheel, pedals or conventional mirrors complies with federal safety standards, creating potential approval and rollout delays. NHTSA Cybercab Probe Negative Sentiment: Analysts and financial media characterized the event as underwhelming, citing limited updates and unanswered questions about manufacturing scale, commercialization and economics. Bearish commentary—including a reiterated sell rating and an extreme downside forecast—added to the pressure, especially given Tesla’s very high earnings multiple and recent EPS miss. Tesla Stock Drops After Cybercab Update Insider Activity at Tesla In related news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the sale, the chief financial officer owned 22,039 shares of the company’s stock, valued at $8,864,085.80. The trade was a 10.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by corporate insiders.
Analysts Set New Price Targets A number of analysts recently issued reports on the stock. Cantor Fitzgerald restated an “overweight” rating and issued a $485.00 price target (down from $510.00) on shares of Tesla in a research note on Thursday, July 23rd. Roth Capital reiterated a “buy” rating and set a $505.00 price objective on shares of Tesla in a research note on Thursday, July 23rd. Glj Research reissued a “sell” rating on shares of Tesla in a research report on Friday. HSBC restated a “hold” rating on shares of Tesla in a research note on Monday, June 15th. Finally, The Goldman Sachs Group began coverage on Tesla in a research note on Friday, June 5th. They issued a “buy” rating for the company. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Tesla presently has an average rating of “Hold” and a consensus price target of $401.74.
Check Out Our Latest Research Report on TSLA
Tesla Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Haverford Trust Co acquired a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 2,839 shares of the electric vehicle producer’s stock, valued at approximately $1,194,000.
A number of other large investors also recently added to or reduced their stakes in TSLA. Norges Bank acquired a new stake in Tesla during the 4th quarter worth $17,128,100,000. Corient Private Wealth LLC lifted its holdings in shares of Tesla by 3,205.5% during the 4th quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer’s stock valued at $9,650,811,000 after purchasing an additional 20,810,386 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in shares of Tesla in the second quarter valued at approximately $6,083,630,000. Deutsche Bank AG acquired a new position in Tesla in the 2nd quarter worth $4,039,090,000. Finally, Bank of America Corp DE grew its holdings in shares of Tesla by 56.0% during the fourth quarter. Bank of America Corp DE now owns 20,755,605 shares of the electric vehicle producer’s stock worth $9,334,211,000 after buying an additional 7,450,766 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds.
Tesla News Summary Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla began offering limited Cybercab rides in Austin, marking tangible progress toward its long-promised autonomous-vehicle strategy. The company is also soliciting interest from businesses that may purchase Cybercab fleets or provide supporting infrastructure, potentially expanding the model beyond Tesla-operated vehicles. Tesla Cybercab Hits Austin Streets Positive Sentiment: Tesla said the Cybercab motor uses no rare-earth metals, which could reduce supply-chain exposure. Separately, French authorities began testing Tesla’s Full Self-Driving technology, a possible step toward European regulatory progress. Cybercab Rare-Earth-Free Motor Neutral Sentiment: Technical analysts identified potential support around $330–$331 after the stock failed to hold resistance near $380. A successful rebound could restore momentum, but a break below roughly $347 could increase downside pressure. Tesla Forecast and Technical Levels Negative Sentiment: The National Highway Traffic Safety Administration opened an audit involving approximately 1,000 Cybercabs. Regulators are reviewing Tesla’s self-certification and whether a vehicle without a steering wheel, pedals or conventional mirrors complies with federal safety standards, creating potential approval and rollout delays. NHTSA Cybercab Probe Negative Sentiment: Analysts and financial media characterized the event as underwhelming, citing limited updates and unanswered questions about manufacturing scale, commercialization and economics. Bearish commentary—including a reiterated sell rating and an extreme downside forecast—added to the pressure, especially given Tesla’s very high earnings multiple and recent EPS miss. Tesla Stock Drops After Cybercab Update Insider Transactions at Tesla In related news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the sale, the chief financial officer directly owned 22,039 shares in the company, valued at $8,864,085.80. The trade was a 10.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by company insiders. Tesla Price Performance NASDAQ:TSLA opened at $354.08 on Friday. The company has a market cap of $1.40 trillion, a P/E ratio of 327.85, a P/E/G ratio of 19.00 and a beta of 1.84. The firm’s fifty day moving average price is $358.22 and its two-hundred day moving average price is $383.10. Tesla, Inc. has a one year low of $297.38 and a one year high of $498.83. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.94 and a quick ratio of 1.55.
Tesla (NASDAQ:TSLA – Get Free Report) last announced its earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 EPS for the quarter, missing the consensus estimate of $0.50 by ($0.17). The company had revenue of $28.24 billion for the quarter, compared to the consensus estimate of $26.42 billion. Tesla had a return on equity of 3.82% and a net margin of 3.67%.The business’s quarterly revenue was up 25.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.33 EPS. Equities analysts expect that Tesla, Inc. will post 0.88 earnings per share for the current year.
Wall Street Analyst Weigh In A number of research analysts recently weighed in on TSLA shares. Citizens Jmp initiated coverage on shares of Tesla in a research report on Thursday, July 9th. They issued a “market perform” rating for the company. HSBC reaffirmed a “hold” rating on shares of Tesla in a research report on Monday, June 15th. Weiss Ratings reissued a “hold (c-)” rating on shares of Tesla in a report on Tuesday, July 21st. Piper Sandler lowered their target price on shares of Tesla from $500.00 to $450.00 and set an “overweight” rating on the stock in a report on Friday, July 24th. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Tesla in a research report on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eighteen have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $401.74.
Check Out Our Latest Report on TSLA
Tesla Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
Featured Stories Five stocks we like better than Tesla Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding TSLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tesla, Inc. (NASDAQ:TSLA – Free Report).
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Alta Advisers Ltd purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 10,912 shares of the electric vehicle producer’s stock, valued at approximately $4,590,000. Tesla makes up 1.0% of Alta Advisers Ltd’s holdings, making the stock its 15th biggest holding.
Other hedge funds have also recently added to or reduced their stakes in the company. Chapman Financial Group LLC bought a new stake in shares of Tesla during the 2nd quarter worth about $26,000. Friedenthal Financial lifted its stake in shares of Tesla by 66.7% in the first quarter. Friedenthal Financial now owns 75 shares of the electric vehicle producer’s stock worth $28,000 after buying an additional 30 shares during the last quarter. Turning Point Benefit Group Inc. bought a new stake in shares of Tesla during the 3rd quarter worth $30,000. Texas Capital Bancshares Inc TX bought a new stake in shares of Tesla during the 3rd quarter worth $31,000. Finally, Harborfront Financial Group LLC acquired a new position in Tesla in the 2nd quarter valued at $34,000. Institutional investors and hedge funds own 66.20% of the company’s stock.
Tesla News Roundup Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla began offering limited Cybercab rides in Austin, marking tangible progress toward its long-promised autonomous-vehicle strategy. The company is also soliciting interest from businesses that may purchase Cybercab fleets or provide supporting infrastructure, potentially expanding the model beyond Tesla-operated vehicles. Tesla Cybercab Hits Austin Streets Positive Sentiment: Tesla said the Cybercab motor uses no rare-earth metals, which could reduce supply-chain exposure. Separately, French authorities began testing Tesla’s Full Self-Driving technology, a possible step toward European regulatory progress. Cybercab Rare-Earth-Free Motor Neutral Sentiment: Technical analysts identified potential support around $330–$331 after the stock failed to hold resistance near $380. A successful rebound could restore momentum, but a break below roughly $347 could increase downside pressure. Tesla Forecast and Technical Levels Negative Sentiment: The National Highway Traffic Safety Administration opened an audit involving approximately 1,000 Cybercabs. Regulators are reviewing Tesla’s self-certification and whether a vehicle without a steering wheel, pedals or conventional mirrors complies with federal safety standards, creating potential approval and rollout delays. NHTSA Cybercab Probe Negative Sentiment: Analysts and financial media characterized the event as underwhelming, citing limited updates and unanswered questions about manufacturing scale, commercialization and economics. Bearish commentary—including a reiterated sell rating and an extreme downside forecast—added to the pressure, especially given Tesla’s very high earnings multiple and recent EPS miss. Tesla Stock Drops After Cybercab Update Tesla Trading Down 5.9% Shares of NASDAQ TSLA opened at $354.08 on Friday. Tesla, Inc. has a 1-year low of $297.38 and a 1-year high of $498.83. The company has a market cap of $1.40 trillion, a PE ratio of 327.85, a P/E/G ratio of 19.00 and a beta of 1.84. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. The company has a 50-day moving average of $358.22 and a two-hundred day moving average of $383.10. Tesla (NASDAQ:TSLA – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). The company had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. The business’s revenue for the quarter was up 25.5% compared to the same quarter last year. During the same period last year, the company earned $0.33 EPS. As a group, equities analysts expect that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year.
Analysts Set New Price Targets A number of research firms have weighed in on TSLA. Deutsche Bank Aktiengesellschaft set a $420.00 target price on shares of Tesla in a research report on Monday, July 27th. Citizens Jmp began coverage on Tesla in a research report on Thursday, July 9th. They issued a “market perform” rating on the stock. Phillip Securities dropped their price objective on Tesla from $220.00 to $215.00 and set a “sell” rating on the stock in a research note on Wednesday, May 13th. BMO Capital Markets initiated coverage on Tesla in a research note on Monday, August 17th. They set an “outperform” rating for the company. Finally, Truist Financial set a $370.00 target price on Tesla and gave the company a “hold” rating in a report on Thursday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $401.74.
Check Out Our Latest Stock Report on TSLA
Insider Transactions at Tesla In other Tesla news, CFO Vaibhav Taneja sold 2,606 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the sale, the chief financial officer owned 22,039 shares of the company’s stock, valued at approximately $8,864,085.80. This represents a 10.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 19.90% of the company’s stock.
About Tesla (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Compass Financial Management LLC ve 2. čtvrtletí nově koupila 5 919 akcií Tesla za zhruba 2,09 milionu USD. Tesla zároveň oznámila zisk na akcii ve výši 0,33 USD, což bylo pod odhadem 0,50 USD.
Compass Financial Management LLC acquired a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 5,919 shares of the electric vehicle producer’s stock, valued at approximately $2,091,000.
A number of other institutional investors also recently added to or reduced their stakes in the business. Turning Point Benefit Group Inc. purchased a new stake in shares of Tesla in the third quarter valued at approximately $30,000. Texas Capital Bancshares Inc TX purchased a new position in Tesla in the third quarter worth $31,000. Friedenthal Financial boosted its position in shares of Tesla by 66.7% during the 1st quarter. Friedenthal Financial now owns 75 shares of the electric vehicle producer’s stock worth $28,000 after purchasing an additional 30 shares in the last quarter. Chapman Financial Group LLC acquired a new position in shares of Tesla during the 2nd quarter worth $26,000. Finally, Harborfront Financial Group LLC purchased a new position in shares of Tesla in the 2nd quarter valued at about $34,000. Hedge funds and other institutional investors own 66.20% of the company’s stock.
Tesla Stock Down 5.9% Shares of NASDAQ:TSLA opened at $354.08 on Friday. The company has a quick ratio of 1.55, a current ratio of 1.94 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $1.40 trillion, a P/E ratio of 327.85, a P/E/G ratio of 19.00 and a beta of 1.84. Tesla, Inc. has a 52-week low of $297.38 and a 52-week high of $498.83. The stock’s fifty day simple moving average is $358.22 and its 200-day simple moving average is $383.10.
Tesla (NASDAQ:TSLA – Get Free Report) last announced its earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.50 by ($0.17). Tesla had a net margin of 3.67% and a return on equity of 3.82%. The firm had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. During the same period in the previous year, the firm posted $0.33 EPS. The company’s revenue for the quarter was up 25.5% compared to the same quarter last year. As a group, equities research analysts forecast that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year. Insiders Place Their Bets In related news, CFO Vaibhav Taneja sold 2,606 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the transaction, the chief financial officer directly owned 22,039 shares of the company’s stock, valued at approximately $8,864,085.80. This trade represents a 10.57% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is currently owned by corporate insiders.
Key Headlines Impacting Tesla Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla began offering limited Cybercab rides in Austin, marking tangible progress toward its long-promised autonomous-vehicle strategy. The company is also soliciting interest from businesses that may purchase Cybercab fleets or provide supporting infrastructure, potentially expanding the model beyond Tesla-operated vehicles. Tesla Cybercab Hits Austin Streets Positive Sentiment: Tesla said the Cybercab motor uses no rare-earth metals, which could reduce supply-chain exposure. Separately, French authorities began testing Tesla’s Full Self-Driving technology, a possible step toward European regulatory progress. Cybercab Rare-Earth-Free Motor Neutral Sentiment: Technical analysts identified potential support around $330–$331 after the stock failed to hold resistance near $380. A successful rebound could restore momentum, but a break below roughly $347 could increase downside pressure. Tesla Forecast and Technical Levels Negative Sentiment: The National Highway Traffic Safety Administration opened an audit involving approximately 1,000 Cybercabs. Regulators are reviewing Tesla’s self-certification and whether a vehicle without a steering wheel, pedals or conventional mirrors complies with federal safety standards, creating potential approval and rollout delays. NHTSA Cybercab Probe Negative Sentiment: Analysts and financial media characterized the event as underwhelming, citing limited updates and unanswered questions about manufacturing scale, commercialization and economics. Bearish commentary—including a reiterated sell rating and an extreme downside forecast—added to the pressure, especially given Tesla’s very high earnings multiple and recent EPS miss. Tesla Stock Drops After Cybercab Update Wall Street Analyst Weigh In Several brokerages have weighed in on TSLA. William Blair restated a “market perform” rating on shares of Tesla in a research report on Thursday, July 2nd. TD Cowen restated a “buy” rating on shares of Tesla in a report on Friday, August 14th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $500.00 price objective on shares of Tesla in a report on Tuesday, July 28th. Sanford C. Bernstein upgraded Tesla from an “underperform” rating to an “outperform” rating in a research report on Friday, June 5th. Finally, Evercore upgraded Tesla from a “hold” rating to an “outperform” rating in a research report on Friday, June 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, eighteen have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $401.74.
Read Our Latest Report on TSLA
Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
Featured Articles Five stocks we like better than Tesla Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding TSLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tesla, Inc. (NASDAQ:TSLA – Free Report).
Receive News & Ratings for Tesla Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Tesla and related companies with MarketBeat.com's FREE daily email newsletter.
Tesla (TSLA -5.92%), a global electric vehicle maker with energy storage and solar solutions, closed at $354.08, down 5.92%. Shares fell after the Cybercab launch underwhelmed investors, and investors are now watching the rollout and safety approvals.
Trading volume reached 64.4 million shares, coming in about 53% above its three-month average of 42.1 million shares. Tesla IPO'd in 2010 and has grown 22,169% since going public.
How the markets moved todayThe S&P 500 (^GSPC -0.38%) closed at 7,718, down 0.38%, while the Nasdaq Composite (^IXIC -0.29%) closed at 26,507, down 0.29%. Among automotive manufacturing peers, Rivian Automotive (RIVN -1.07%) closed at $15.74, down 1.07%, while General Motors (GM +0.83%) closed at $87.76, up 0.83%, highlighting mixed trading across electric-vehicle rivals.
What this means for investorsToday's trading made it clear that investors and analysts expected more from Tesla's Cybercab launch event in Austin last night. The invite-only event to showcase the purpose-built Cybercab robotaxi wasn't livestreamed, and CEO Elon Musk didn't make an appearance.
Details on the number of Cybercabs to be deployed and their locations were not provided, leading analysts to feel that the highly anticipated event offered little incremental information.
Tesla stock also pressured after the National Highway Traffic Safety Administration launched an "audit query" to assess whether Tesla had correctly self-certified that the Cybercab is safe for public road use and meets the necessary federal safety standards.
The combined effect was that investors saw most of this week's gain in Tesla shares given back.
Howard Smith has positions in Rivian Automotive and Tesla. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.
Tesla u Cybercabu zakazuje převoz dětí mladších 13 let a po nehodě má vůz automaticky odemknout dveře, rozsvítit výstražná a vnitřní světla, deaktivovat vysokonapěťovou baterii, stáhnout okna do polohy „vent“, zabrzdit do zastavení a zaparkovat, a spojit se s podporou Tesly.
Tesla’s private Cybercab event has come and gone, and it was very different from the large, loud, livestreamed events the company usually puts on — an odd choice for the launch of a product CEO Elon Musk has spent years building toward.
In fact, it doesn’t even appear that Musk spoke at the event, the keynote of which, by all accounts, only lasted around 15 minutes.
The promise of the Cybercab is massive: a fully autonomous vehicle that uses only cameras and AI to drive itself, all for much less than a Waymo. But Tesla scattered a lot of the details. Some are in PDFs the company released on Thursday, as well as in updated terms of service in its “Robotaxi” app. The rest were left for a select few die-hard fans to disseminate online.
The company now has to prove that these vehicles are safe — to the public, to local governments, and to the National Highway Traffic Safety Administration, which has already opened an investigation into Tesla’s Cybercab rollout.
In the meantime, here are some of the most interesting new details that caught our attention:
No Cybercab for kiddos One of the more interesting details in the Cybercab fine print is that Tesla does not allow minors under the age of 13 to ride in the vehicle “at this time.”
Minors between the ages of 8 and 17 are allowed to ride in Tesla’s “Robotaxi” Model Y SUVs, and Tesla does have guidelines on how to use child seats in both vehicles.
Curiously, the Cybercab does not have the standard LATCH anchors for child seats. Instead, they can only be attached using the seat belt. Tesla executives, including Musk, have talked a lot about how much they focus on taking out unnecessary parts to cut down on costs, though I’ll admit I wasn’t expecting the company to ditch child seat anchors — especially given Musk’s obsession with making more babies.
All children under 18 must be accompanied by an adult in both vehicles, according to Tesla. But something is making Tesla hesitate on allowing young children in the Cybercab for now.
What happens in a crash? While the goal of an autonomous vehicle is to avoid crashing, even the most capable ones on the road today do wind up in collisions.
Here’s what happens when the Cybercab gets in a crash: The airbags will inflate, the doors will unlock, the hazard warning lights and interior lights will turn on, the high voltage battery is disabled, the windows go to the “vent” position, the Cybercab will apply the brakes to come to a stop and park, and the infotainment system will start up a two-way connection with Tesla’s rider support team.
Unlocking the doors is notable because Tesla has come under fire for its reliance on electronic door latches, both in its home market of the United States and in its largest market, China. Just last month, Tesla agreed to recall 3 million cars in China, alongside a number of other automakers, as a result of an investigation into electronic door latches that could trap people following a crash.
Manual door releases Speaking of doors, another recent criticism of Tesla is that its interior manual door releases are too hard to find in an emergency. These are necessary because the electronic door latches are the main method of getting in and out of the company’s vehicles, activated either by pushing a button or using a smartphone.
The Cybercab uses electronic door latches, which allow the doors to open automatically at the start or end of a ride. There is also a small button on the exterior of the car that riders can use to open the doors. But inside, the manual release is thankfully in a very obvious spot on the armrest of each door.
Brake-by-wire Tesla is using a brake-by-wire system in the Cybercab, again largely (it seems) for the purposes of cutting costs. Instead of using a hydraulic system that pumps fluid through lines to control brake pressure, Tesla has electronic actuators controlling the brake calipers.
“Having electric brakes avoids the complexity of a hydraulic system: no need to rout [sic] plumbing all around the car,” Musk wrote in a post.
The company was already the first major automaker to use steer-by-wire on its Cybertruck, severing the physical connection between the steering wheel and the front wheels.
A little fresh air For some reason, the windows of the Cybercab “cannot be fully opened at this time.” Tesla doesn’t explain why in the documentation it released this week.
USB-C power According to influencer Jeremy Judkins, the USB-C outlets in the Cybercab put out 90W of power — roughly four times more than you’d typically find inside a car.
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Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.
You can contact or verify outreach from Sean by emailing [email protected] or via encrypted message at okane.01 on Signal.
Elon Musk po představení Cybercabu řekl, že dalším důležitým krokem je autonomní létání elektrických letadel. Tím podpořil širší vizi Tesly o dopravě řízené umělou inteligencí.
Tesla Inc‘s (NASDAQ:TSLA) Cybercab launch was supposed to be about robotaxis. But less than 24 hours later, CEO Elon Musk shifted the conversation to the skies, calling autonomous flight “an important next step” for electric aircraft. The timing suggests that Tesla’s latest unveiling wasn’t just about a new vehicle—it was about a broader vision for AI-powered transportation.
At the Cybercab launch event, the engineering team didn’t spend most of its presentation talking about battery range, acceleration or even the vehicle itself. Instead, executives devoted much of the launch to explaining the artificial intelligence behind the robotaxi.
AI Before Everything ElseOne theme dominated Tesla’s Cybercab launch: autonomy is an intelligence problem.
“The core issue for self-driving is one of intelligence,” Ashok Elluswamy, Tesla’s vehicle software chief, told attendees, pushing back against the industry’s view that safe autonomous driving requires lidar, radar and high-definition maps.
“You need to understand what is going on. You need to predict what is going to happen in the future,” he said. “No sensor in the world is going to tell you what’s going to happen in the future. It is something an intelligent agent is going to have to figure out.”
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Tesla said that philosophy led it to build an “AI-first, end-to-end driving stack” that relies on camera inputs rather than a suite of expensive sensors. The company argued that humans navigate roads primarily through vision, and that artificial intelligence can learn to do the same by training on vast amounts of real-world driving data.
Executives also revealed that Tesla has now logged more than one million miles of unsupervised robotaxi operation, crediting billions of miles of customer driving data with helping train its autonomous driving models.
The company said the system has accumulated “more than a thousand lifetimes of experience,” allowing it to recognize rare driving scenarios before they happen.
A Clue Beyond CarsAgainst that backdrop, Musk’s latest social media post takes on a different meaning.
Responding to Heart Aerospace’s successful demonstration of its battery-electric X1 aircraft, Musk wrote: “I’m so glad this is being done! An important next step is making it autonomous.”
The remark wasn’t a product announcement, nor did Musk suggest Tesla is building an aircraft. Instead, it echoed the central argument Tesla had spent the previous day making: that once artificial intelligence can reliably understand and predict the physical world, the same autonomy principles could eventually apply beyond cars.
That consistency matters. Rather than describing Cybercab as simply Tesla’s newest electric vehicle, executives repeatedly framed it as the first large-scale deployment of an AI system designed to drive safely without human intervention.
What Investors Should WatchCybercab may be the product investors can see, but Tesla’s messaging suggests the company’s longer-term ambition lies elsewhere.
Throughout the launch, executives emphasized intelligence over hardware, prediction over sensors and AI over traditional automotive engineering. Musk’s comments on autonomous aviation fit neatly into that narrative, hinting that he increasingly views autonomy as a technology platform that can power multiple forms of transportation—not just robotaxis.
Whether that vision ultimately extends beyond roads remains uncertain. But if Cybercab succeeds in proving Tesla’s AI-first approach at scale, investors may come to see the robotaxi not as the destination, but as the first commercial demonstration of a much broader autonomy strategy.
AlpenGlobal Capital LLC ve 2. čtvrtletí nově koupila 35 511 akcií společnosti Tesla za přibližně 14,936 milionu USD a udělala z nich největší pozici v portfoliu.
AlpenGlobal Capital LLC acquired a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 35,511 shares of the electric vehicle producer’s stock, valued at approximately $14,936,000. Tesla comprises approximately 9.6% of AlpenGlobal Capital LLC’s investment portfolio, making the stock its biggest holding.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Chapman Financial Group LLC acquired a new position in Tesla during the second quarter worth about $26,000. Friedenthal Financial boosted its holdings in shares of Tesla by 66.7% during the 1st quarter. Friedenthal Financial now owns 75 shares of the electric vehicle producer’s stock worth $28,000 after purchasing an additional 30 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new stake in shares of Tesla in the third quarter valued at approximately $30,000. Texas Capital Bancshares Inc TX purchased a new stake in shares of Tesla in the third quarter valued at approximately $31,000. Finally, Harborfront Financial Group LLC acquired a new stake in shares of Tesla in the second quarter valued at approximately $34,000. Institutional investors and hedge funds own 66.20% of the company’s stock.
Analyst Upgrades and Downgrades A number of research firms have weighed in on TSLA. William Blair reissued a “market perform” rating on shares of Tesla in a research note on Thursday, July 2nd. Erste Group Bank upgraded Tesla from a “sell” rating to a “hold” rating in a report on Friday, June 5th. Royal Bank Of Canada reissued an “outperform” rating and set a $500.00 price target on shares of Tesla in a research report on Tuesday, July 28th. Mizuho set a $450.00 target price on shares of Tesla and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Finally, Robert W. Baird set a $475.00 target price on shares of Tesla in a report on Monday, July 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $401.74.
Check Out Our Latest Stock Analysis on TSLA Tesla Stock Performance NASDAQ TSLA opened at $376.36 on Friday. The stock has a fifty day simple moving average of $358.73 and a 200-day simple moving average of $383.30. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. The stock has a market cap of $1.49 trillion, a PE ratio of 348.48, a P/E/G ratio of 18.02 and a beta of 1.84. Tesla, Inc. has a twelve month low of $297.38 and a twelve month high of $498.83.
Tesla (NASDAQ:TSLA – Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.50 by ($0.17). The company had revenue of $28.24 billion during the quarter, compared to analysts’ expectations of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. The firm’s quarterly revenue was up 25.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.33 earnings per share. Equities analysts anticipate that Tesla, Inc. will post 0.88 earnings per share for the current year.
Insider Activity In other news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $402.20, for a total value of $1,048,133.20. Following the sale, the chief financial officer directly owned 22,039 shares of the company’s stock, valued at approximately $8,864,085.80. The trade was a 10.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 19.90% of the company’s stock.
Key Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Cybercab service expanded in Austin. Tesla has begun offering driverless rides in its purpose-built, two-seat Cybercab, which reportedly has no steering wheel or pedals. The launch provides a tangible demonstration of Elon Musk’s autonomy strategy and could support a future robotaxi network. Tesla Cybercabs Hit Austin Streets in Expansion of Robotaxi Service Positive Sentiment: Commercial ecosystem is beginning to form. Tesla is soliciting businesses interested in purchasing Cybercab fleets or supplying charging and other infrastructure, suggesting ambitions beyond operating a small pilot fleet. Tesla is asking people if they want to buy and run Cybercab fleets Positive Sentiment: Potential regulatory progress and product support. France has started testing Tesla’s Full Self-Driving technology, while the Model Y L reportedly received a better-than-expected EPA range rating. These developments could improve Tesla’s autonomy credibility and vehicle appeal. France starts tests on Tesla’s self-driving tech Neutral Sentiment: The launch remains largely a promise until Tesla demonstrates scale. The Austin event was private and details on production volumes, pricing, operating economics and broad availability remain limited. Morgan Stanley has warned that a small initial fleet could disappoint investors. Negative Sentiment: Competition, safety and valuation risks remain substantial. Waymo is ahead in U.S. robotaxi operations, while Tesla’s FSD faces renewed scrutiny after a reported fatal Illinois crash. At roughly $1.49 trillion in market value and a very high earnings multiple, TSLA requires strong autonomous-vehicle execution to justify its valuation. Tesla keeps hyping robotaxis as its future Negative Sentiment: Core automotive and energy concerns persist. European sales were mixed, China sales growth slowed, Cybertruck demand has disappointed, and Tesla reportedly stopped taking Solar Roof orders. These issues reinforce investor concerns that the autonomy narrative is compensating for weaker established businesses. About Tesla (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
Further Reading Five stocks we like better than Tesla The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now Dropping the Dough: Yum! Brands Strategically Trims the Fat These 3 Stock Charts Just Flashed the Dreaded Death Cross Pattern
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Advisors Preferred LLC ve 2. čtvrtletí otevřela novou pozici v Tesla a nakoupila 4 200 akcií za zhruba 1,652 milionu USD. CFO Vaibhav Taneja prodal 2 606 akcií za 1,048 milionu USD.
Advisors Preferred LLC acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 4,200 shares of the electric vehicle producer’s stock, valued at approximately $1,652,000.
A number of other institutional investors also recently made changes to their positions in the business. Turning Point Benefit Group Inc. bought a new position in shares of Tesla in the third quarter valued at approximately $30,000. Texas Capital Bancshares Inc TX bought a new stake in shares of Tesla in the 3rd quarter worth $31,000. Friedenthal Financial raised its stake in shares of Tesla by 66.7% in the 1st quarter. Friedenthal Financial now owns 75 shares of the electric vehicle producer’s stock worth $28,000 after buying an additional 30 shares in the last quarter. Chapman Financial Group LLC acquired a new stake in shares of Tesla in the second quarter valued at $26,000. Finally, Harborfront Financial Group LLC bought a new position in Tesla during the second quarter valued at about $34,000. 66.20% of the stock is owned by institutional investors and hedge funds.
Insider Activity at Tesla In related news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the transaction, the chief financial officer directly owned 22,039 shares of the company’s stock, valued at approximately $8,864,085.80. The trade was a 10.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 19.90% of the company’s stock.
Tesla Price Performance TSLA opened at $376.36 on Friday. The firm has a market capitalization of $1.49 trillion, a P/E ratio of 348.48, a PEG ratio of 18.02 and a beta of 1.84. The stock has a fifty day moving average of $358.73 and a 200-day moving average of $383.30. The company has a quick ratio of 1.55, a current ratio of 1.94 and a debt-to-equity ratio of 0.09. Tesla, Inc. has a 12-month low of $297.38 and a 12-month high of $498.83. Tesla (NASDAQ:TSLA – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). The business had revenue of $28.24 billion for the quarter, compared to analysts’ expectations of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. The business’s quarterly revenue was up 25.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.33 EPS. Equities analysts forecast that Tesla, Inc. will post 0.88 EPS for the current fiscal year.
Wall Street Analyst Weigh In TSLA has been the topic of several research reports. Cantor Fitzgerald reiterated an “overweight” rating and issued a $485.00 price target (down from $510.00) on shares of Tesla in a research report on Thursday, July 23rd. UBS Group set a $460.00 price objective on shares of Tesla in a research report on Thursday, July 23rd. Evercore raised shares of Tesla from a “hold” rating to an “outperform” rating in a research note on Friday, June 5th. DZ Bank upgraded shares of Tesla from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 23rd. Finally, BNP Paribas Exane lowered shares of Tesla from a “hold” rating to an “underperform” rating in a research note on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $401.74.
Read Our Latest Stock Analysis on TSLA
More Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Cybercab service expanded in Austin. Tesla has begun offering driverless rides in its purpose-built, two-seat Cybercab, which reportedly has no steering wheel or pedals. The launch provides a tangible demonstration of Elon Musk’s autonomy strategy and could support a future robotaxi network. Tesla Cybercabs Hit Austin Streets in Expansion of Robotaxi Service Positive Sentiment: Commercial ecosystem is beginning to form. Tesla is soliciting businesses interested in purchasing Cybercab fleets or supplying charging and other infrastructure, suggesting ambitions beyond operating a small pilot fleet. Tesla is asking people if they want to buy and run Cybercab fleets Positive Sentiment: Potential regulatory progress and product support. France has started testing Tesla’s Full Self-Driving technology, while the Model Y L reportedly received a better-than-expected EPA range rating. These developments could improve Tesla’s autonomy credibility and vehicle appeal. France starts tests on Tesla’s self-driving tech Neutral Sentiment: The launch remains largely a promise until Tesla demonstrates scale. The Austin event was private and details on production volumes, pricing, operating economics and broad availability remain limited. Morgan Stanley has warned that a small initial fleet could disappoint investors. Negative Sentiment: Competition, safety and valuation risks remain substantial. Waymo is ahead in U.S. robotaxi operations, while Tesla’s FSD faces renewed scrutiny after a reported fatal Illinois crash. At roughly $1.49 trillion in market value and a very high earnings multiple, TSLA requires strong autonomous-vehicle execution to justify its valuation. Tesla keeps hyping robotaxis as its future Negative Sentiment: Core automotive and energy concerns persist. European sales were mixed, China sales growth slowed, Cybertruck demand has disappointed, and Tesla reportedly stopped taking Solar Roof orders. These issues reinforce investor concerns that the autonomy narrative is compensating for weaker established businesses. Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
Featured Stories Five stocks we like better than Tesla The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now Dropping the Dough: Yum! Brands Strategically Trims the Fat These 3 Stock Charts Just Flashed the Dreaded Death Cross Pattern Want to see what other hedge funds are holding TSLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tesla, Inc. (NASDAQ:TSLA – Free Report).
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Americký regulátor NHTSA zahájil prověřování asi 1 000 vozů Tesla Cybercab kvůli tomu, jak firma prokazovala shodu s federálními bezpečnostními normami. Zkoumá i vozidla bez volantu, pedálů a zrcátek.
The U.S. National Highway Traffic Safety Administration said it has opened an audit into about 1,000 Tesla (TSLA.O) Cybercab vehicles, examining the process and technical data the EV maker relied on to claim compliance with federal vehicle safety standards.
The probe comes after Tesla on Thursday began commercial deployment of a small number of the two-seater Cybercab in Austin, Texas, and said it planned to gradually expand the service to additional vehicles and locations.
NHTSA said the Cybercab lacks permanently attached conventional manual controls, including a steering wheel, brake pedal, accelerator pedal and mirrors.
The agency said it would examine the basis for Tesla's certification and related issues, including the extent to which the company determined that certain Federal Motor Vehicle Safety Standards were not applicable to the vehicle.
Tesla did not immediately respond to a request for comment.
The EV maker had 420 autonomous vehicles registered in Texas as of Friday morning, according to state records, including 45 Cybercab vehicles.
lululemon snížil celoroční výhled tržeb i zisku po slabších výsledcích ve 2. čtvrtletí, kdy tržby klesly o 4 % a srovnatelné tržby o 9 %, a po poklesu prodejů v Číně. Akcie v premarketu klesají o 18 %.
Download this episode on Apple Podcasts/Spotify or listen below:
Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fanfare as Tesla (TSLA) rolls out Cybercab rides in Austin. (01:49) Volkswagen (VWAGY) is preparing another 50,000 job cuts. (03:03)
This is an abridged transcript.
lululemon athletica (LULU) is a trending topic on Seeking Alpha.
LULU shares are underwater after the company cut its full-year sales guidance again and realized a much larger than expected decline in sales as China continues to disappoint and rivals gain ground in the U.S.
“While we continue to navigate some challenging dynamics, we are taking a prudent approach with our revised full-year outlook,” said Lululemon interim co-CEO Meghan Frank.
Although a new CEO is set to take over next week, lululemon (LULU) is expected to limp through the remainder of the year with another cut to sales guidance, now expected to contract by 5% to 7% to a range of $10.35B to $10.50B.
Moreover, the company now expects to earn a profit of $9.48 to $9.73 per share, down from between $10.95 to $11.15 per share and below the $10.93 per share estimate.
For the current quarter, net sales are expected to decline by 10% to 11%.
The downbeat outlook reflects second-quarter results in which revenue decreased 4% and comparable sales were down 9%, both of which were worse than expected.
Including an $0.86 per share benefit from tariff refunds, lululemon (LULU) earned a profit of $2.92 per share, down 6% year-over-year but better than expectations.
Shares are down 18% in premarket action.
Tesla (TSLA) will begin offering Cybercab rides in "limited areas" of Austin, Texas today, while its highly anticipated launch event ended on a fairly muted note.
There are 45 Cybercabs registered in Texas. The company did not include details on fares when they announced the launch on Thursday.
As for the event, there was no public livestream or journalists. The Verge reported that it had a very short invite list comprised largely of pro-Tesla (TSLA) content creators.
Attendees told Reuters that Elon Musk skipped the event. Executives discussed the Cybercab's manufacturing process and technology for about a quarter of an hour.
The golden two-seater vehicle is fully autonomous with no steering wheel or pedals, using camera vision and sensors for navigation. Tesla (TSLA) previously said the cost would be less than $30,000.
Children under the age of 13 are not permitted to ride in a Cybercab. Minors aged 13-17 can travel in a Cybercab if accompanied by an adult.
Shares of Tesla (TSLA) ended 5.4% higher on Thursday ahead of the Cybercab event, but are down 1.6% premarket.
Volkswagen AG (VWAGY) is getting rid of more people.
The company said on Thursday that its supervisory board has approved a wide-ranging restructuring program that includes a further reduction of 50,000 jobs.
The board voted unanimously on Thursday to endorse the company’s “Future Plan” for transforming the Volkswagen (VWAGY) Group and its brands. The program is intended to make the business more efficient and competitive and to better prepare it for the future.
The additional job cuts would take Volkswagen’s (VWAGY) expected workforce reduction to 100,000. The group also plans to cut the number of models it offers by around half by 2035 and reduce its holdings.
Volkswagen (VWAGY) said it would provide further details of the plan in the near future.
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Oil trends toward biggest weekly gain since July; ING raises price forecast
Stock index futures are largely flat as investors focus on the upcoming jobs report.
Crude oil is down 0.5% at $90. Brent crude is down 0.4% at $95.
The FTSE 100 is little changed and the DAX is little changed.
Economic calendar:
8:30 am Employment Situation: The August jobs report is expected to show nonfarm payroll additions of 55,000 for the month, a 4.1% unemployment rate, and 3.0% year-over-year wage growth.
It is officially just 60 days before the U.S. midterm elections, which some analysts indicate is the beginning of the window when investment managers start making election-related portfolio changes.
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Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.
Lemonade v Missouri spustila pojištění pro vozy Tesla s 50% slevou za každou autonomně ujetou míli s Full Self-Driving (Supervised). Firma říká, že cena vychází z dat o nižší nehodovosti.
Elon Musk said Tesla's self-driving tech could save your life. Now one insurer has looked at the crash data and decided to put real money behind that claim, and the number they landed on is turning heads across the industry.
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On August 30, Elon Musk told his followers on X: “Try Tesla self-driving. It will improve your quality of life and may save your life.” Three days later, the company that would actually cut the checks when a Tesla crashes put a number on that claim.
Lemonade (NYSE:LMND) launched Lemonade Car and Lemonade Autonomous Car in Missouri on September 2, 2026, offering Tesla drivers 50% off every mile driven using Full Self-Driving (Supervised). The discount applies only to autonomous miles, with human-driven segments priced at standard rates.
President and Co-Founder Shai Wininger called the dual product debut “a first for us,” and framed the discount as underwriting math: “Tesla’s safe FSD (Supervised) tech reduces the chances of getting into an accident. Our intelligent pricing models see this in the data and can pass real savings, with high precision, on to Tesla customers, right from the start.”
Actuarial Table Meets Autopilot I’ve been watching Lemonade for years, and this is the first time I’ve seen a carrier publicly grade a founder’s safety pitch in dollars. On the Q2 call, management said the discount is not a marketing round number: “The 50% number that we’ve quoted is really our number data driven through the data that we’ve analyzed as we put that product together.” They added that “the public numbers we’re seeing are that amount of savings or greater.”
The autonomous product rolled out in Colorado and Indiana before Missouri. Lemonade said the autonomous variant is launching with ~70% higher new customer conversion rates vs comparable non-autonomous product.
Rapid State Expansion Missouri is the third state announcement in barely a week. Lemonade launched car insurance in Florida on August 26 and expanded renters into Kansas on September 1. Car insurance in-force premium hit $239M in Q2 2026, up from $239M in Q2 2026, up from $239M in Q2 2026, up from $239M in Q2 2026, up from $150M50M50M50M a year earlier.
CEO Daniel Schreiber describes the pricing engine as “some 50” machine-learning algorithms working in concert. Q2 revenue rose 79.4% to $294.4M, and the LAE ratio hit 5%, versus an industry average around 9%. Schreiber told analysts: “That kind of structural advantage allows us to produce a pricing advantage that will allow us to continue to grow and take market share.”
Stock Doesn’t Believe It Yet Shares have lagged. LMND closed at $51.34 on September 1, down 28% year to date, then popped 3.4% on September 2. Schreiber has staked his credibility on a date: “We steadily progress towards our first Adj. EBITDA positive quarter, which we continue to expect in Q4 2026.”
If FSD miles really do crash half as often, Lemonade gets to price the road ahead before legacy carriers even reprice yesterday. If the model misfires, Lemonade is the one writing the check. Musk made the pitch. Lemonade just made it a line item.
Contact [email protected] for any questions or corrections.
Tesla má v Texasu jen 45 registrovaných Cybercabů z 420 autonomních vozů, takže robotaxi zatím zůstává spíš pilotem než škálovanou sítí. Výroba začala v dubnu, ale chybí klíčová povolení.
A flashy Austin event cannot replace permits, fleet scale or commercially proven autonomous economics Summary
Tesla has the valuation; Cybercab still needs the operating evidence.
Tesla TSLA, the electric-vehicle and artificial-intelligence powerhouse, puts its Cybercab center stage Thursday while shares trade at $381.25. Reuters reported that the two-seat machine eliminates the steering wheel and sits at the heart of Tesla's autonomous ride-hailing ambitions. The vision is enormous. The operating footprint is not—at least not yet.
Texas data counted 420 registered Tesla autonomous vehicles, but just 45 were Cybercabs. Alphabet's Waymo had 988 vehicles registered in the state. Cybercab production started in April, yet volumes remain thin, federal rules restrict vehicles without traditional controls and crucial California permits are still missing. Tesla has built the headline. Now it needs regulatory clearance and thousands more vehicles.
Cybercabs make up only about 10.7% of Tesla's registered autonomous fleet in Texas, leaving the company closer to a controlled rollout than a scaled commercial network. Tesla delivered more than 480,000 vehicles last quarter, proving it can manufacture at breathtaking scale—but robotaxis must still produce permits, utilization and paying passengers. The valuation picture raises the pressure: Tesla's $381.25 share price sits 14.22% above its $333.79 GF Value™, signaling that investors already expect serious execution.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Tesla zve firmy, aby kupovaly flotily Cybercabů nebo budovaly infrastrukturu pro její robotaxi síť. Naznačuje to, že chce rozšířit byznys s autonomními vozy i mimo vlastní provoz.
Tesla published a form on Thursday for businesses interested in buying Cybercab fleets or providing infrastructure for its network, the latest sign that the company’s aspirations for its gold-hued autonomous vehicle stretch beyond being a robotaxi operator.
The robotaxi interest form, which was released ahead of the company’s Cybercab event in Austin, is not definitive proof that Tesla will sell its autonomous vehicles to third-party operators. But it’s certainly an indicator of where the company’s longer-term plans lie. Tesla wants to scale and it doesn’t seem to want to do it alone.
Tesla CEO Elon Musk has talked often, and for years, about building a massive fleet of low-cost robotaxis. But in the early days, those dreams centered on personally owned Tesla vehicles. As early as 2016, Musk spoke publicly about a future in which Tesla owners, equipped with self-driving software, would be able to earn money by renting out their vehicles. He stuck with that Tesla network idea for years, noting at the company’s Autonomy Day in 2019 that it would allow owners to add their autonomous vehicles to its ride-sharing app, similar to how Uber’s business model works.
“I feel very confident predicting that there will be autonomous robotaxis from Tesla next year — not in all jurisdictions because we won’t have regulatory approval everywhere,” Musk said in 2020.
That vision never materialized. Instead, the company has focused on testing, and now operating, its own fleet of robotaxis — first with Tesla Model Y vehicles and now the purpose-built Cybercab.
Until now, Tesla seemed committed to keeping its robotaxi business in-house. The interest form, which says “helps us build our robotaxi network,” suggests the company sees promise and profits in widening the circle to include third-party companies.
What that might look like, though, isn’t defined. The company asks interested parties to pick one of several possible options, including Cybercab fleet purchasing, mobility hubs and infrastructure, event collaboration, and “other.”
There are a growing number of companies jumping into the robotaxi fleet management business. For instance, Moove, an African fintech startup that initially focused vehicle financing for ride-hailing drivers, is scaling up an autonomous fleet management business. The startup, which raised $250 million last month at a $2.1 billion valuation, is the fleet operator for Waymo in Phoenix, Miami, and Las Vegas, and in the future, London. The company doesn’t own the Waymo vehicles, but its CEO told TechCrunch that it plans to.
Other autonomous fleet management companies, which Uber has partnered with in its bid to own a piece of the robotaxi market, include Avomo and New Horizon as well as larger more traditional rental car giants like Avis and Hertz.
Tesla’s welcome mat to fleet operators could encourage more small players to open up shop — helping the company saturate markets faster.
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Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.
Elon Musk sent dozens of self-driving Cybercabs without steering wheels or brake pedals onto the streets of Austin, Texas, on Thursday, betting that Americans will overcome their fears of rides with “no control” and hop inside.
The rollout of the gold-colored Teslas, which give passengers no way to take control in an emergency, comes as the company prepares to launch the service in other cities. Tesla shares have suffered amid a slump in vehicle sales, but they rose more than 5% Thursday on hopes that the futuristic-looking taxis will catch on quickly.
“No steering wheel, no pedals,” Tesla teased on X before the launch. Musk followed with a post showing a giant Cybercab floating above the Austin skyline and later wrote, “A Storm of Cybercabs.”
Elon Musk sent dozens of self-driving Cybercabs without steering wheels or brake pedals onto the streets of Austin, Texas, on Thursday. AP Photo/Eric Gay An invitation-only launch event was expected to be held later Thursday.
It is unclear how soon Musk intends to roll out the Cybercab service, but he needs to move quickly.
Tesla trails self-driving taxi leader Waymo in the number of cabs deployed and trips completed. To catch up, it must demonstrate that its camera-only system can safely navigate streets and avoid pedestrians. By contrast, Waymo and another rival, Amazon’s Zoox, supplement cameras with radar and a laser-based technology called lidar.
Even if the technology works well, Americans still need to be convinced.
A Pew Research Center survey conducted in February found that seven in 10 US adults were “not too” or “not at all” comfortable riding in a driverless car.
Tesla stock was battered last year after Musk took over President Trump’s government cost-cutting campaign, dubbed DOGE, and embraced extreme-right political candidates, sparking protests at Tesla showrooms and boycotts by car buyers in several countries.
The rollout of the gold-colored Teslas, which give passengers no way to take control in an emergency, comes as the company prepares to launch the service in other cities. REUTERS
Tesla shares have suffered amid a slump in vehicle sales, but they rose more than 5% Thursday on hopes that the futuristic-looking taxis will catch on quickly. REUTERS Tesla posted a second consecutive annual decline in vehicle sales last year. Its profits plunged, and it lost its crown as the world’s best-selling electric vehicle maker to China’s BYD.
Austin has had a self-driving Tesla “robotaxi” service since June last year, but those cars are equipped with steering wheels and brake pedals. The service, which has since expanded to five other cities in Texas and Florida, initially carried passengers with safety drivers aboard to take over in case of problems.
It is unclear how soon Musk intends to roll out the Cybercab service. AP Photo/Mark Schiefelbein Tesla has more than 200 “unsupervised” robotaxis in those cities, meaning they operate without safety drivers aboard, according to the monitoring site RobotaxiTracker. Waymo has more than 4,000 such vehicles in 14 cities.
In the Pew survey, 16% of adults said they would be “somewhat” comfortable riding in a driverless car, while 7% said they would be “extremely” or “very” comfortable.
Separate Gallup polling conducted in 2025 found that skepticism about the safety of driverless cars had risen over the previous several years. More Americans said all or mostly human-operated cars were the safest option than in a 2018 poll.
Tesla has more than 200 “unsupervised” robotaxis in those cities, meaning they operate without safety drivers aboard, according to the monitoring site RobotaxiTracker. Waymo has more than 4,000 such vehicles in 14 cities. REUTERS It is unclear whether Musk is the right person to coax people into cars with no human controls. Another Pew poll conducted in January found that nearly six in 10 adults had a “very” or “mostly” unfavorable view of him.
Musk eventually hopes to send full self-driving software to hundreds of thousands of Teslas through a software update. That would allow Tesla owners to turn their cars into taxis for hire when they are not using them.
Elon Musk slíbil, že Tesla v Austinu do roku 2028 zaměstná přes 30 tisíc lidí. Zároveň tvrdí, že humanoidní roboti jednou předčí všechny lidi v produktivitě.
Elon Musk promised a billion humanoid robots will outproduce all of humanity within a decade, then turned around and pledged tens of thousands of new human jobs in Austin to build them. The contradiction at the center of Tesla's strategy…
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Elon Musk spent this week making two claims that sit awkwardly next to each other. On September 1, he told the world that “a billion humanoid robots will be more productive than all humans combined within 10 years” and that AI will be able to do anything digital, anything that does not require shaping of atoms by hand, probably by the end of next year. Two days later, on September 3, he pledged that “Probably over 30k people working in high-paying jobs at Tesla HQ & manufacturing in Austin by 2028!”
I have been tracking Musk’s rhetoric on Optimus for the better part of two years, and this is the sharpest juxtaposition I have seen. The person forecasting the end of human labor is also promising to roughly double a human payroll in one city, and the workers he wants to hire will be building the very robots and Robotaxis designed to replace human effort elsewhere.
Austin Headcount Math and the 16,500 Baseline Tesla (NASDAQ:TSLA | TSLA Price Prediction) has not published an official Giga Texas headcount tied to this pledge. The roughly 16,500 workers currently in Austin figure comes from the tweet Musk endorsed, not from Tesla investor relations or a Texas incentive filing. Treat 30,000 as a Musk tweet target until it shows up as an audited commitment in a proxy or an 8-K. The most recent Q2 FY26 shareholder update discusses Austin capacity expansions without pinning a headcount number to them.
The Austin footprint Musk is staffing up is enormous on paper. Cybercab production began at Gigafactory Texas with engineering test drives on public roads in Q2 2026. 4680 battery cell production sits at over 40 GWh of installed Texas capacity, and Tesla has “placed equipment orders for our development fab in Austin” covering lithography-mask production, logic, memory, packaging and chip testing under one roof.
Optimus: Fremont First, Austin Bigger On the Q2 call, Musk called Optimus “the biggest product ever” and warned that “this is going to be the hardest product to scale manufacturing that we’ve ever made at Tesla because everything on the robot is new.” The Gen 3 line runs in Fremont with a target of a million units a year. Optimus 4 goes to Austin, aiming “an order of magnitude more production of Optimus 4 than Optimus 3” at roughly 10 million units a year.
If those robots ever hit dexterity parity with humans, and Musk said “an Optimus is designed to have full human dexterity”, the 30,000 Austin jobs are best understood as a construction and ramp cohort that precedes a leaner steady-state operating base. Someone has to install the lines before the lines replace them.
Cybercab Week and the Stock The jobs pledge landed during Cybercab week. Musk described the vehicle as “basically a super comfortable lounge on wheels with a great TV and epic sound”. Tesla closed at $376.37 on September 3, up 5% on the day and 15% over the past month, though shares remain down 16% year to date. Market cap sits near $1.49 trillion at a P/E around 372.
The financial backdrop for all of this is a company burning cash to build the future. Q2 FY26 revenue hit $28.24B, up 25.5% year over year, while operating income fell 56.9% to $398M and free cash flow swung negative $1.09B. CFO Vaibhav Taneja told investors “we are in a big investment cycle and expect our operating expenses largely driven by R&D to continue to grow in 2026 and beyond,” with capital expenditures expected to top $25 billion this year and debt facilities of up to $30 billion being lined up.
What to Watch Musk even joked the same afternoon that Austin in September is not a great time of year to recruit people. The serious question for TSLA holders is whether the Austin buildout produces enough Optimus and Cybercab volume by 2028 to justify a $1.49 trillion valuation, and whether those 30,000 jobs get audited in a future proxy filing or fade as a tweet. If you believe Musk that “the AI riptide is already underway”, the Austin hires are the last big human cohort Tesla needs before the robots take the line. If you do not, the pledge is a headline during Cybercab week. Either way, the SEC filings will tell us which Musk to believe.
Contact [email protected] for any questions or corrections.
Tesla má po smíšených výsledcích silný býčí i medvědí příběh: tržby ve 2. čtvrtletí vzrostly meziročně o 25,5 % na 28,24 miliardy USD, ale provozní marže spadla na 1,4 % a volný peněžní tok byl záporný.
Tesla's bull case and bear case are both stronger than usual right now, and that tension is exactly what makes the stock so difficult to read at current levels.
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Tesla (NASDAQ:TSLA | TSLA Price Prediction) trades at $357.01, and the split reaction after the stock touched $355 shows why the setup is unusually balanced. The bull case and the bear case are both stronger than usual right now, which is a signal to slow down rather than press.
Tesla still sells more electric vehicles than any Western rival, but the story reflected in the stock is no longer just cars. It is robotaxi expansion into seven US markets, an Optimus ramp management calls potentially the biggest product it has ever built, an in-house semiconductor fab, and roughly 1.5 million paid FSD customers globally.
The stock has round-tripped from a Q4 2025 filing high near $439 to today, and consensus estimates are getting cut. That is the tension.
AI Optionality and Record Deliveries Anchor the Bull Case Bulls have real numbers to point to. Q2 2026 revenue rose 25.5% year over year to $28.24 billion, deliveries hit a record 480,126 vehicles, and management said Tesla exited the quarter with its largest order backlog since 2023.
Energy storage deployments jumped 53% sequentially to 13.5 gigawatt hours, feeding directly into data center power demand. The robotaxi fleet has logged more than 380,000 unsupervised miles with what management describes as zero notable incidents. The balance sheet holds roughly $43.5 billion in cash, giving Tesla runway to fund the Optimus, CyberCab, and semiconductor buildouts without stress.
Margin Collapse and a 371 P/E Frame the Bear Case The bear case starts with the multiple. Tesla trades at roughly 371 times earnings while Q2 operating margin compressed to 1.4%, non-GAAP EPS of $0.33 missed the $0.54 consensus by nearly 39%, and free cash flow flipped to negative $1.09 billion.
Analyst estimates are moving the wrong way. The 2026 EPS consensus has fallen to $1.77 from $2.13 just 30 days ago, and downward revisions outnumbered upward ones 18 to 7. Barron’s headlines this week flagged that Tesla’s robotaxi fleet lags far behind Waymo and questioned Cybercab hype, exactly the narratives Tesla’s premium depends on.
Waiting for Execution to Catch Up With Ambition The wait-and-see case is the clearer read. Capex is on track to exceed $25 billion for the year, and management said heavy spending will continue for two or three years. That is a long window before Optimus, CyberCab, and the Austin fab either justify the multiple or force a rerating.
Automotive margins ex-credits slid from 19.2% to 16.3% sequentially, yet Q1 already showed the model can snap back when tariff and warranty timing normalize. Neither side has the last word yet.
What the Numbers Actually Say Tesla currently trades at $357.01 against an analyst target of $390.09, implying roughly 9.3% upside. Coverage is deep: 6 strong buys, 16 buys, 19 holds, 3 sells, and 2 strong sells. Targets are one data point among many, and the estimate range for 2027 EPS runs from $0.80 to $3.65.
Shares are up 10.85% over the past month and 8.4% over the past year, but down 20.62% year to date. The S&P 500 is up 12.21% year to date and 19.51% over one year. Tesla is underperforming the broader market badly in 2026.
Why the Setup Looks Balanced at $357 At $357, the risk/reward looks balanced. Here is why.
The stock sits within a few percent of fair value on our modeled base case of $373.67, and the bull and bear paths ($457 vs $341) bracket the current price too tightly to justify aggressive positioning either way. Estimate cuts are still landing, capex is climbing, and margins have not stabilized.
What would strengthen the bull thesis: robotaxi miles compounding, FSD attach rate breaking above 60% in North America from the current 55%, and automotive gross margin ex-credits rebuilding above 19%. What would strengthen the bear thesis: a third consecutive EPS miss, capex overshooting $30 billion without revenue follow-through, or a robotaxi safety incident.
The cost of patience is small relative to the cost of picking wrong before the Q3 earnings report. Tesla is a story stock in a show-me quarter, and the next earnings report is likely to settle the argument.
Contact [email protected] for any questions or corrections.
D L Carlson Investment Group Inc. ve 2. čtvrtletí koupila 16 899 akcií společnosti Tesla za zhruba 7,108 milionu USD. Podíl tvoří asi 1,1 % portfolia a je 20. největší pozicí.
D L Carlson Investment Group Inc. acquired a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 16,899 shares of the electric vehicle producer’s stock, valued at approximately $7,108,000. Tesla makes up about 1.1% of D L Carlson Investment Group Inc.’s portfolio, making the stock its 20th biggest position.
A number of other institutional investors and hedge funds have also modified their holdings of TSLA. Crestwood Advisors Group LLC lifted its position in Tesla by 34.7% during the fourth quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer’s stock valued at $8,799,000 after purchasing an additional 5,039 shares during the period. Wealthquest Corp purchased a new stake in Tesla during the 4th quarter valued at $1,035,000. Private Capital Advisors Inc. lifted its holdings in shares of Tesla by 139.3% during the 4th quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer’s stock valued at $9,593,000 after buying an additional 12,417 shares during the period. Knights of Columbus Asset Advisors LLC boosted its stake in shares of Tesla by 34.8% in the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer’s stock worth $28,998,000 after buying an additional 16,652 shares during the last quarter. Finally, Canada Post Corp Registered Pension Plan grew its holdings in shares of Tesla by 26.6% in the fourth quarter. Canada Post Corp Registered Pension Plan now owns 70,955 shares of the electric vehicle producer’s stock worth $31,910,000 after acquiring an additional 14,900 shares during the period. Institutional investors own 66.20% of the company’s stock.
Tesla Stock Up 0.3% Shares of NASDAQ TSLA opened at $357.01 on Thursday. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. Tesla, Inc. has a 12-month low of $297.38 and a 12-month high of $498.83. The firm’s 50-day moving average price is $358.71 and its 200-day moving average price is $383.59. The stock has a market capitalization of $1.41 trillion, a price-to-earnings ratio of 330.57, a P/E/G ratio of 17.98 and a beta of 1.84.
Tesla (NASDAQ:TSLA – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.50 by ($0.17). The company had revenue of $28.24 billion during the quarter, compared to the consensus estimate of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. Tesla’s revenue for the quarter was up 25.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.33 earnings per share. On average, equities research analysts anticipate that Tesla, Inc. will post 0.88 EPS for the current fiscal year. Wall Street Analyst Weigh In TSLA has been the topic of a number of recent research reports. Citizens Jmp assumed coverage on Tesla in a report on Thursday, July 9th. They issued a “market perform” rating on the stock. Mizuho set a $450.00 price target on Tesla and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Robert W. Baird set a $475.00 price target on shares of Tesla in a research report on Monday, July 27th. Evercore raised shares of Tesla from a “hold” rating to an “outperform” rating in a report on Friday, June 5th. Finally, Needham & Company LLC restated a “hold” rating on shares of Tesla in a research report on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, Tesla has an average rating of “Hold” and a consensus price target of $401.74.
Read Our Latest Stock Analysis on TSLA
Insider Buying and Selling In other Tesla news, CFO Vaibhav Taneja sold 2,606 shares of Tesla stock in a transaction on Monday, June 8th. The shares were sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the completion of the transaction, the chief financial officer directly owned 22,039 shares of the company’s stock, valued at $8,864,085.80. The trade was a 10.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by insiders.
More Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Cybercab and robotaxi optimism: Tesla has registered 45 purpose-built Cybercabs in Texas, adding credibility to its planned autonomous ride-hailing rollout. Investors are looking for evidence that the vehicle can scale commercially and generate high-margin software or mobility revenue. Tesla’s Cybercab Fleet Hits 45 Ahead of Austin Launch Positive Sentiment: Potential energy-business tailwind: New U.S. power-grid policy restricting certain Chinese equipment could benefit Tesla’s energy-storage operations, providing an additional growth avenue beyond vehicles. Tesla stock investors stand to gain from U.S. power grid Positive Sentiment: Commercial vehicle opportunity: Einride plans to deploy at least 75 Tesla Semi trucks in 2026 and 500 by 2027, giving investors a clearer timeline for a potentially meaningful commercial-vehicle business. Tesla Gets First 2026 Delivery Timeline For Landmark 500 Semi Order Neutral Sentiment: Event expectations are elevated: Morgan Stanley maintained a Hold rating and a $400 price target, warning that a limited initial Cybercab fleet could trigger a selloff. The event must demonstrate more than a prototype—particularly safety, regulatory progress, production capacity and a credible launch schedule. Tesla Cybercab Momentum Balanced by Execution Risks Negative Sentiment: Sales momentum is uneven: China-made EV sales rose only 3.6% year over year in August, sharply slower than July. European registrations were mixed, with major declines in markets including Norway, Sweden, Spain and Portugal despite strong gains in France and Denmark. Tesla’s China-made EV sales extend growth streak, but momentum fades Negative Sentiment: Autonomy and valuation concerns remain: A reported fatal Illinois crash has renewed scrutiny of Tesla’s FSD technology, while Waymo and Zoox are expanding robotaxi services. Analysts and commentators also question whether Tesla’s roughly $1.4 trillion valuation is justified given pressured margins, slowing growth and a PE ratio above 300. Tesla’s FSD Faces Fresh Scrutiny After Fatal Illinois Crash Negative Sentiment: Solar retrenchment: Tesla stopped taking Solar Roof orders and has not reported solar deployment figures since late 2023, reinforcing concerns that some non-automotive initiatives are being deprioritized. Tesla Stopped Reporting Solar Numbers 10 Quarters Ago Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Edmond DE Rothschild Holding S.A. purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 17,818 shares of the electric vehicle producer’s stock, valued at approximately $7,494,000.
Other large investors have also recently made changes to their positions in the company. State Street Corp grew its position in Tesla by 0.9% in the 4th quarter. State Street Corp now owns 114,842,934 shares of the electric vehicle producer’s stock worth $51,647,164,000 after purchasing an additional 1,080,085 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Tesla by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 65,700,975 shares of the electric vehicle producer’s stock valued at $29,426,070,000 after buying an additional 375,946 shares during the period. Norges Bank purchased a new position in shares of Tesla in the 4th quarter worth $17,128,100,000. Amundi boosted its stake in shares of Tesla by 14.0% in the 1st quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer’s stock worth $8,243,513,000 after buying an additional 2,727,141 shares during the last quarter. Finally, Corient Private Wealth LLC grew its holdings in shares of Tesla by 3,205.5% in the fourth quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer’s stock worth $9,650,811,000 after acquiring an additional 20,810,386 shares during the period. 66.20% of the stock is currently owned by institutional investors.
Tesla Stock Performance Shares of NASDAQ TSLA opened at $357.01 on Thursday. The stock has a market cap of $1.41 trillion, a PE ratio of 330.57, a price-to-earnings-growth ratio of 17.98 and a beta of 1.84. Tesla, Inc. has a 1 year low of $297.38 and a 1 year high of $498.83. The firm has a fifty day moving average price of $358.71 and a 200-day moving average price of $383.59. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.94 and a quick ratio of 1.55.
Tesla (NASDAQ:TSLA – Get Free Report) last issued its earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.50 by ($0.17). Tesla had a return on equity of 3.82% and a net margin of 3.67%.The firm had revenue of $28.24 billion during the quarter, compared to the consensus estimate of $26.42 billion. During the same period in the prior year, the company posted $0.33 EPS. The company’s quarterly revenue was up 25.5% on a year-over-year basis. Equities analysts anticipate that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year. Insider Buying and Selling at Tesla In other news, CFO Vaibhav Taneja sold 2,606 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the transaction, the chief financial officer owned 22,039 shares of the company’s stock, valued at $8,864,085.80. This represents a 10.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is currently owned by company insiders.
More Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Cybercab and robotaxi optimism: Tesla has registered 45 purpose-built Cybercabs in Texas, adding credibility to its planned autonomous ride-hailing rollout. Investors are looking for evidence that the vehicle can scale commercially and generate high-margin software or mobility revenue. Tesla’s Cybercab Fleet Hits 45 Ahead of Austin Launch Positive Sentiment: Potential energy-business tailwind: New U.S. power-grid policy restricting certain Chinese equipment could benefit Tesla’s energy-storage operations, providing an additional growth avenue beyond vehicles. Tesla stock investors stand to gain from U.S. power grid Positive Sentiment: Commercial vehicle opportunity: Einride plans to deploy at least 75 Tesla Semi trucks in 2026 and 500 by 2027, giving investors a clearer timeline for a potentially meaningful commercial-vehicle business. Tesla Gets First 2026 Delivery Timeline For Landmark 500 Semi Order Neutral Sentiment: Event expectations are elevated: Morgan Stanley maintained a Hold rating and a $400 price target, warning that a limited initial Cybercab fleet could trigger a selloff. The event must demonstrate more than a prototype—particularly safety, regulatory progress, production capacity and a credible launch schedule. Tesla Cybercab Momentum Balanced by Execution Risks Negative Sentiment: Sales momentum is uneven: China-made EV sales rose only 3.6% year over year in August, sharply slower than July. European registrations were mixed, with major declines in markets including Norway, Sweden, Spain and Portugal despite strong gains in France and Denmark. Tesla’s China-made EV sales extend growth streak, but momentum fades Negative Sentiment: Autonomy and valuation concerns remain: A reported fatal Illinois crash has renewed scrutiny of Tesla’s FSD technology, while Waymo and Zoox are expanding robotaxi services. Analysts and commentators also question whether Tesla’s roughly $1.4 trillion valuation is justified given pressured margins, slowing growth and a PE ratio above 300. Tesla’s FSD Faces Fresh Scrutiny After Fatal Illinois Crash Negative Sentiment: Solar retrenchment: Tesla stopped taking Solar Roof orders and has not reported solar deployment figures since late 2023, reinforcing concerns that some non-automotive initiatives are being deprioritized. Tesla Stopped Reporting Solar Numbers 10 Quarters Ago Analysts Set New Price Targets TSLA has been the topic of a number of recent research reports. Glj Research reissued a “sell” rating on shares of Tesla in a report on Tuesday, August 18th. BNP Paribas Exane lowered shares of Tesla from a “hold” rating to an “underperform” rating in a research report on Friday, June 5th. Wells Fargo & Company reiterated an “underweight” rating and issued a $130.00 price objective (up from $125.00) on shares of Tesla in a research note on Tuesday, July 14th. DZ Bank raised shares of Tesla from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 23rd. Finally, Stifel Nicolaus set a $491.00 target price on shares of Tesla and gave the company a “buy” rating in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Tesla presently has an average rating of “Hold” and an average target price of $401.74.
Read Our Latest Research Report on TSLA
Tesla Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Akcie společnosti Tesla v srpnu vzrostly o 18,2 %, protože se zlepšila nálada kolem robotaxi. Pomohlo i zvýšení limitu v Clark County z 10 na 5 000 vozů.
Shares in Tesla (TSLA +0.26%) rose by 18.2% in August, according to data from S&P Global Market Intelligence. The move comes as the narrative around the stock, notably its robotaxi rollout, improved throughout the month. And the good news is there's a real possibility of more good news flowing in the future.
Tesla's reset of expectations To be clear, Tesla's second-quarter report released at the end of July wasn't great. A good recovery in electric vehicle (EV) deliveries was accompanied by a strong increase in costs associated with incentivizing sales, robotaxi and Optimus development, commodity costs, and AI initiatives. These costs and an unfavorable EV sales mix (relatively more sales of lower-margin vehicles) led to margin compression.
At the same time, Tesla is ramping capital expenditures, partly to support the ramp in its robotaxi business, and investors are concerned that the rollout isn't progressing as planned.
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A change in narrative for Tesla Narratives matter in investing, and they matter a lot for growth stocks, whose main value-creating events lie ahead. There's a reason why many management teams emphasize underpromising and overdelivering: it often leads to a significant rerating of the stock.
However, in Tesla's case, it's fair to argue that the robotaxi rollout hasn't met the expectations previously laid out by CEO Elon Musk, neither in terms of fleet size nor city deployment. Robotaxis did not cover half the U.S. population by the end of 2025. With only six cities with unsupervised robotaxis (Bay Area robotaxis are supervised) so far in 2026, Tesla looks highly unlikely to be deployed in "dozens of cities, dozens of major cities by the end of the year," as Musk said they would be in January.
That said, it's important to recognize how technologically challenging the rollout is, and the critical need to achieve a level of safety and operational functioning so that its robotaxi, including the dedicated robotaxi, Cybercab, can be scaled. Any scaling of a flawed model will only magnify and increase the absolute number of incidents.
Image source: Tesla.
Moreover, management spent the last two earnings calls redirecting the narrative away from fleet size and city expansions and toward the development of its next major version of full self-driving (FSD) software, v15, and overall miles driven under unsupervised robotaxi operations. All told, the narrative around robotaxis has arguably shifted to focus on v15 and miles driven, rather than fleet size and city deployments.
This change in narrative means it's likely the market will now reward any positive development on robotaxi/Cybercab, and that's exactly what's happened recently.
Positive robotaxi developments Fortunately, Tesla has had good news to report on it lately: Nevada lifted the cap on robotaxi vehicles in Clark County from 10 to 5,000 vehicles in August Tesla announced the launch event for the Cybercab, which just took place. Safety data on unsupervised robotaxis (updated in mid August and current through mid July) arguably show an exemplary safety record, albeit with a relatively small data set compared to Waymo. These events helped raise confidence in Tesla's robotaxi rollout, and with expectations now reset, more positive news flow on robotaxi is likely to be rewarded by the market.
Francie zahájila testy dvou vozů s technologií Tesla FSD, aby posoudila systém na svých silnicích před možným schválením v Evropě. Výsledky chce mít v polovině až koncem září.
France has begun tests on two cars to better assess Tesla's FSD advanced driver assistance system, French Minister of Transport Philippe Tabarot said, in a move that could bring Europe a step closer to approval of Elon Musk's autonomous driving technology.
Netherlands road authority RDW approved Tesla's Full Self Driving system for use on Dutch roads on a provisional basis in April, prompting Belgium, Denmark, Estonia and Lithuania to do the same in advance of a bloc-wide vote on the plan that could take place as early as next month.
FSD is a driver assistance system that can accelerate, brake, and steer a car while its human driver remains ready to intervene, but does not effectuate a fully self-driving car.
In July, Tabarot had said the safety trade-offs were not yet sufficient to justify authorisation, specifically in areas of speed limitation and driver attention warnings.
In a post on X late on Tuesday, the minister said he had had "a constructive exchange" with Musk regarding the technology after working closely with Tesla for several months on technical adaptations needed for France to support its approval.
"With the provision of two vehicles equipped with FSD by Tesla, we are now entering a new phase: that of on-road testing," he said.
France wants to do its own tests to verify the data provided by the Netherlands and Tesla, and to test the system on French roads, said a transport ministry source. It is aiming to have test results in mid to late September, to be in a position to vote on a decision by the bloc in coming months.
A vote could take place next month or early December, said the source, adding that he expected Tesla to be open to addressing their concerns, allowing the technology to be approved in Europe.
Tesla v srpnu zvýšila prodej elektromobilů vyrobených v Číně o 3,6 % meziročně na 86 166 kusů, ale tempo růstu prudce zpomalilo z červencových 38 %. Prodej meziměsíčně klesl o 7,9 %.
Tesla's (TSLA.O) China-made electric vehicle sales slowed to a gain of 3.6% year-on-year in August, down sharply from the prior month, as divergent trends persisted across the U.S. automaker's major markets.
Sales of Model 3 and Model Y vehicles from its Shanghai factory, including exports to Europe, Asia Pacific and Canada, rose to 86,166 units from the year earlier, marking the 10th straight month of growth.
That's a sharp slowdown from a 38% year-on-year rise in July though, data from the China Passenger Car Association showed on Wednesday.
On a month-on-month basis, sales fell 7.9%.
August registration data highlighted diverging fortunes for Tesla across Europe, with strong increases in France and Denmark contrasting with weaker sales in Norway, Spain, Sweden, Portugal and Italy.
The U.S. automaker is grappling with intensifying competition in China, where home-grown rivals are introducing more affordable, feature-rich EVs, while pushing deeper into overseas markets to offset weak demand domestically.
BYD (002594.SZ), , Tesla's largest Chinese rival, generated more revenue overseas than in China for the first time in the first half.
Likewise, exports accounted for more than half of the vehicles produced at Tesla's Chinese factory in the second quarter, also a first. Tesla's share of China's battery EV market shrank to 6.6% in the second quarter from a peak of more than 15% in 2020.
The U.S. EV specialist is also navigating China's growing influence over automotive safety rules, following a record recall announced in late August that involved Tesla alongside several Chinese carmakers.
Tesla čelí nové kontrole po smrtelné nehodě v Illinois, u níž měl být podle zpráv zapnutý Full Self-Driving. Vyšetřování ale zatím neprokázalo, že systém nehodu způsobil.
Electrek reports FSD was engaged during the crash Summary
The accident involved a Tesla Model YThe report adds to scrutiny around Tesla’s driver-assistance technology
Tesla Inc. (TSLA, Financials) gets another tough question about Full Self-Driving after a study tied the technology to a deadly accident in Illinois.
Electrek has uncovered a crash involving a Tesla Model Y that killed a mother of five in March, which was purportedly running Full Self-Driving at the time.
Seeking Alpha cited the results of the probe along with a police report from Batavia, Ill. The report on its own does not prove that FSD caused the crash.
That's an important difference because Tesla's Full Self-Driving system remains a supervised driver-assistance device, meaning the driver must monitor the vehicle at all times and take over when needed.
Still, the alleged engagement shines extra emphasis on the technology at a time when autonomy has been more and more vital to Tesla's investment story.
The business has long contended that advances in its software and artificial intelligence (AI) systems might one day make its massive vehicle fleet a crucial platform for autonomous driving.
This means fatal crashes involving vehicles being operated with FSD could have repercussions far beyond the individual crash, particularly if they receive further regulatory or legal scrutiny.
Investors will now await official conclusions into what transpired and whether Tesla's driver-assistance technology had any involvement.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Tesla ve čtvrtek v Austinu uspořádá akci k robotaxi Cybercab, svému prvnímu vozu navrženému čistě pro autonomní jízdu. Firma zatím neřekla, zda má regulační schválení pro komerční provoz.
Tesla (TSLA.O) is set to hold an event for its purpose-built robotaxi Cybercab in Austin, Texas, on Thursday, amid much fanfare, as well as questions about regulatory hurdles and safety of the technology.
Here are some details:
The Cybercab is a two-seater with butterfly doors and no steering wheel or pedals and is Tesla's first vehicle designed purely for autonomy. Some test versions on U.S. streets have been spotted with steering wheels.
The vehicle was unveiled about two years ago at Warner Bros studio and is expected to be added to Tesla's nascent robotaxi fleet. CEO Elon Musk said it would eventually be available for $30,000. He has described self-driving technology as one of the keys to Tesla's future business.
Tesla offered riders of its current robotaxi fleet based on its Model Y a chance to join a "Cybercab Launch Event", but it has given no details about what kind of launch is planned. Tesla has been marketing the event as "Exclusive Access: Cybercab" in posts on X and has sent out invites to select guests, according to some user posts.
Tesla has not announced a time for the event. Tesla usually livestreams major events, but it has not officially confirmed whether it will do so on Thursday.
Tesla started producing some Cybercabs in April and has been testing the vehicle on public roads.
The Information reported last month that Tesla told staff it plans to begin the rollout by offering rides to its employees on public roads and then incorporate Cybercabs into its robotaxi service in Austin a few days later.
Tesla has not said whether it has received regulatory approval or if it has determined it complies with federal safety norms to operate the service commercially.
Tesla's so-called Full Self-Driving (FSD) technology that requires constant human supervision has faced multiple federal investigations and lawsuits following collisions and traffic violations. A version of FSD that does not require supervision runs Cybercabs.
Tesla has said FSD is already up to 10 times safer than human drivers.
Tesla ukončila Solar Roof, přestala přijímat objednávky a produkt už nebude dodávat instalačním firmám. Firma zároveň přesměrovala své webové stránky na běžné solární panely.
Tesla (TSLA -3.22%) has ended the Solar Roof, according to reporting from Electrek. The company stopped taking orders for the glass solar tiles as of Aug. 20, told its network of certified installers it will no longer supply the product, and redirected the Solar Roof page on its website to conventional solar panels.
The product Tesla unveiled in October 2016 was pitched as the reinvention of the roof -- shingles that generate power while looking better than ordinary tiles. CEO Elon Musk put a number on the ambition. "I'm confident that, let's say, within the next, I don't know, year or -- maybe even by end of year, we should be installing at a rate of 1,000 a week," Musk said on Tesla's first-quarter 2020 earnings call.
For a company that rarely retreats in public, the shutdown is unusual. So what does it say about the energy business that investors in the growth stock actually own?
Image source: Getty Images.
The economics never workedThe Solar Roof's problem seems to have been less about demand for the idea than about the economics of the product. Tesla marketed the tiles as costing less than a new roof plus traditional solar panels, but real quotes ran far higher. TechCrunch reported quotes reaching $200,000 for a single installation. And in 2021, Tesla sharply raised prices, in some cases on customers who had already signed contracts. The tiles were unique to the Solar Roof system, too, requiring custom manufacturing equipment whose cost per unit climbed as volumes disappointed.
Those volumes showed up in Tesla's own quarterly updates, which reported the solar business as one combined line (megawatts of solar deployed, panels and tiles together). By the fourth quarter of 2023, that figure had shrunk to 41 megawatts, down 59% year over year and lower for a fourth straight quarter.
Even more telling: Electrek reported, citing a source close to the program, that Tesla internally concluded the product is not financially viable. Tesla itself hasn't publicly explained the decision, and the company could say more when it next reports results, likely in October.
The energy business never needed itFor shareholders, the Solar Roof's death says very little about the electric vehicle maker's energy segment, because the segment's growth was never coming from it.
In the second quarter of 2026, Tesla's energy generation and storage revenue rose 13% year over year to about $3.1 billion, or about 11% of the company's total revenue. In its quarterly filing, the company attributed the increase to higher Megapack deployments (the utility-scale batteries), partially offset by lower Megapack prices and a decline in Powerwall deployments.
Whatever the mix, the volumes keep building. Tesla deployed 13.5 gigawatt-hours of energy storage in the second quarter, its second-best quarter ever on that measure.
Solar, meanwhile, has disappeared from Tesla's reporting altogether. The 41 megawatts deployed in the fourth quarter of 2023 turned out to be the last solar deployment figure the company has disclosed to date. The line item vanished from Tesla's first-quarter 2024 update, and 10 straight quarterly updates have now gone by without one.
Storage gets a deployment figure every quarter. Solar gets none.
That doesn't mean Tesla is done with solar. The company began manufacturing a new retrofit solar panel in 2025, according to its quarterly filing. And in July it applied for Texas tax incentives on a proposed $10.1 billion solar cell factory, with commercial operations targeted for 2029. The energy pitch still centers on storage, though, with Megapack, the newer Megablock, and a new Megafactory under construction near Houston.
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The shutdown looks like disciplineThe decision looks like discipline to me, and arguably overdue discipline. Tesla kept the Solar Roof alive for nearly a decade after unveiling it, through pricing resets and production experiments, while the product that actually scaled (the Megapack) drove the segment's most recent growth and helped push its revenue to about $3.1 billion a quarter.
Killing a product this publicly associated with the company's image, and with Musk's own promises for it, is not a small step. But it could free up resources for the parts of the energy business that have proven they can grow.
There is a risk worth acknowledging, though. The energy segment's growth rate has cooled to 13%, Powerwall deployments are falling, and Megapack prices are coming down. Storage is a competitive business, and it now carries the whole segment -- for a company whose stock still costs more than 150 times next year's expected earnings.
The Solar Roof was supposed to make every rooftop a Tesla product. More than six years after Musk said Tesla should be installing 1,000 a week, the company is moving on. Judged by where the energy segment's money comes from, it arguably should have moved on sooner.
Tesla je zhruba 30 % pod svým maximem, zatímco dodávky vzrostly o 25 % a energetické úložiště o 40 %. Trh teď čeká na představení produkční verze Cybercab 3. září v Austinu.
I keep hearing people say they want to own Tesla (TSLA -3.22%) stock but are waiting for a better price, and I understand the instinct, because the stock has swung between $297.38 to $498.83 over the past year. The problem is that Tesla is already 30% off its high while deliveries grew 25% and energy storage jumped 40%, so the discount everyone is waiting for may already be here.
Tesla is down roughly 17% over the past four weeks, and I think that pullback is the entry point rather than a reason to wait for a deeper one.
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Where the stock sits Tesla trades today roughly 25% below its 52-week high, and about 23% above its 52-week low. Over the past 12 months, the stock has risen by 9.5%, meaning a year of operational progress has produced half the average price appreciation of the S&P 500, which is up by about 19%. Tesla's forward price-to-earnings ratio sits near 207, with a trailing multiple of about 340, so nobody is buying the stock based on its current earnings math. If you're buying it at all, you're doing so based on your view of what the company is building.
Image source: Getty Images.
Second-quarter deliveries hit 480,126 electric vehicles (EVs), up 25% year over year, compared with 451,758 vehicles produced. The energy storage business deployed 13.5 GWh of capacity in the quarter, up 40% from 9.6 GWh in the prior-year quarter and up 53% from the 8.8 GWh it deployed in 2026's first quarter. It was Tesla's second-largest quarterly increase in storage ever, behind only the 14.2 GWh it added in the fourth quarter of 2025. Cumulative deployments now exceed 132 GWh since 2016, with 22.3 GWh in the first half of 2026 alone.
Tesla's network of Powerwalls -- rechargeable home batteries that store electricity for later use, including during power outages -- supported more than 89,000 virtual power plant events across over 1 million installed units, saving homeowners more than $1 billion on electricity bills. Megapack 3 and Megablock production are starting at Megafactory Houston this year.
Why the next few weeks matter Tesla will unveil the production version of the Cybercab at a launch event on Sept. 3 in Austin. Pilot production started in February at Gigafactory Texas, and by July, hundreds of units had been spotted near the plant. The production specs are public: a 48-kWh battery, a single-motor setup producing 219 horsepower, roughly 293 miles of EPA range, no steering wheel or pedals, and a target price of $30,000. Tesla's stated annual goal is to produce 2 million Cybercabs per year at full design capacity across multiple factories.
Mass production of the Optimus Gen 3 robot began at the company's Fremont factory on Jan. 21, with roughly 300 units in Tesla factories running in a learning phase, and a planned $20,000 to $30,000 target price at scale. Tesla ended production of the Model S and Model X at Fremont this spring, specifically to free up capacity to manufacture the robots.
How I would actually buy it First, a risk to consider: Tesla pulled its production volume guidance for the Cybertruck, Semi, and Megapack 3 from 2026 in its second-quarter letter, and removed the language on Optimus volume production entirely. Its capital expenditures will run to $25 billion this year, about three times historical levels. The more than doubled its on-site compute capacity in Texas in the first half of 2026 and is targeting nearly 400 MW by year's end. That spending is compressing Tesla's near-term margins.
Position sizing will do more work for you than entry timing here. For a stock with this type of volatility profile, I cap the size of my equity allocation to 2% to 5% of my portfolio, then build my position with gradual purchases on a set schedule rather than by making a single lump-sum buy. Tesla pays no dividend, so every dollar of return on this investment will depend on how it executes on its Cybercab, Optimus, and energy storage plans. If those land, waiting to buy until the stock dips by another 20% dip from its current $365 could look like a costly error.
Tesla uvedla, že její supervised self-driving v pěti evropských zemích zaznamenal 4,1× méně kolizí než vozy řízené ručně. Firma tím zvyšuje tlak před hlasováním v EU o širším nasazení FSD.
Tesla's (TSLA.O) supervised self-driving technology recorded 4.1 times fewer collisions than manually driven Tesla cars in the five European countries where it is permitted, the automaker said on Tuesday, as it steps up lobbying efforts ahead of an EU vote on wider deployment.
The Netherlands in April became the first European country to grant provisional approval for Tesla's Full Self-Driving (FSD) system, prompting Belgium,Denmark, Estoniaand Lithuania to follow suit ahead of a European Union vote on broader approval.
Tesla said its findings were based on more than 100 million km (62 million miles) of driving data collected between April and August in those five countries, where FSD-equipped cars were involved in three collisions on highways and nine on non-highway roads, compared with 137 and 490 collisions respectively involving manually driven vehicles.
Reuters has previously reported that Tesla presented European regulators with safety statistics that experts said relied on invalid comparisons and could give a misleading impression of the system's safety performance. Tesla did not respond to detailed questions from Reuters for that report.
Tesla also posted an open-source safety dashboard on its website on Tuesday, which it said was shared with EU member state regulators in April.
"Leading up to a potential EU-wide approval vote ... we have decided to open-source one of the key pieces of evidence used to support the Netherlands approval," the company said.
Tesla has urged EU regulators to approve broader use of its FSD technology and says a vote could happen as soon as October 6. Approval would require support from at least 15 of the EU's 27 member states representing at least 65% of the bloc's population.
The U.S. EV maker says FSD approval is key to boosting sales in Europe. On Tuesday, registration data showed a mixed sales picture for Tesla on the continent.
The approval process has faced criticism over a lack of transparency after European regulators, including Dutch road authority RDW, declined to publish safety data underpinning the approval of FSD, saying it is commercially sensitive information.
Waymo před startem Tesla Cybercab znovu zdůraznila, že plná autonomie vyžaduje kombinaci senzorů, ne jen kamery a AI. Firma zároveň rozšířila robotaxi síť na 14 měst v USA.
Waymo argued last week that fully autonomous vehicles are not possible without using a mix of sensors, and that “pure end-to-end” AI systems are not safe enough — shots at Tesla, despite the Alphabet-owned company not naming names.
The company took these swings in a blog post and an interview with Axios just one week ahead of a September 3 event where Tesla is expected to formally introduce its two-seater Cybercab into its own small-but-growing robotaxi fleet. Waymo also announced three new markets on Tuesday morning, further extending its robotaxi network, which is serving customers in more than a dozen U.S. cities.
Despite being technical and a bit wonky, Waymo’s claims kicked off a social media fight that lasted all weekend.
“Arguments they bring forward are poor,” Pierre Ferragu, an analyst and managing partner at New Street Research who covers Tesla, wrote on X. “My read: Waymo built a driving gas plant that AI at scale makes irrelevant, and now falls into incumbent rhetoric. Innovator dilemma 101.”
“How it feels to say your data and record of success leads you to believe driverless mileage, AI interpretability, and multiple sensor types are critical for safe, fully autonomous driving at scale,” wrote Ethan Teicher, a Waymo spokesperson, while sharing a John Wick promo image that depicts more than a dozen guns pointed at the head of Keanu Reeves’ character.
The metaphorical knives — or guns, apparently — are out because if Tesla can prove the Cybercab is capable of performing at scale, it would set up a major fight between the two companies and their disparate approaches to developing autonomous vehicles. At stake is a market that could be worth hundreds of billions of dollars.
For years, this fight was more academic or philosophical than anything. But last week Waymo flexed its real-world experience.
“Cameras are incredible, but they aren’t enough,” Srikanth Thirumalai, a VP who oversees Waymo’s driving software, wrote in the company’s blog post. “For years, there’s been a debate over whether cameras alone could solve full autonomy. Now, after more than 200 million real-world miles, the data is clear: safe, fully autonomous operations at scale require more. By combining inputs from cameras, lidar, and radar, the Waymo Driver creates a rich, redundant world view that no single sensor can replicate.”
Thirumalai also wrote that a pure end-to-end neural architecture that “takes in raw pixels and directly outputs steering commands” — which is Tesla’s approach to autonomy — will “run the risk of black box failures.”
“Even the best AI models with trillions of parameters still hallucinate,” he told Axios. “There is no click reboot or reload or refresh [in] physical AI. You have to deal with the consequences of it.”
Waymo has long taken the approach of integrating a mix of cameras, radar, and lidar sensors into vehicles built by other manufacturers. While it’s a more conservative technological approach, it has allowed the company to scale to a fleet of around 4,000 robotaxis across 14 U.S. cities, which provides 500,000 paid trips per week.
At Tesla, Elon Musk has long derided the use of lidar, calling it a “crutch.” The company has instead put all its efforts into trying to make fully autonomous cars using just cameras and AI. And Tesla has spent the last few years developing the Cybercab, a purpose-built two-seater gold sedan designed to be autonomous from the get-go.
The Cybercab has no steering wheel or pedals, a relatively small battery, and Tesla plans to pump out thousands of them — a recent filing shows the company aiming to build more than 125,000 annually.
Of course, Tesla still needs to show that its self-driving software is capable of full autonomy. The company is years behind schedule; Musk once promised there would be 1 million robotaxis on the road in 2020 — though the company has spent the last year trialing its own Tesla Robotaxi network in a handful of cities in Texas and Florida using modified Model Y SUVs.
Those trials have stayed small, with Tesla claiming it’s prioritizing safety over scale. It’s only within the last few weeks that Tesla has pulled safety monitors out of a majority of those cars.
But that is likely about to change. Tesla has started registering Cybercabs with the Texas DMV ahead of the September 3 event. It’s unclear how quickly the company plans to scale the fleet after introducing the shiny two-seater, though social media users have spotted dozens of them sitting in parking lots around the country.
If Tesla can show that its AI-first approach to sefl driving can work at scale, it would be a major accomplishment for the company and validation for its software engineers.
The company will still have to demonstrate that it can solve all the other problems that come with operating a robotaxi network, though — problems that Waymo continues to discover as it operates thousands of self-driving cars. Those include navigating harsh weather, steering clear of emergency situations, and operating safely around school zones.
But beyond the technological differences, there’s another fight brewing: cost. Waymo’s technological approach is naturally more expensive. It uses more sensors, and installs them on vehicles that other companies manufacture. That means Waymo has to buy those vehicles and, in the case of the Zeekr-made Ojai, pay import taxes on them before they’re even outfitted with self-driving technology.
Tesla makes its own cars and is betting its AI will be capable enough to never need anything other than a few cameras to navigate the world. It’s a major gamble — one Waymo clearly thinks won’t pay off. But if it does, it gives Tesla the chance to outcompete Waymo, or possibly even Uber, on price.
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Tesla klesá o 3 % dva obchodní dny před uvedením Cybercab. Evropská registrace byla smíšená: Francie +279 % meziročně, Dánsko +104 %, Norsko -79 % a Švédsko -41 %.
Tesla stock is pulling back hard two days before a major product launch, and the selling looks nothing like what the rest of the market is doing. Mixed European registration data just landed, and the bigger numbers from Britain and…
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Tesla (NASDAQ:TSLA | TSLA Price Prediction) stock is giving back part of a large August advance two trading days before a scheduled product event, and the selling is far heavier than what the broader large-cap technology benchmark or its own theme fund is showing this morning. The move lands into a fresh but mixed European registration read, with market-specific numbers arriving before the open and larger-country figures still ahead this week. That combination sets up a name where the price action is louder than any single verified catalyst.
Tesla stock is down 3% to $356.86 in early trading, giving back part of Monday’s rally. The Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV) is down 1% to $34.10, a much shallower slide than Tesla’s move. Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is down 1.31% to $707.34, tracking a slightly softer session for large-cap technology.
Tesla stock rose 6% on Monday to close at $367.95, and Barron’s reported the Monday gain as 5.5% while noting the optimism was not easy to explain. Future Fund co-founder Gary Black stated that the likeliest reason was robotaxis. Over the past month through Monday’s close, Tesla stock was up 18%.
European Registration Data Reads Split The observable trigger this morning is a split set of August registration numbers reported before the open by InvestorsHub. Tesla’s new vehicle registrations rose 279% year over year in France and 104% in Denmark, while falling 79% in Norway and 41% in Sweden. Those figures come from automotive industry body PFA, from bilstatistik.dk, from OFV, and from Mobility Sweden, respectively.
Registration figures from Britain and Germany, Europe’s two largest automotive markets, are scheduled for release later this week. Tesla’s European sales have recovered this year after two consecutive annual declines, aided by easier year-over-year comparisons, higher fuel prices, government incentives, and rising consumer interest in electric vehicles. Registrations indicate sales rather than report them directly, so the split-tilt August data set reads as a partial signal and not a verdict on the region.
Selling Looks Name-Specific Tesla shares are falling far harder than DRIV, its own theme fund, and QQQ, the large-cap technology benchmark, on a percentage basis this morning. That gap frames today’s action as name-specific selling rather than a broad risk-off wash, even though high-multiple growth names are softer across the board. The scale of the divergence matters, since a name-specific move tends to hinge on its own upcoming catalyst rather than the wider sentiment reset.
Tesla’s Q2 2026 report delivered $28.2 billion in revenue on record deliveries of 480,126 vehicles, beating the revenue estimate but missing on non-GAAP EPS at $0.33 against a $0.54 consensus. Active FSD subscriptions grew to 1.48 million. Those crosscurrents help explain why headline European figures move the stock even when the market-by-market read is genuinely mixed.
Two electric vehicle peers sit adjacent to Tesla in investor mindshare on days like this. Rivian Automotive (NASDAQ:RIVN) is one such reference name in the EV comparison basket. Lucid Group (NASDAQ:LCID) is the other, though neither is central to the Tesla-specific story landing today, since the near-term catalyst set here belongs to Tesla alone.
There’s no verified company-specific negative announcement behind the decline. The plain read is profit taking after a large prior run, in a session that is softer for high-multiple names, with a scheduled catalyst on the calendar two trading days out. Framing the mechanism plainly matters more than assigning a specific story to the session.
What to Watch Tesla will launch the Cybercab on September 3. Teslarati reported that Tesla’s Cybercab fleet in Austin has been growing ahead of the launch event, so the setup pairs a visible ramp in test vehicles with a stretched short-term chart. The unresolved question is whether the reveal clears a bar that an 18% monthly advance has already priced in.
Investors can watch for a broader European registration read later this week when Britain and Germany report, since those two markets carry more weight than the market-by-market figures already in hand. Traders may want to keep an eye on whether Tesla stock defends its August range if the Cybercab event underwhelms.
Position sizing matters here given that Tesla stock trades at a P/E ratio of 383x, alongside mixed operating momentum from a Q2 that beat on revenue but missed on EPS. Free cash flow was negative at $1.09 billion in the quarter, and shareholders comfortable with high-multiple volatility could scale entries around the September 3 catalyst rather than press into it (we wrote a free playbook on sizing speculative positions to no more than 5% of a portfolio here: Small Stakes, Big Swings). The setup pairs a scheduled event with a name-specific pullback rather than a clean fundamental deterioration, which is where disciplined sizing tends to pay off.
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Texaské záznamy ukazují 45 Cybercabů a 269 Modelů Y ve schválené flotile Tesla Robotaxi před zahájením v Austinu 3. září. Tesla tak začíná přecházet od upravených Modelů Y k vozidlu určenému přímo pro robotaxi.
Texas’ public automated-vehicle records now show 45 Cybercabs under Tesla Robotaxi, LLC, alongside 269 Model Ys, giving the Sept. 3 Austin launch a more consequential backdrop: Tesla Inc (NASDAQ:TSLA) is beginning to assemble the purpose-built fleet it says will power its autonomous ride-hailing ambitions.
Tesla’s Texas authorization for commercial automated vehicles is not new. Under Texas’ rules, an approved operator can maintain an active vehicle list by adding and deleting specific vehicles under its authorization. In other words, the meaningful development is that Cybercabs are now appearing in that existing fleet, not that Tesla suddenly received permission to operate them.
The latest reporting based on the Texas DMV database shows the Cybercab count rising from an initial seven vehicles to 45. That represents roughly 14% of Tesla Robotaxi’s 314 authorized vehicles in the state, with the rest consisting of Model Ys.
That mix matters: Tesla has explicitly positioned the Cybercab as something different from the modified Model Ys currently used for Robotaxi service.
Tesla’s Robotaxi ShiftTesla said in its latest quarterly filing that it had started production of Cybercab, which it describes as a “purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet.” The company also said engineering test drives of production Cybercabs had begun on public roads and that employee rides started at Gigafactory Texas in July.
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That makes the growing Texas fleet more than a display of new hardware. It offers an early glimpse of Tesla’s intended transition from using existing vehicles for autonomous rides toward a vehicle designed specifically for that business.
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Tesla’s own Robotaxi site currently says autonomous rides are being offered in Austin, Dallas, and Houston, as well as Miami, Orlando, and Tampa, and that Cybercab will offer rides in additional areas “in the future.”
The Sept. 3 event is therefore arriving at an important moment. Tesla’s official event page confirms the Cybercab launch event in Austin runs through Sept. 3, while the fleet records show the vehicle is already being incorporated into the state’s authorized autonomous-vehicle system.
Tesla’s Autonomy TestFor investors, the more important question now shifts from what the Cybercab looks like to how quickly Tesla can turn it into a fleet.
The Elon Musk-led company has spent years promising that autonomy could transform Tesla’s economics. A purpose-built vehicle with no conventional driver controls is a much clearer test of that proposition than a driverless ride using a vehicle originally designed for consumers.
Investors should watch what happens after the Sept. 3 event: how many Cybercabs actually enter commercial service, where they operate, and how quickly Tesla can expand the fleet. Forty-five vehicles do not establish a scaled robotaxi business, but their appearance in Texas’ authorized fleet marks a tangible step from Tesla demonstrating autonomy to building the hardware needed to commercialize it.
Tesla v pondělí posílila o 5,5 % před čtvrtečním představením Cybercabu, které má ukázat konkrétní pokrok v autonomii. Investoři sledují, zda obhájí valuaci 1,45 bilionu USD.
Buy NASDAQ:TSLA. The stock is already pricing a positive autonomy step; the catalyst is Thursday’s Cybercab launch. The thesis is that Tesla can convert “demo” into measurable progress—clearer deployment plan, early fleet utilization targets, and credible cost-per-mile narrative—supporting a re-rating despite low current robotaxi revenue.
Key Risk: Cybercab is another showcase with vague timelines (low deployment volumes and no clear path to unsupervised operations), so the market decides the autonomy premium is unjustified.
TSLA sell if robotaxi economics disappoint
Sell NASDAQ:TSLA if Thursday fails to provide concrete autonomy milestones. The valuation depends on robotaxi scaling; if Tesla can’t outline near-term geographic rollout, autonomous-ride economics, and progress toward removing safety monitors, the market will compress the autonomy multiple quickly.
Key Risk: Tesla gives no credible numbers on fleet scale, autonomous miles, or ride economics—execution risk overwhelms the technology story.
Tesla stock NASDAQ:TSLA surged 5.5% on Monday as investors positioned for a key autonomy event, putting its $1.45 trillion valuation back under scrutiny.
The stock closed at $367.95 on August 31, extending its August gain to about 18% as the broader market slipped. Tesla remains down roughly 18% in 2026.
Attention now turns to Thursday’s Cybercab launch event in Austin. The purpose-built autonomous vehicle has no steering wheel or pedals and is designed to become central to Tesla’s robotaxi network.
The gap between Tesla’s current robotaxi revenue and the value investors assign to the business is striking.
Morningstar senior equity analyst Seth Goldstein estimated on August 18 that robotaxis generated well under 0.5% of Tesla’s total revenue in 2025, yet account for more than 30% of Morningstar’s $450-per-share fair value estimate.
Goldstein called putting Cybercab into Tesla’s fleet “a positive step forward” for its autonomous-driving software.
Morningstar expects the vehicles to have relatively low operating costs and believes the service could eventually generate strong margins.
But that also raises the bar for Thursday, as investors already assign significant value to profits that barely exist today.
A credible launch therefore needs more than another futuristic demonstration.
Deployment timing, autonomous miles, fleet utilisation, operating costs and the pace at which safety monitors can be removed are likely to matter more to the valuation debate.
The bullish case rests on Tesla turning those technological advantages into a large commercial network.
New Street Research analyst Peter Vogel reiterated a Buy rating and $600 price target. He argues Tesla has three major robotaxi advantages: low vehicle costs, a flexible supply model and a huge existing fleet.
Vogel also sees Tesla’s vertically integrated, camera-based approach producing structurally lower costs per mile than rival systems.
New Street estimates robotaxis could eventually generate more than $40 billion in revenue and about $15 billion in EBIT by 2030.
Wedbush analyst Dan Ives is more aggressive.
TipRanks reported that Ives sees Tesla exceeding a $2 trillion market value over the coming year, with a bull case approaching $3 trillion by the end of 2026 if autonomy and robotics scale successfully.
His argument makes execution the bridge between Tesla’s current valuation and another major re-rating.
Cybercab must become a scalable commercial service, not simply another vehicle Tesla can manufacture.
The risk is that Tesla’s autonomy rollout has repeatedly taken longer than some of Elon Musk’s earlier forecasts.
Barclays analyst Dan Levy remains cautious. The analyst pointed to slower-than-expected progress in Tesla’s robotaxi ambitions and the danger that enthusiasm around Cybercab could run ahead of execution.
That matters because Tesla’s conventional automotive business alone does not explain the valuation investors see across investment platforms.
Investors are paying a substantial premium for autonomy, artificial intelligence and robotics, making delays more consequential.
Thursday does not need to prove Cybercab can immediately become profitable. But investors will want clearer answers on deployment volumes, geographic expansion, unsupervised operations and autonomous-ride economics.
Tesla uvedla v Hongkongu a Macau levnější Model 3, což poslalo akcie TSLA v pondělí o 3 % výše. Hongkongská cena je asi o 8,5 % pod předchozí základní nabídkou.
Tesla TSLA shares climbed 3% on Monday after the electric-vehicle maker introduced a lower-priced version of its Model 3 in Hong Kong and Macau.
The rear-wheel-drive model starts at HK$205,000 in Hong Kong, equivalent to about $26,000, and 252,000 patacas, or roughly $31,000, in Macau. The Hong Kong price is about 8.5% below Tesla's previous entry-level offering.
The lower-cost configuration gives Tesla another option for attracting buyers in two markets where affordability could influence demand. The move comes as EV manufacturers continue competing on price while regulators in the region tighten oversight of vehicle safety and technology.
Tesla and eight other automakers were also involved last month in a recall covering about 4.3 million vehicles in China over concerns that some doors could be difficult to open during emergencies. Beijing has raised safety requirements as competition among EV makers intensifies.
The cheaper Model 3 could help Tesla broaden demand, though pricing pressure and tighter regulatory scrutiny remain key factors for investors.
Australský soudce zvažuje, že v žalobě proti Tesle umožní nezávislému expertovi přístup k interním inženýrským platformám. Cílem je obejít vleklé spory o předávání dokumentů.
An Australian judge said he may order Tesla (TSLA.O) to give an independent expert access to its internal engineering platforms as part of a class action against the Elon Musk-led carmaker, a move designed to bypass a drawn-out discovery process that has dogged the case.
The lawsuit, filed in February 2025, alleges Tesla's Model 3 and Model Y vehicles suffer from "phantom braking" and that the advertised self-driving capability and battery range were overstated.
Federal Court judge Tom Thawley suggested appointing an independent expert after lawyers for the applicants, representing some 10,000 Tesla owners, complained the documents Tesla had turned over failed to capture crucial technical information they needed to run the case.
Bringing in an independent expert who was endorsed by both sides "would eliminate the discovery issue because they would have, if they needed access to something, the power to get access", Thawley told the court on Tuesday.
He added that he would not necessarily keep the court-appointed expert away from certain material "just because one of the parties doesn't like that idea".
The matter is yet to go to trial as the parties clash over the discovery process.
Tesla says it has handed over thousands of documents in good faith but that its engineers use live, continuously edited software platforms that do not keep point-in-time records or simulate paper documents.
Thawley said a single court-appointed expert in each relevant field with access to the systems themselves would be cheaper and faster than fighting over documents, and told the parties he would consider ordering it over their objections.
Lawyers for both sides said they would seek instructions on the suggestion of an independent expert, but Fiona Roughley, representing the applicants, said the idea made sense.
Imtiaz Ahmed, who represents Tesla, said his side would think about the suggestion, noting its systems were highly confidential.
Tesla má tento týden v Austinu představit Cybercab, plně autonomní dvoumístný vůz. Akcie v srpnu vzrostly o 18 %, ale stále jsou více než 25 % pod 52týdenním maximem.
Key Takeaways
Tesla is expected to publicly launch its cybercab, a fully autonomous two-seater, at an event this week.Tesla shares surged in August but still have a ways to go before returning to positive territory for the year.
Tesla shares just wrapped up a banner month as anticipation builds ahead of what could be a big event for the company.
The stock rose 5.5% on Monday, extending a rally that saw the shares gain 18% in August. Despite the recent surge, the stock is down more than 25% from the 52-week high hit last December.
Tesla (TSLA) is set to hold an event in Austin, Texas on Thursday, during which it’s expected to publicly launch its cybercab, the golden two-seater with butterfly doors that was designed without a steering wheel or pedals in a show of commitment to a fully autonomous future.1
The company hasn’t offered many details so far about what to expect from Thursday’s invitation-only event, giving way to speculation about whether it could just be a limited launch, or a broader public rollout—and whether it will be true to its steering wheel-less design when it does. The cybercab has been spotted on the road in some cities during testing in recent months, though often with steering wheels and supervising drivers.
If Thursday’s event can convince investors of meaningful progress in Tesla’s autonomous vision, it could offer a much-needed win for the company, which still faces a number of regulatory hurdles to its unsupervised robotaxi service, as well as competition. Back in July, Tesla told investors it had logged about 380,000 unsupervised miles across six cities in Texas in Florida. Rival Waymo, which is backed by Google parent Alphabet (GOOGL), claims it has already surpassed 200 million.2
Executives have been upbeat about Tesla’s ability to catch up. “We’re going as fast as humanly possible in scaling Robotaxi while trying to ensure that we do not harm anyone,” CEO Elon Musk said during the company’s earnings call in July, according to a transcript provided by AlphaSense. Earlier this year, Musk said he expects the cybercab, which was unveiled back in 2024, could also become available for purchase by consumers sometime next year, at a price tag under $30,000.3
Analysts at JPMorgan said in a note earlier this month that they came away from a recent factory tour “with greater conviction in the robotaxi fleet ramp” through the end of this year and into early 2027, with high hopes for the cybercab. Tesla has limited additions of the Model Y—its most popular model—to its robotaxi fleet, “reflecting management’s conviction in the near-term scalability of Cybercab,” JPMorgan wrote.4
Growing optimism about progress in the company’s transformation focusing on physical applications of AI, which encompasses its autonomous driving efforts, have helped fuel recent gains for the stock. Though many tech stocks have climbed in the same period, few have gotten as big a boost as Tesla. It saw the biggest bounce of the Magnificent 7, as some of the market’s hardest-hit tech stocks have rallied in the wake of a strong earnings season.
However, Tesla stock remains stock among the S&P 500’s weakest performers this year and still has a ways to go before returning to positive territory. It’s lost 18% since the start of 2026.
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Focused Alpha LLC ve 2. čtvrtletí nově nakoupila 4 547 akcií Tesly za zhruba 1,913 milionu USD. CFO Vaibhav Taneja zároveň prodal 2 606 akcií za 1 048 133,20 USD.
Focused Alpha LLC acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 4,547 shares of the electric vehicle producer’s stock, valued at approximately $1,913,000.
A number of other hedge funds have also made changes to their positions in TSLA. Chapman Financial Group LLC acquired a new stake in Tesla in the 2nd quarter valued at $26,000. Friedenthal Financial lifted its stake in shares of Tesla by 66.7% during the first quarter. Friedenthal Financial now owns 75 shares of the electric vehicle producer’s stock worth $28,000 after purchasing an additional 30 shares in the last quarter. Turning Point Benefit Group Inc. purchased a new stake in shares of Tesla in the third quarter worth about $30,000. Texas Capital Bancshares Inc TX purchased a new stake in shares of Tesla in the third quarter worth about $31,000. Finally, Sarver Vrooman Wealth Advisors acquired a new stake in shares of Tesla in the fourth quarter valued at about $37,000. Hedge funds and other institutional investors own 66.20% of the company’s stock.
Insider Transactions at Tesla In other news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction on Monday, June 8th. The shares were sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the completion of the transaction, the chief financial officer owned 22,039 shares of the company’s stock, valued at approximately $8,864,085.80. The trade was a 10.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 19.90% of the company’s stock.
Tesla Price Performance NASDAQ:TSLA opened at $348.75 on Monday. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. The stock has a 50 day moving average of $360.33 and a 200-day moving average of $384.92. The firm has a market capitalization of $1.38 trillion, a PE ratio of 322.92, a price-to-earnings-growth ratio of 17.61 and a beta of 1.83. Tesla, Inc. has a 52 week low of $297.38 and a 52 week high of $498.83. Tesla (NASDAQ:TSLA – Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.50 by ($0.17). Tesla had a return on equity of 3.82% and a net margin of 3.67%.The company had revenue of $28.24 billion during the quarter, compared to the consensus estimate of $26.42 billion. During the same period last year, the business posted $0.33 EPS. The company’s revenue for the quarter was up 25.5% on a year-over-year basis. Analysts predict that Tesla, Inc. will post 0.88 EPS for the current year.
Analysts Set New Price Targets Several equities analysts recently commented on TSLA shares. Citigroup reissued a “market perform” rating on shares of Tesla in a research report on Monday, August 24th. Glj Research reaffirmed a “sell” rating on shares of Tesla in a research report on Tuesday, August 18th. Royal Bank Of Canada reiterated an “outperform” rating and set a $500.00 price objective on shares of Tesla in a research note on Tuesday, July 28th. Truist Financial set a $370.00 target price on shares of Tesla and gave the stock a “hold” rating in a research report on Thursday, July 23rd. Finally, Canaccord Genuity Group set a $410.00 price target on shares of Tesla and gave the company a “buy” rating in a report on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, nineteen have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Tesla presently has an average rating of “Hold” and a consensus price target of $401.74.
Check Out Our Latest Stock Report on TSLA
Key Stories Impacting Tesla Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla is expanding its robotaxi operation beyond Austin and Miami, with longer service hours and a larger unsupervised fleet. State regulators have also approved permits for Tesla to operate robotaxis, supporting the company’s strategy to monetize autonomous driving. Tesla robotaxi expansion Positive Sentiment: Tesla is preparing an August Cybercab rollout beginning with employee rides, while Cybercab production has reportedly started. Investors view the vehicle and robotaxi network as potential long-term revenue opportunities not yet fully reflected in the stock. Cybercab rollout Positive Sentiment: Optimus humanoid robot production has reportedly begun at Tesla’s Fremont facility, and the company is installing additional robotics manufacturing lines. The development strengthens the long-term artificial-intelligence and automation narrative, although meaningful financial benefits may take time. Optimus production Positive Sentiment: Commercial truckmaker Einride expects to receive approximately 75 Tesla Semi trucks in 2026, with the remainder of its 500-truck order scheduled for 2027. The timeline provides evidence of commercial demand, though deliveries will be spread over several years. Einride Tesla Semi order Neutral Sentiment: Tesla announced a September 24 Semi event that could provide updates on autonomous trucking and production plans, making it a potential catalyst but offering no immediate earnings impact. Tesla Semi event Negative Sentiment: Tesla is voluntarily recalling about 3 million vehicles in China over door handles that may fail after severe crashes and inadequate driver-attention monitoring. The recall adds regulatory, cost and reputational risks to the company’s autonomy push. Tesla China recall Negative Sentiment: Criticism intensified after a vehicle using Tesla’s latest FSD software reportedly nearly drove into a train, renewing concerns about system reliability and the gap between supervised assistance and fully autonomous driving. Tesla FSD incident Negative Sentiment: Analysts and investors continue to question Tesla’s valuation because weak margins and traditional EV risks are not easily reconciled with a price-to-earnings ratio above 300. Toyota’s rising electrified-vehicle volume and broader EV competition further challenge Tesla’s automotive leadership. About Tesla (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
See Also Five stocks we like better than Tesla Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding TSLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tesla, Inc. (NASDAQ:TSLA – Free Report).
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Centric Wealth Management ve 2. čtvrtletí koupila nový podíl ve společnosti Tesla, Inc. v rozsahu 8 875 akcií za zhruba 3,484 milionu USD. Akcie Tesly zároveň při otevření trhu klesly o 1,7 % a CFO Vaibhav Taneja prodal 2 606 akcií za průměrnou cenu 402,20 USD.
Centric Wealth Management acquired a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 8,875 shares of the electric vehicle producer’s stock, valued at approximately $3,484,000.
Several other institutional investors and hedge funds have also bought and sold shares of the company. State Street Corp raised its position in shares of Tesla by 0.9% in the 4th quarter. State Street Corp now owns 114,842,934 shares of the electric vehicle producer’s stock valued at $51,647,164,000 after purchasing an additional 1,080,085 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Tesla by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 65,700,975 shares of the electric vehicle producer’s stock valued at $29,426,070,000 after buying an additional 375,946 shares during the last quarter. Norges Bank acquired a new position in Tesla in the fourth quarter valued at approximately $17,128,100,000. Amundi boosted its holdings in Tesla by 14.0% during the first quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer’s stock worth $8,243,513,000 after buying an additional 2,727,141 shares in the last quarter. Finally, Corient Private Wealth LLC grew its position in shares of Tesla by 3,205.5% during the 4th quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer’s stock valued at $9,650,811,000 after acquiring an additional 20,810,386 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Tesla In other news, CFO Vaibhav Taneja sold 2,606 shares of the stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the completion of the sale, the chief financial officer owned 22,039 shares in the company, valued at approximately $8,864,085.80. This represents a 10.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 19.90% of the company’s stock.
Tesla Trading Down 1.7% Shares of Tesla stock opened at $348.75 on Friday. The company has a fifty day simple moving average of $360.33 and a 200-day simple moving average of $385.15. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. Tesla, Inc. has a 12-month low of $297.38 and a 12-month high of $498.83. The stock has a market cap of $1.38 trillion, a price-to-earnings ratio of 322.92, a PEG ratio of 17.91 and a beta of 1.83. Tesla (NASDAQ:TSLA – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.50 by ($0.17). Tesla had a net margin of 3.67% and a return on equity of 3.82%. The firm had revenue of $28.24 billion during the quarter, compared to analysts’ expectations of $26.42 billion. During the same period in the previous year, the firm posted $0.33 earnings per share. The firm’s revenue for the quarter was up 25.5% on a year-over-year basis. On average, equities analysts forecast that Tesla, Inc. will post 0.88 EPS for the current fiscal year.
Tesla News Roundup Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla is expanding its robotaxi operation beyond Austin and Miami, with longer service hours and a larger unsupervised fleet. State regulators have also approved permits for Tesla to operate robotaxis, supporting the company’s strategy to monetize autonomous driving. Tesla robotaxi expansion Positive Sentiment: Tesla is preparing an August Cybercab rollout beginning with employee rides, while Cybercab production has reportedly started. Investors view the vehicle and robotaxi network as potential long-term revenue opportunities not yet fully reflected in the stock. Cybercab rollout Positive Sentiment: Optimus humanoid robot production has reportedly begun at Tesla’s Fremont facility, and the company is installing additional robotics manufacturing lines. The development strengthens the long-term artificial-intelligence and automation narrative, although meaningful financial benefits may take time. Optimus production Positive Sentiment: Commercial truckmaker Einride expects to receive approximately 75 Tesla Semi trucks in 2026, with the remainder of its 500-truck order scheduled for 2027. The timeline provides evidence of commercial demand, though deliveries will be spread over several years. Einride Tesla Semi order Neutral Sentiment: Tesla announced a September 24 Semi event that could provide updates on autonomous trucking and production plans, making it a potential catalyst but offering no immediate earnings impact. Tesla Semi event Negative Sentiment: Tesla is voluntarily recalling about 3 million vehicles in China over door handles that may fail after severe crashes and inadequate driver-attention monitoring. The recall adds regulatory, cost and reputational risks to the company’s autonomy push. Tesla China recall Negative Sentiment: Criticism intensified after a vehicle using Tesla’s latest FSD software reportedly nearly drove into a train, renewing concerns about system reliability and the gap between supervised assistance and fully autonomous driving. Tesla FSD incident Negative Sentiment: Analysts and investors continue to question Tesla’s valuation because weak margins and traditional EV risks are not easily reconciled with a price-to-earnings ratio above 300. Toyota’s rising electrified-vehicle volume and broader EV competition further challenge Tesla’s automotive leadership. Wall Street Analyst Weigh In Several equities research analysts recently commented on TSLA shares. BMO Capital Markets assumed coverage on shares of Tesla in a research report on Monday, August 17th. They set an “outperform” rating for the company. HSBC reissued a “hold” rating on shares of Tesla in a research report on Monday, June 15th. Roth Capital reissued a “buy” rating and set a $505.00 target price on shares of Tesla in a research note on Thursday, July 23rd. Needham & Company LLC reissued a “hold” rating on shares of Tesla in a research report on Thursday, July 23rd. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Tesla from $475.00 to $445.00 and set a “neutral” rating for the company in a research note on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, nineteen have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $401.74.
Get Our Latest Analysis on TSLA
Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Tesla ve 2. čtvrtletí 2026 utržila 28,24 miliardy USD, ale provozní zisk klesl na 398 milionů USD a provozní marže na 1,4 %. Firma zároveň míří na neřízené FSD do Q4 2026 a robotaxi v zhruba desítce států USA do konce roku.
On paper, Tesla (TSLA -1.71%) looks extremely expensive right now. The stock trades at roughly 330 times trailing earnings and around 180 times forward earnings, with a PEG ratio of close to 6.9, one of the highest multiples among large caps. That is not cheap by any normal metric, and it explains why people keep asking whether it is time to sell.
Underneath that valuation, Tesla is still a real operating company with tens of billions in revenue each quarter. In the second quarter of 2026, Tesla generated about $28.24 billion in total revenue and $398 million of operating income, although the operating margin dropped to 1.4% as the company pushed hard on new projects and absorbed higher costs. Automotive revenue was about $20.52 billion, up roughly 23% year over year, and the energy business added more than $3.14 billion, growing double digits even as margins in that segment reset lower.
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The unique moves Tesla is making this year What should keep you from selling is what Tesla is doing in 2026. Management is rolling out the most concrete roadmap yet for Full Self-Driving (FSD) and robotaxis, targeting unsupervised FSD on customer vehicles by Q4 2026 and robotaxi operations across roughly a dozen U.S. states by the end of the year. At the same time, Tesla has begun installing first-generation Optimus humanoid robot lines in Fremont, converting the old Model S and Model X line, with a target run rate capacity of up to 1 million robots per year by late 2026 and an eventual 10 million per year in Texas.
Image source: Tesla.
Robotaxi and software optionality I see robotaxis as one of the main reasons to keep holding through volatility. Elon Musk and the company are clear that meaningful robotaxi and autonomy revenue is unlikely to be large before 2027, but they are already producing the Cybercab robotaxi and preparing for mass-scale deployments. Tesla also expects that about 4 million existing vehicles will need hardware retrofits to enable unsupervised autonomy, which means a sizable future upgrade cycle on top of regular car sales. If FSD reaches unsupervised capability in multiple markets, Tesla can shift from a one-time hardware sale model to a recurring software and mobility service model with much higher margin potential.
Optimus and the long-term AI pivot The other thing I'm watching is Optimus. Tesla is targeting tens of thousands of humanoid robots in 2026, with ambitions to scale toward 500,000 units annually by 2027 with an eventual capacity of 1 million units per year at Fremont and up to 10 million per year at Gigafactory Texas. Management has talked about production costs around $20,000 to $25,000 per robot, which, if paired with useful commercial applications, could create an entirely new revenue stream separate from cars. To me, that is genuine optionality that is hard to value precisely but impossible to ignore when deciding whether to hold or sell.
Why Tesla holders should hold into 2027 I am not blind to the risks. Operating margins are low, capital expenditure is guided above $25 billion for 2026, and management itself warns about negative free cash flow while it funds Cybercab, Optimus, and chip projects. Regulatory hurdles for autonomy, supply chain challenges for robots, and potential demand swings for electric vehicles could all be factors.
Even so, when I line up what Tesla is building in 2026 against where the stock could reasonably be in 2027 and beyond, I see a company investing heavily to pivot from being just a carmaker into being an artificial intelligence, robotics, and mobility platform. For investors, that means you should live with a stretched valuation and short-term margin pressure rather than sell now and potentially miss the payoff from robotaxis, FSD, and Optimus if even part of the roadmap becomes real.
