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Tesla has underperformed the S&P 500 since its 2020 addition due to severe valuation compression despite revenue tripling. With shares trading over 330 times earnings, shrinking operating margins, an…
Morgan Stanley highlights Tesla's Semi truck ramp-up and autonomous software potential, projecting up to $17 billion in software revenue by 2040. While production targets reach 50,000 units annually,…
Morgan Stanley highlighted that soaring U.S. diesel prices strengthen the economic case for Tesla's Semi truck. The bank projects the Semi could cut costs by 20% per mile, significantly boost operati…
Tesla introduced fresh discounts and subsidies on Model 3 and Model Y vehicles in China to boost third-quarter deliveries amid weakening local demand. However, the price cuts threaten to reignite an …
Tesla reported an August rebound in global deliveries alongside releasing safety data favoring self-driving systems. However, the company faces a recall of approximately 3 million vehicles in China c…
Tesla launched its Cybercab robo-taxi in Texas, but shares fell nearly 6% as the modest event lacked crucial pricing, per-mile economics, and deployment volume details. Analysts remain divided betwee…
Goldman Sachs maintained a Neutral rating and $360 target on Tesla, noting Cybercab could offer significant cost-per-mile advantages over rivals. However, the firm stressed that autonomous software p…
Tesla delivered record vehicles and 25% revenue growth, but missed EPS estimates by nearly 40% as operating margins fell to 1.4% and free cash flow turned negative $1.09 billion. Wall Street remains …
Tesla reported that its supervised Full Self-Driving system achieved 4.1 times fewer collisions than manual driving across five European nations. The company is actively lobbying regulators for an EU…
Deepwater Asset Management's Gene Munster predicts Tesla will add roughly 300 Cybercabs to its Austin robotaxi fleet next month following its initial rollout. Meanwhile, Ford continues testing its 20…
The Future Fund's Gary Black warned of Tesla's stretched valuation and rising Robotaxi competition from Alphabet's Waymo, Amazon's Zoox, and Chinese rivals. Black highlighted excessive PEG ratios, co…
Tesla reported positive European FSD safety data alongside a 3.6% YoY rise in China-made vehicle sales for August. However, analysts caution against stretched forward valuations, autonomous vehicle c…
Tesla reported mixed August European sales, with surges in France (+279%) and Denmark (+104%) offset by steep drops in Norway, Spain, and Italy. Intensified competition from Chinese EV brands and pen…
Tesla prepares for its Cybercab event amid mixed signals. Morgan Stanley maintains an Equal Weight rating with a $400 target, noting that stock trajectory hinges on actual commercial deployment scale…
Investor Gary Black warns Tesla risks falling behind in autonomous driving as rivals like Waymo and Zoox ramp up unsupervised rides. Black highlights persistent downward revisions to Tesla's future e…
ARK Invest predicts Tesla's Cybercab could expand the ride-hailing market up to 60x, but analyst Gary Black warns Uber's platform advantage and rising autonomous competition from Waymo and Amazon wil…
Tesla reported mixed August European registration data, with strong gains in France and Denmark offset by steep drops in Norway and Sweden. The uneven recovery underscores persistent questions regard…
Tesla experienced mixed European vehicle registrations in August, surging 279% in France and 104% in Denmark while tumbling in Norway and Sweden. Markets now await critical data from Germany and the …
Chinese EV demand continues to struggle as domestic sales decline across major players like BYD, NIO, and XPeng amid brutal competition and reduced incentives. The sluggish Chinese auto market poses …
Investor Ross Gerber highlighted Tesla's slow Robotaxi rollout, warning widespread scaling will take years despite long-term growth potential. Alongside skepticism from Gary Black ahead of the Cyberc…