Companies /Consumer Cyclical

Tesla Inc

NASDAQ: TSLA Auto Manufacturers
$353.15
▼ $4.31 (−1.20%) today
Markets open · 12:50pm ET

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Fundamentals

Market Cap
$1.41T
P/E Ratio
343.7
Profit Margin
3.7%
Revenue (TTM)
$103.6B
EPS (TTM)
$1.04
52-Week Range
$297 – $499
Street Target
$395.83

About Tesla

Tesla, Inc. is a trailblazer in electric vehicles and renewable energy solutions, with a broad portfolio that includes electric cars, solar panels, and energy storage systems. Known for its innovative sedans and SUVs, Tesla also offers a range of services such as vehicle financing, leasing, and insurance, alongside energy products for homes, businesses, and utilities. The company emphasizes direct sales and high-tech upgrades, supported by a global network of charging stations and mobile service technicians. Founded in 2003 and now headquartered in Austin, Texas, Tesla continues to redefine transportation and energy use worldwide.

Latest Activity

Reddit Pulser/wallstreetbets
$2,000,000 Full Porting $SPCX - I've Doubled My Previous Yolo (Reference Link)

Ok guys he posted, time to dump it!

A trader says his $1 million margin YOLO doubled in two months, and he's answering by piling another $1 million of margin gains into a single de-SPAC name plus Tesla and McDonald's. Max margin turns any drawdown into a forced seller, which is the part these updates never show until it happens.

Halving AI5 memory to 72GB is a bet that scarce LPDDR supply is the gate on Optimus volume rather than silicon design, and Musk says the performance cost is negligible.

@DirtyTesLa We cut our RAM in half for the Tesla AI5 chip (now 72GB of LP5) and 1/3 for AI6 (now 144GB of LP6). This was the only way to get enough volume for Optimus production and greatly reduces cost. As it turns out, we think this will have a negligible effect on Optimus performance,
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Mad Money w/ Jim Cramer 9/28/26

  • Cramer stays with Intel and Meta, calling Meta's Muse agentic platform a CPU-driven demand cycle for Intel, AMD and Arm
  • Intel fell 7 points; he frames the pullback after a parabolic run as another entry chance
  • Nvidia's $150 billion buyback, the largest ever, plus its plan to rein in autonomous AI agents
  • Chevron called the king of oil; Enbridge flagged for its 6% yield, with Microsoft's Copilot and Apple also named

With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.

Two more months before Europe even votes on FSD approval, pushing any software revenue from the region into 2027 at the earliest.

RT @SawyerMerritt: The European Union has delayed a vote on Tesla’s FSD (Supervised) to December at the earliest (from October 6th), accord…
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We think that during the next 3 to 5 years, we will be seeing regularly and perhaps on average, growth north of 7%.
43 days earlierTrimmed TSLA13F-HR

Wood was already selling before she said it: ARK's 13F shows the Tesla stake trimmed 43 days ahead of the bullish growth call. Follow the position sizing as the tell here.

Mad Money w/ Jim Cramer 9/24/26

  • Cramer pushes back on index-fund supremacy, calling the absolutist version of it wrong
  • Still recommends 50% of savings in an S&P 500 fund as a hedge against your own mistakes
  • Argues the S&P holds far fewer than 500 good stocks, so you buy the bad with the good
  • Caller questions on portfolio structure for young investors, 529 plans, and retirement vs. mad money

Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.

Musk confirming Grok Bot is live in Tesla cars turns the dashboard into a commerce surface, with in-car ordering as the first monetizable hook. The car AI race just got a shipped product.

RT @SawyerMerritt: Grok Bot has just officially launched in @Tesla vehicles. I got early access a couple weeks ago. You can order stuff on…
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Musk is amplifying a new active-safety layer in FSD just as NHTSA widens its crash investigation into the same system, making this release the clearest read yet on how Tesla answers regulators.

RT @Tesla_AI: FSD Supervised v14.3.9 starting to roll out shortly This release includes a new active safety feature set: FSD Supervised ca…
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Musk boosting confirmation of a livestreamed Roadster unveil puts a date on a halo car promised since 2017, and the reveal is the clearest read investors will get on Tesla's next product cycle.

RT @techAU: Confirmation: Tesla will Livestream the Roadster unveil on X. I analysed the updated Tesla Roadster website and found Body…
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Musk endorsing the idea that Full Self-Driving now drives North American vehicle demand moves the Tesla case from units to software attach rates. Watch for an FSD take rate number on the next earnings report.

RT @SawyerMerritt: I think people are significantly underestimating just how much FSD has become a major driver of Tesla sales in North Ame…
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TSLA Coverage

3:24pm ET
Investing

Saudi Arabia Plans To Compete With Tesla

A new EV company in Saudi Arabia has just launched its first EVs. Ceer has just released two models. It plans to launch five more by 2030. The company also has the…

Douglas A. McIntyre
8:30am ET
Investing

Magnificent Seven Hit All Time High

Meta (NASDAQ: META | META Price Prediction) was so far behind in the AI game that investors viewed it as a second-tier stock. Tesla (NASDAQ: TSLA) collapsed amid concerns that US EV…

Douglas A. McIntyre