Headquartered in Austin, TX Fiscal year ends December NASDAQ: TSLA tesla.com
Tesla designs, manufactures, and sells electric vehicles, energy generation and storage systems, and related services. Its automotive lineup includes the Model 3 and Model Y mass-market vehicles, Cybertruck, Tesla Semi Class 8 heavy-duty truck, and the Cybercab autonomous robotaxi. The company operates manufacturing facilities in California, Texas, Nevada, Shanghai, and Berlin. Beyond vehicles, Tesla produces Megapack utility-scale battery storage, Powerwall residential batteries, and solar energy systems. Tesla is developing and deploying Full Self-Driving (FSD) autonomous driving software, an unsupervised Robotaxi ride-hailing service in Austin, the Optimus humanoid robot, and significant AI/SI training compute infrastructure. The company also operates one of the world's largest electric vehicle charging networks with over 8,900 Supercharger stations globally. Tesla is vertically integrating into battery cell manufacturing (4680 and LFP cells), cathode materials, lithium refining, and semiconductor fabrication. Updated
The beat is real but thin: GAAP operating income fell 56% to $718 million as R&D spending on autonomy, Optimus and AI compute climbed. Battery supply capped deliveries, leaving the largest passenger vehicle backlog in four years. Margins are now the price of the robotics bet.
A 3.64% day at $387.31 adds roughly $50 billion of market value to a $1.5 trillion company in a single session. Keep an eye on whether it holds the level into the close.
SPYheating up fast
Tesla is running away with the board at 491 comments and the mood stays bullish, while traders are souring on Netflix into tech earnings season. The broad-market S&P 500 ETF is heating up fast, a sign retail is leaning into the whole tape.
Source: RedditSpecial committees at both companies mean a SpaceX-Tesla combination is now a live deal process, yet JPMorgan is staying Neutral on Tesla with a $415 target.
JPMorgan lays out potential SpaceX $SPCX, Tesla $TSLA merger terms JPMorgan keeps a Neutral rating on Tesla with a $415 price target after Elon Musk announced that SpaceX and Tesla formed special committees to review a potential merger. The "logic for a combination remains https://t.co/iMh0dhzICq
Meta tops the board with 1,012 comments and the mood there is souring fast, while traders stay bearish on bitcoin, gold and long Treasuries. Tesla chatter is heating up, and leveraged Nasdaq bets are the one corner Reddit still likes.
Source: RedditDecember 3 gives shareholders a direct vote on Musk's board seat alongside Denholm and Straubel, plus 2025 executive pay, making it the next real governance test for the stock.
Tesla has officially announced that it will hold its annual shareholder meeting on December 3, 2026. There are three items up for a vote: • Re-electing Elon Musk, Robyn Denholm and JB Straubel to the board for three-year terms. • A non-binding say-on-pay vote on 2025 executive https://t.co/v4JpVZlAb3
Record quarterly spending on robots and AI compute means free cash flow gets squeezed before any of it shows up in revenue, so the capex line is the number to check at the next earnings report.
Tesla’s, $TSLA, quarterly capex is set to hit a record on its physical-AI push. https://t.co/g5k5H60sxT
Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.
Last 10 Years... NVIDIA $NVDA: +13,127% Bitcoin $BTC: +12,645% $AMD: +7,733% Tesla $TSLA: +2,607% Apple $AAPL: +1,177% Microsoft $MSFT: +938% Google $GOOGL: +755% Amazon $AMZN: +509% Meta $META: +460% S&P $SPY: +319% Gold $GLD: +220% US Inflation: +39% US Bonds $AGG: +14%
Kalshi traders now price a Tesla-SpaceX combination at 60% within a year, a record, and one of Tesla's most-followed commentators just pushed it to his feed. That is a crowd probability only.
RT @Kalshi: BREAKING: 60% chance Tesla and SpaceX merge within the next year — an all-time high. https://t.co/O89YScRooX
Back-to-back Musk earnings days land October 20 and 21, so Tesla's report arrives with SpaceX numbers already setting the mood.
SpaceX has announced that they will release their Q3 earnings on October 20th (next Tuesday). Tesla's Q3 earnings will be on October 21st (next Wednesday). https://t.co/AaAXvJN4TO
Live Updates Tesla Q3 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of Tesla’s Q3 results. Thank you for stopping by! These Top Hedge Funds Are Betting Big on Tesla4:33pm ET…
Thomas Richmond A merger premium is lifting shares of Tesla (NASDAQ:TSLA | TSLA Price Prediction) away from the rest of the electric vehicle group after Tesla CEO Elon Musk said a combination with his…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) founder Elon Musk is known for big claims. On the company’s third-quarter call on October 20, 2026, he made a new one about a product SpaceX…
Tesla has shed more than a fifth of its value this year, yet Robotaxi miles are piling up and delivery records keep falling. Whether those tailwinds are enough to turn a $10,000…
Vandita Jadeja Oracle's Larry Ellison quietly pledged shares in two of the world's most closely watched companies as collateral for loans tied to a media empire his son now controls at a steep loss.…
Elon Musk, founder of SpaceX (NASDAQ:SPCX | SPCX Price Prediction), used the company’s third-quarter earnings call last night to describe how fast SpaceX is adding AI computing capacity. Chip stocks bounced in…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) and Tesla (NASDAQ:TSLA) are in talks about a potential SpaceX-Tesla merger, which could leave the combined company holding around 30,000 Bitcoin (CRYPTO:BTC). Elon Musk, the CEO…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) reported third-quarter results after the close on October 20, and investors liked them. Revenue came in at $14.6 billion, above the $13.02 billion consensus by $1.58…
SpaceX's AI division just overtook Starlink in revenue, but the profits tell a very different story about which business actually keeps the lights on.
A revenue beat and fresh merger talk are carrying one space name far ahead of its sector. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock is at $159.94, up 8% in morning trading,…
Elon Musk confirmed on SpaceX's earnings call that both companies formed special committees to explore a deal he cannot personally join. What shareholders decide next could reshape a combined company worth over…
Elon Musk just moved his trillion-dollar revenue target for SpaceX up by years, and the stock surged after hours, but the math behind his boldest claim deserves a much harder look.
Tesla's proxy filing attached a staggering number to Elon Musk's 2025 pay, but whether shareholders actually lose anything depends on conditions few companies have ever met before.
Omor Ibne Ehsan Twenty-one analysts are sitting on Hold ratings for Tesla ahead of earnings, and each one has a specific reason to stay skeptical. What it takes to flip them hinges on a single…
Tesla designs, manufactures, and sells electric vehicles, energy generation and storage systems, and related services. Its automotive lineup includes the Model 3 and Model Y mass-market vehicles, Cybertruck, Tesla Semi Class 8 heavy-duty truck, and the Cybercab autonomous robotaxi.
24/7 Wall St.'s 12-month price target for TSLA is $406.10, rated Buy. The Wall Street consensus target is $397.83. TSLA price prediction →
