All articles tagged with #tsla
SpaceX is reportedly preparing to file and release its IPO prospectus as soon as next week, with a June 8 investor roadshow planned; advisers expect a roughly $70-75 billion offering that would value the company at about $1.25 trillion after its xAI tie-up, and they’re exploring non-U.S. retail investors as demand for AI-related IPOs recovers.
Tesla disclosed Elon Musk’s 2025 compensation totaling about $158.36 billion as part of a 10-year CEO performance award, but no cash or shares have actually been paid or vested yet due to vesting and offset rules. The revelation helped TSLA stock rise about 3%, and analysts show a Moderate Buy with an average target around $410.21, signaling modest upside.
Tesla is set to report Q1 2026 results after the close on April 22. Analysts expect about $0.36 per share on roughly $22.26 billion in revenue, with deliveries around 358,000 EVs. Investors will parse demand trends, updates on robotaxi expansion and Optimus/AI initiatives, and gross margins amid ongoing capital spending. Views are mixed: Jefferies sees growth potential, UBS remains cautious, TipRanks AI Neutral, and the Street broadly holds with a target near $403.
Barclays analyst Dan Levy argues Tesla’s growth is pivoting to autonomy and robotics (Robotaxi, FSD, Optimus) rather than its traditional auto business, highlighted by Terafab and solar expansion. With Q1 earnings looming, the key question is how much more capex is needed for these ventures. Levy views Tesla’s core auto outlook as soft and believes the stock could remain detached from fundamentals, assigning TSLA an Equal Weight rating with a $360 target amid a mixed field of opinions and a Hold consensus on near-term movement.
Tesla stock has fallen about 14% year-to-date ahead of its Q1 2026 report on April 22. TipRanks’ Ownership data show public companies and individuals own about 38.8% of TSLA, with insiders 24.95%, ETFs 23.82%, mutual funds 12.36%, and others 0.07%. The top holders include Elon Musk, Vanguard funds (e.g., VTI 2.38% and VOO 1.93%), and QQQ 1.02%; Vanguard Index Funds own about 5.13% and Fidelity Concord Street Trust about 1.31%. The stock currently carries a Hold rating from Wall Street with a $401.13 average target, signaling roughly 3% upside.
Netherlands’ regulator RDW approved Tesla’s Full Self-Driving (Supervised) for use in the country, signaling a broader European rollout as hands-free driving is allowed with drivers remaining attentive. Tesla’s Cabin Camera will gain an age-estimation feature via a software update to enhance safety by preventing underage use. On Wall Street, TSLA retains a Hold rating with a typical price target around $402.29, suggesting upside of about 14%, and the stock rose modestly on the news. BMW and Ford have received similar Dutch approvals, underscoring Europe’s evolving self-driving push.
Tesla is on track for an eighth consecutive weekly loss, about 23% down year-to-date, as investors await catalysts such as version 3 of the Optimus robot, robotaxi updates, and a cheaper EV SUV. Q1 deliveries rose 6.3% year over year to 358,023, with an April 22 earnings report expected to shed more light on catalysts; analysts show a Hold rating with an average target of about $392.63, implying roughly 14% upside.
GLJ Research’s Gordon Johnson reiterates a Sell on Tesla (TSLA) with a $25.28 target, arguing 2026 ends the stock’s long-running options tailwind and TSLA faces a fundamental reset with sharp downside; he notes fading gamma hedging as evidence past gains were driven by option activity. TipRanks shows a Hold consensus with a $393.97 target (~14.8% upside), while TSLA is down about 23.7% year-to-date.
Ford is pursuing Tesla-inspired megacasting (unicasting) to streamline production via large unibody sections and to lower repair costs. New data suggests repairs on megacast/unibody designs are comparable to or cheaper than traditional methods, and Ford is shifting focus to its truck lineup to offset Escape sales declines. Despite the strategy, the stock slid about 1.5% after the news, while analysts maintain a Hold rating with a target around $13.95 (roughly 22% upside).
Elon Musk announced that Tesla plans to sell a consumer version of the Cybercab for under $30,000 by 2027, with the first unit produced at Giga Texas and early output expected to be slow before a ramp-up. The news follows Burned skepticism from tech influencer MKBHD, and Wall Street analysts mostly rate TSLA as a Hold with a ~$396.80 target.
An analyst suggests Tesla could be merged into SpaceX/xAI within 12–18 months to form a combined AI/space empire, valuing xAI at about $250B and SpaceX at roughly $1T; Tesla has invested around $2B in xAI, and SpaceX aims to deploy up to 1 million satellites to power AI compute, with the Street largely cautious but one bullish note from Dan Ives who sets a $600 target on TSLA.
Tesla starts 2026 under pressure as European demand softens and 2025 deliveries fall to 1.63 million, with early 2026 data showing further weakness (Norway down 88%, France only 661 cars). Analysts are split: bears warn the car business is falling apart and push targets very low, while bulls argue Musk’s AI/robotics push could lift the company to new highs (targets up to $600+). The average 12‑month target sits around $393.51, implying modest downside from a price near $406, amid a shift from hardware to software and talks of Musk’s SpaceX/xAI consolidation influencing Tesla’s strategic direction.
Senate Commerce Committee backing for domestic autonomous-vehicle development signals strength for the robotaxi push, potentially aiding Tesla and Waymo in the global race. But Tesla scrapped a planned driverless charging station in San Francisco after union opposition, and TSLA stock fell over 5% as analysts maintain a cautious Hold view with modest downside risk.
California is weighing a $200 million electric-vehicle subsidy for first-time buyers, with price caps of $55,000 for cars and $80,000 for pickups/SUVs/vans (used EVs under $25k eligible too). If enacted, it could bolster Tesla after the loss of federal rebates, but TSLA shares fell modestly on the news and analysts largely view the stock as a Hold with an average target around $393.51, signaling limited upside until broader catalysts like a SpaceX/xAI merger and Starlink cash flow materialize.
Tesla plans roughly $20 billion in capital expenditure this year to transform its business, including converting a former Model S/X factory to build Optimus humanoid robots and reviving rooftop solar via a Buffalo, NY facility. The move spurred a rally in TSLA shares (about 5%), while Canaccord Genuity issued a Buy rating; Wall Street’s consensus remains a Hold with a price target around $401.27, implying about 8% downside risk.