Tesla, Inc. (TSLA)
Sell Tesla Bubble: Walls Closing In Post Q2 Earnings
Tesla, Inc.'s core auto business is stagnating, with negative YoY growth and flat revenue per share since mid-2023, undermining its trillion-dollar valuation. Aspirational segments like autonomous driving and humanoid robots are highly competitive, with no clear TSLA advantage. TSLA's sky-high P/E and reliance on optimistic forecasts are unsustainable; future earnings reports are unlikely to justify the current valuation.
Tesla: No Margin Meltdown, Strong Buy
Tesla's Q2 deliveries fell 13% Y/Y in Q2, but I expect a rebound as refreshed Model Y deliveries ramp up throughout the year. Despite declining delivery volumes, Tesla beat revenue expectations and maintained solid gross margins. In fact, gross margins increased 0.9 PP quarter-over-quarter.
Tesla: Robotaxis And The Balance Sheet Take Center Stage
Tesla's Q2 2025 report showed declining revenue and profits, with rising CAPEX. Elon Musk sounded tired, offered few details on Optimus, and emphasized robo-taxis as Tesla's future on the Q2 call. Semi, Cybertruck, and Energy segments saw reduced focus, and weak year-over-year performance in energy was surprising.
Tesla's darkening outlook to test robotaxi vision pushed by Musk
Tesla Inc.'s core car-making business is facing a deteriorating outlook, providing a major test of Chief Executive Officer Elon Musk's ability to lift the stock price with his vision of a self-driving future.
Tesla Is Building A Fully Automated World; Why One Weak Quarter Won't Stop It
Tesla is a bold, long-term bet on a fully automated future, leveraging its AI-driven software and cutting-edge industrial production - both enablers of a future where humans become almost irrelevant. Despite Q2 challenges, I think Tesla's investments in AI and robotics solidify its role as a trailblazing leader in automation, with no direct US-based competitors. Tesla's vertically integrated approach and role in Musk's automation ecosystem give it a shot at a $10 trillion valuation if its vision materializes.
Ex-Tesla Board Member: Tough quarter for the EV-maker
Ex-Tesla Board Member Steve Westly weighs in on Elon Musk's tough quarter and what it means for the EV giant.
Google, Tesla Earnings Show Big Tech Winners Evolve. Why Some Are Falling Short.
Musk's lofty vision for robo-taxis, Google's spending on AI increases, Krispy Kreme joins the meme-stock revival, and more news to start your day.
Tesla shares drop 6% in premarket trading after auto sales plunge again
Tesla shares fell on Thursday after the company reported second-quarter automotive sales that dipped again. Musk said Tesla "probably could have a few rough quarters" ahead as a result of the expiration of federal electric vehicle tax credits.
Tesla Stock Falls. The Clock's Ticking on Robo-Taxis, Says Analyst.
Some analysts are skeptic on Tesla's ability to meet its robo-taxi timelines, cost targets and scale.
Tesla: Five reasons to be fearful
Tesla Inc's (NASDAQ:TSLA) latest update delivered little cheer to the market, with shares down more than 4% in after-hours trading after a second straight quarter of falling sales. Here are the five main points for those following the company from the UK: 1.
Tesla loses market share in Europe for sixth straight month as competition grows
Elon Musk's Tesla lost market share in Europe for the sixth straight month in June, according to according to the European Automobile Manufacturers Association. The figures reaffirm a downward regional trend for the U.S. electric vehicle maker.
Tesla's finance chief says Americans should buy its cars now — Trump's Big Beautiful Bill could affect later deliveries
Tesla urged potential US buyers to order now due to limited vehicle supply this quarter. Trump's Big Beautiful Bill ends the $7,500 EV credit, which will likely affect Tesla's US sales.
