Tesla plans to spend over $20 billion reshuffling its factory lines to boost production of cars, batteries and robots. Tasha Keeney, director of investment analysis and institutional strategies at ARK Invest, discusses Tesla's earnings and robotaxi plans.
The company's capital expenditures are set to surpass $20 billion this year, more than double what they were last year.
Tesla, a brand once synonymous with consumer electric vehicles, is ditching some of the cars that brought its success.
Tesla, Inc. is winding down Model S/X to pivot toward robotics, AI, and automation, with heavy CapEx planned for these initiatives. TSLA's core EV business is shrinking, margins are deteriorating, and management is shifting investor focus to future technologies and a potential SpaceX IPO. SpaceX, with Starlink driving 70% of projected $15.5B 2025 revenue, is preparing for a $1.5T IPO, likely in mid-2026, with Tesla holders rumored to get priority access.
Tesla, Inc. remains a Buy in my books as its future pivots to robotics, AI, and energy infrastructure, not just EVs, gives it long-term upside. Q4 '25 results beat consensus despite auto segment weakness; energy generation and storage revenue surged 25% year over year. TSLA's energy business is central to the AI infrastructure buildout, with grid-scale storage and solar poised for accelerating demand.
One analyst estimates Tesla could ultimately make $25 billion a year by selling Optimus robots manufactured on former Model S and Model X production lines.
Tesla Inc (NASDAQ:TSLA) shares are down 1.2% to trade at $426.30 at last glance, despite the EV maker reporting better-than-expected earnings and revenue for the fourth quarter.
Electric vehicle king Tesla Inc NASDAQ: TSLA looks set for fresh gains after its Q4 earnings report dispelled fears that its best days were behind it. With a major source of uncertainty removed, the bulls should now have more than enough ammunition to get this rally back on track.
Tesla Q4 EPS of 50 cents beats estimates despite declining revenues and vehicle deliveries.
Tesla's energy storage business saved a dismal earnings report from turning into a horrible one.
Tesla Inc (NASDAQ:TSLA) disclosed in its fourth-quarter earnings report that it has invested about $2 billion in xAI, the artificial intelligence startup founded by CEO Elon Musk. The automaker said it entered into an agreement on January 16 to acquire shares of Series E preferred stock in xAI as part of the company's latest financing round.
After its earnings announcements, Jim Cramer, America's ancient stockpicker and TV star, said Tesla Inc.