Tesla Inc NASDAQ:TSLA Price, Chart, News & Insight

Tesla Delivers 486,532 Vehicles in Q3 as Energy Storage Deployments Reach 13.7 GWh

Tesla delivered 486,532 vehicles in the third quarter of 2026, while production totaled 464,391 vehicles.

Model 3 and Model Y accounted for the vast majority of volumes, with production of 457,387 vehicles and deliveries of 478,237. Other models contributed 7,004 vehicles of production and 8,295 deliveries.

Total deliveries exceeded production by more than 22,000 vehicles during the quarter, indicating a reduction in finished-vehicle inventory relative to output.

Tesla also deployed 13.7 GWh of energy storage products in the quarter, highlighting the growing contribution of its energy business alongside automotive operations.

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Global Finance News 10-02-26

Tesla Stock Falls 3.4% as JPMorgan Cuts Price Target to $415

Tesla shares fell 3.4% to $359.43 after JPMorgan lowered its price target on the stock to $415 from $445 while maintaining a Neutral rating.

The revised target still implies roughly 15% upside from the latest share price, but the cut points to a more cautious view on Tesla’s near-term risk-reward profile.

Reasons behind the softer stance might include pressure on vehicle margins, intense competition in the global EV market, uncertainty around demand growth and the large investments required to support Tesla’s AI, autonomy and robotics ambitions.

Investors weighing the gap between expectations for future businesses such as robotaxis and humanoid robots and the current earnings contribution from Tesla’s core automotive operations.

The 3.4% decline suggests the lower JPMorgan target added to concerns around valuation and the pace at which Tesla can convert its longer-term technology initiatives into earnings growth.

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European Investor 09-28-26

NHTSA just escalated its Tesla Cybercab investigation in a big way

NHTSA has ordered Tesla to explain under oath how its driverless Cybercab meets federal safety rules, with Elon Musk's company facing a Sept. 30 deadline.

(teslarati.com)

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The Investor 09-17-26

Tesla's most delayed Cybertruck feature is finally here

Cybertruck Powershare finally works with Powerwall 3, extending home backup by three days after years of Tesla delays.

(teslarati.com)

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The Investor 09-12-26

Tesla Robotaxi will be a 24/7 service: here’s when

Tesla AI lead Ashok Elluswamy said this week that 24-hour Robotaxi service is close. Replying on X to a rider who wanted Cybercab trips all night, he wrote that the capability would arrive “next month or so” once “the next tech to merge on the v15 plan” is ready.

(teslarati.com)

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The Investor 09-06-26

Why Tesla (TSLA) Stock Is Up Today

Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 4.9% in the afternoon session as investors continued to focus on the long-term potential of the company’s autonomous driving technology.

(finance.yahoo.com)

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WS News 09-01-26

Tesla CEO Elon Musk says flying cars are coming

Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.

(teslarati.com)

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European Investor 08-15-26

Tesla Shares Slide Despite Delivery Beat as Rivian Rally Shifts EV Investor Focus

Tesla shares fell around 8% on Thursday even after the electric vehicle giant reported a much stronger-than-expected second-quarter delivery performance, while Rivian gained about 8% following its own delivery update and increased full-year guidance.

Tesla delivered 480,126 vehicles during the second quarter, up 25% year over year and well above Wall Street expectations of roughly 405,000 vehicles. The results marked the company’s strongest second quarter on record and its first annual delivery growth after two years of declining sales. The company also reduced inventory by delivering more vehicles than it produced, another positive signal for investors.

Despite those impressive figures, investors appeared to lock in profits after Tesla’s recent rally. Market participants also focused on the sustainability of the delivery rebound, with some questioning whether aggressive incentives and inventory drawdowns could pressure margins in upcoming earnings. The reaction reflected a classic “sell the news” move rather than disappointment with the headline delivery numbers.

Meanwhile, Rivian provided another positive surprise. The EV maker delivered 12,194 vehicles in the second quarter, beating both its own guidance and analyst expectations. More importantly, management raised its 2026 delivery forecast to 65,000–70,000 vehicles, citing strong demand for its R1 lineup and the early success of its new R2 SUV.

Rivian’s stronger outlook may also have contributed to Tesla’s weakness by reinforcing the view that competition in the U.S. EV market is intensifying. While Tesla remains the industry’s dominant player by volume, Rivian’s improving execution and confidence in future demand shifted some investor attention toward the smaller automaker’s growth story.

Investors will now turn their focus to upcoming quarterly earnings, where both companies will need to demonstrate that stronger deliveries can translate into healthy margins and sustained profitability.

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WS News 07-02-26

Tesla Rises After Jefferies Raises Price Target

Tesla (NASDAQ: TSLA) gained 2.2% after Jefferies raised its price target on the electric vehicle maker to $375 from $350 while maintaining a Hold rating.

The higher target reflects improving confidence in Tesla's long-term growth opportunities, particularly in autonomous driving, robotics, artificial intelligence, and energy storage. While the analyst maintained a neutral stance, the increased valuation suggests Tesla's strategic initiatives are gaining greater recognition on Wall Street.

Investor sentiment has increasingly shifted beyond Tesla's traditional automotive business toward the company's AI-driven projects, including robotaxis, Full Self-Driving technology, and the Optimus humanoid robot program. These initiatives are viewed as potential long-term growth drivers that could diversify revenue beyond vehicle sales.

The stock's advance also comes as broader technology and AI-related shares continue to attract investor interest. Markets remain focused on companies with exposure to artificial intelligence and automation trends, areas where Tesla is making substantial investments.

Despite ongoing challenges in the global EV market, including increased competition and pricing pressure, investors appear encouraged by Tesla's ability to leverage its software, AI, and manufacturing capabilities across multiple industries.

Jefferies' higher price target suggests analysts see improving long-term value creation potential, even as near-term execution and demand trends remain key areas of focus. The stock's gain indicates investors welcomed the more optimistic outlook and continue to view Tesla as a major participant in the evolving AI and autonomous technology landscape.

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Global Finance News 06-22-26

Tesla Gains as HSBC Reiterates Hold Rating Amid Focus on AI and Autonomous Driving

Tesla (NASDAQ: TSLA) shares rose 1.2% on Monday as investors reacted to a fresh analyst update from HSBC, which reiterated its Hold rating on the electric vehicle maker.

The modest gain came despite the neutral stance from HSBC, suggesting investors remain focused on Tesla's longer-term growth opportunities in artificial intelligence, autonomous driving, and robotics rather than near-term vehicle delivery trends.

Tesla shares have experienced increased volatility in recent months as the company navigates slowing EV demand in some markets while accelerating investment in its Full Self-Driving platform, robotaxi ambitions, and Optimus humanoid robot program. Supporters argue these initiatives could unlock significant new revenue streams beyond traditional vehicle sales.

The reaffirmed Hold rating reflects a balanced view of Tesla's prospects, with analysts recognizing the company's technological leadership while remaining cautious about valuation and execution risks. With the stock gaining 1.2% despite the neutral recommendation, investors appear to be looking beyond current challenges and positioning for potential catalysts related to autonomous driving and AI-powered products.

Market attention is expected to remain focused on upcoming developments surrounding Tesla's robotaxi rollout, software progress, and broader AI strategy, which many investors view as key drivers of the company's future growth.

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WS Investor 06-16-26

NASDAQ:TSLAFollow

NHTSA just escalated its Tesla Cybercab investigation in a big way

Tesla's most delayed Cybertruck feature is finally here

Tesla Robotaxi will be a 24/7 service: here’s when

Why Tesla (TSLA) Stock Is Up Today

Tesla CEO Elon Musk says flying cars are coming

NASDAQ:TSLA