Things are never dull in the Musk-onomy. In this article TSLA SPX DJIA Speculation that Elon Musk may merge SpaceX and xAI ahead of a potential IPO is reviving hopes—and concerns—about AI convergence across his companies, including Tesla. (Courtesy SpaceX) ...

Core Viewpoint - Tesla's stock price predictions vary significantly, with some analysts forecasting a rise to $500 while others predict a drop to $350, reflecting uncertainty about the company's future direction and performance [1][2] Group 1: Stock Predictions - The average Wall Street forecast for Tesla (TSLA) stock suggests a decline over the next 12 months, with an average price target of $401.24, which is lower than the current share price [1] - Out of 34 analysts, 14 issued a Strong Buy rating, 17 issued a Hold rating, and 9 issued a Strong Sell rating, indicating a lack of consensus on the stock's future [1] - Price targets range from a high of $500 from RBC Capital Markets to a low of $350 from DZ Bank, highlighting the divided opinions among analysts [1] Group 2: Financial Performance - Tesla's total revenue for Q4 2025 declined by 3% year over year to $24.901 billion, missing analysts' expectations of $25.1 billion [1] - The automotive segment revenue fell 11% to $17.693 billion, while energy generation and storage revenue increased by 25% and services revenue improved by 18% [1] - Adjusted earnings per share (EPS) were $0.50, beating the consensus estimate of $0.45, but still reflecting a 17% year-on-year decline [1] Group 3: Strategic Focus - Tesla is shifting its focus towards robotics and AI, with plans to unveil the Gen 3 version of the Optimus robot lineup and expand AI training capacity at Gigafactory Texas [1] - The company is expected to implement targeted augmentations to support the rollout of Robotaxi, indicating a significant pivot in its business strategy [1] - Analysts and investors are divided on whether these ambitious projects will yield financial rewards, with optimists believing in their potential and pessimists expressing skepticism [2]

Core Viewpoint - Tesla is shifting its focus from being primarily an electric vehicle manufacturer to artificial intelligence and robotics, leading to varied stock price predictions among analysts and investors [2][4]. Analyst Opinions - There is no strong consensus on Tesla's stock, with 14 analysts issuing a Strong Buy rating, 17 a Hold rating, and 9 a Strong Sell rating, indicating sharply divided opinions [5]. - The average price target for Tesla stock is $401.24, which suggests a decline from the current share price, reflecting a general expectation of a downturn over the next year [6]. Future Projections - Price targets for Tesla stock range from a high of $500 to a low of $350, highlighting the uncertainty in the market regarding its future performance [7]. - Despite gains in other business segments, Tesla's automotive division revenue fell 11% year over year in Q4 2025, indicating challenges in its core business [8].

Tesla's new car registrations in Italy rose 75% year-on-year in January, after posting an 18% drop over the whole of 2025, data from the Italian transport ministry showed on Monday. ...

Tesla saw sharp January declines in new-vehicle registrations in several European markets. ...

公司动态： 关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上市： 新款BJ40增程赤兔版上市，售价27.98万元； 比亚迪海豹08、海狮08曝光； 通用汽车2025年营收1850亿美元，同比下滑1.3%； 宝马更换全新车标； 特斯拉2025年交付 163.63万辆， 同比下降9%； 丰田2025年全球销量1130万辆，同比增长4.6%； 众泰汽车预计2025年亏损超2.81亿元； 我国将在服务区 新增超过1万个充电枪； 各车企公布销量。 国内新闻： 汽车转向系统强制性国标发布； 我国新能源车保有量4397万辆，其中纯电动车3022万辆； 2025年中国汽车出口832万辆，同比增长30%； 新车上市 1、 新款BJ40增程赤兔版上市 售价27.98万元 1月27日，新款北京越野BJ40增程赤兔标准版上市，售价27.98万元。 外观方面，新车为BJ40的 原厂改装版本，采用 火焰红定制车漆和专属拉花，并提供扩充版轮眉和铝合金脚踏，配备高进气涉水喉、全地形轮胎、侧挂包、车 顶平台等同时还有原厂拖挂资质。尺寸方面，新车长宽高分别为4861/2065/2110mm，轴距2760mm，定位 ...

【DT新材料】 获悉， 2月2号凌晨消息，马斯克发文表示：" 特斯拉已实现干电极工艺的规模化生产 ，是锂电池生 产技术上的一项重大突破，实现起 来极其困难。祝贺特斯拉工程、生产和供应链团队以及我们的战略合作伙伴供应商取得的卓越成就！" 特斯拉回应称，干电极制造工艺可降低成本、能源消耗和工厂复杂性，同时显著提高可扩展性。 此前在2024年就有消息称，特斯拉正在设计、研发4种采用不同干法工艺的4680电池，并计划在2026年推出。事实上，特斯拉自2019年收购Maxwell公 司后便获得干法电极相关专利，多年来一直致力于攻克该技术的量产难题。 DT先进电池 . 固态电池、钠电池、液流电池、水系电池.......最新科技进展和产业动态 以下文章来源于DT先进电池 ，作者神秘李 干法工艺的优势，恰好击中了下一代电池，尤其是全固态电池的制造痛点。 全固态电池使用固态电解质替代液态电解质，干法电极技术无需溶剂，避 免了溶剂与固态电解质的副反应，提高了电池的安全性和稳定性。并且 干法工艺制备的电极颗粒间接触更紧密，压实密度更高，能有效减少电极阻 抗，提升电池的能量密度和循环稳定性。 因此干法电极是推动下一代全固态电池产业化 ...

Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...

Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...

Core Insights - Tesla's shares experienced a 2% rise in extended trading on January 28, 2026, but fell by 3.4% the following day after mixed Q4 2025 results, attributed to lower revenues and a significant decline in net income [1] Financial Performance - Tesla reported Q4 2025 earnings per share of 50 cents, exceeding the Zacks Consensus Estimate by 8.7%, but down 31.5% year-over-year [6] - Total revenues for Q4 2025 were $24.90 billion, slightly missing estimates and reflecting a 3% year-over-year decline [6] - The company achieved its highest quarterly energy storage deployments, driven by record Megapack deployments, although automotive revenues declined by 11% [6] - Operating cash flow for 2025 was $14.7 billion, with free cash flow at $6.2 billion, and cash and investments increased by $7.5 billion to $44.1 billion by year-end [7] Future Outlook - Tesla anticipates capital expenditures exceeding $20 billion, primarily for AI initiatives and the development of new products like Cybercab, Semi, Optimus, and Megapack [2] - Plans for 2026 include ramping up production lines across various sectors, including vehicle and robotics manufacturing, and launching the Gen 3 version of Optimus [8][10] Market Position and Challenges - Despite a robust product pipeline, concerns exist regarding the long-term viability of Tesla's new profit centers amid intense competition and a shrinking share of the traditional EV market [3] - The shift to an AI-first model is seen as a high-stakes strategy to recover margins lost during the EV price wars, with critics highlighting regulatory hurdles in the robotaxi segment [3][4] Investment Alternatives - For risk-averse investors, monitoring ETFs with significant Tesla weightings is suggested as a way to mitigate risks associated with direct stock exposure [5] - Notable Tesla-heavy ETFs include: - Consumer Discretionary Select Sector SPDR Fund (XLY) with 18.92% Tesla weighting and $23.87 billion AUM, which gained 5.8% over the past year [11][12] - Vanguard Consumer Discretionary ETF (VCR) with 18.06% Tesla weighting and $6.3 billion net assets, which gained 3.9% over the past year [13] - Direxion Daily Magnificent 7 Bull 2X Shares (QQQU) with 14.45% Tesla weighting, gaining 21.6% over the past year [14][15] - Global X PureCap MSCI Consumer Discretionary ETF (GXPD) with 19.32% Tesla weighting, gaining 1.8% over the past year [16]