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What a SpaceX–xAI Merger Could Mean for Tesla Stock
Barrons· 2026-02-02 19:43
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) ...
Tesla's Next Move: Why Analysts See Either $500 or $350 Ahead
247Wallst· 2026-02-02 17:35
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]
Tesla’s Next Move: Why Analysts See Either $500 or $350 Ahead
Yahoo Finance· 2026-02-02 17:35
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 new car sales in Italy jump year-on-year in January, after 2025 drop
Reuters· 2026-02-02 17:29
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's stock falls as bleak new sales figures signal more pain for beleaguered EV business
MarketWatch· 2026-02-02 17:22
Tesla saw sharp January declines in new-vehicle registrations in several European markets. ...
1月车企销量公布!宝马更换全新车标!特斯拉净利润首次大幅下滑!我国新能源车保有量4397万辆,其中纯电动车3022万辆!丨一周大事件
电动车公社· 2026-02-02 16:53
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 ...
特斯拉,固态电池技术大突破!
DT新材料· 2026-02-02 16:05
【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 ...
Tesla: A Musk Empire Is The Latest Upside Catalyst (NASDAQ:TSLA)
Seeking Alpha· 2026-02-02 16:03
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 ...
Tesla: A Musk Empire Is The Latest Upside Catalyst
Seeking Alpha· 2026-02-02 16:03
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 ...
ETFs in Spotlight as Tesla Tops Q4 Earnings, Dips on Revenue Miss
ZACKS· 2026-02-02 15:51
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]