Group 1 - Tesla is the largest electric vehicle stock globally with a market cap of $1.2 trillion, and 2026 is anticipated to be a pivotal year for the company [1] - Approximately 80% of Tesla's sales come from electric vehicles, with over 90% of those sales generated by the Model Y and Model 3 [2][3] - The Model Y and Model 3 are Tesla's cheapest options, both starting below $50,000, and they significantly influence the company's financial performance [3][4] Group 2 - Competition in the EV market is expected to intensify in 2026, with over a dozen new models anticipated, including several priced under $50,000 [4][5] - Tesla's sales growth stagnated in 2025, raising concerns about potential sales pressure on its best-selling models due to increased competition [5] - Tesla's stock trades at 15 times sales, significantly higher than Rivian's 3 times sales, largely due to its potential in the robotaxi market, which could be valued between $5 trillion and $10 trillion [7][8]
2 Things Every Tesla Investor Needs to Know