Core Insights - Tesla Inc.'s share price has decreased by 6.4% in the past week due to warnings of a significant drop in fourth-quarter deliveries and a supplier contract restatement indicating declining demand for the Cybertruck, although the stock remains 43.1% higher than six months ago [1] - The stock is only 8.9% higher than a year ago, underperforming the Nasdaq, but has seen a remarkable increase of 28,500% since its IPO in June 2010 [2] - Investors are focused on Tesla's future performance over the next one, five, and ten years, with a consensus that long-term projections are more relevant than short-term forecasts [3] Tesla's Recent Success - Tesla has achieved revenue and earnings growth even in high-interest-rate environments, with its Model S and Model 3 being top-selling electric vehicles in their respective years [4] - The company has seen revenue growth from its energy storage business and charging station network [5] Financial Performance - Tesla's revenue and net income have shown significant growth over the years, with revenues increasing from $4.046 billion in 2015 to $96.773 billion in 2023, and net income rising from $888.7 million in 2015 to $14.997 billion in 2023 [6] Key Drivers for Performance - Improved margins due to cost-cutting measures and the establishment of gigafactories in Shanghai and Berlin are expected to enhance sales and reduce export-related costs [7] - Research and development in Full Self-Driving (FSD) and robotaxi technologies position Tesla ahead of competitors, with plans for 500 robotaxis in Austin and 1,000 in Silicon Valley by year-end [8] - Tesla's diversified business segments, including Supercharger, energy, and battery businesses, contribute to its competitive edge [9] - Plans for a large Optimus robot production line in Fremont, California, indicate further expansion [10] Stock Forecast - Wall Street's consensus 12-month price target for Tesla is $399.15 per share, which is 12.2% lower than the recent closing price, with several firms maintaining Buy-equivalent ratings [11] - A forecast through 2030 suggests revenue growth from $112.09 billion in 2025 to $297.43 billion in 2030, with normalized EPS growth projected from $1.91 in 2025 to $11.24 in 2030 [12]

“Only about $30-$40 per share in that business.” That curt assessment comes from five-star analyst Jed Dorsheimer of William Blair, highlighting just how differently the market now views Tesla stock. Although EVs still generate the lion’s share of its sales (over 75% in Q3), Dorsheimer feels that investors value Tesla more like an AI and robotics player. Recent gains in Tesla stock are reflective of that shift. For perspective, Tesla stock has risen a remarkable 48% over the past six months and 14.3% ...

Core Insights - Tesla is implementing a variety of incentives to boost sales and avoid a second consecutive year of declining sales [1][2] - The company is facing significant challenges in key markets, including Europe and China, due to political backlash and increased competition [4] - Tesla's sales in the US have dropped significantly following the removal of the $7,500 tax credit for new EVs [4] Group 1: Sales Strategies - Tesla is offering 0% APR financing for up to 72 months on select Model Y Standard purchases and leasing options without a down payment [1] - Buyers can trade in a gas car for 2,000 miles of free supercharging and receive complimentary upgrades valued at up to $1,500 on select inventory vehicles [2] - The company is racing to sell 555,000 EVs in the last quarter of the year to match last year's sales figures [3] Group 2: Market Challenges - Tesla's sales have significantly declined in Europe due to backlash against Elon Musk's political views [4] - In China, the company is facing intense competition from local electric vehicle manufacturers [4] - The removal of the $7,500 tax credit has led to a 35% drop in Tesla's US sales from September to October [4] Group 3: Future Focus - Elon Musk is shifting Tesla's focus towards AI and robotics, with plans for the Cybercab and Optimus robot to enter production next year [5]

Tesla stock (NASDAQ: TSLA) slipped over 2% on Thursday as renewed questions about valuation, margin pressure, and execution risks on autonomous driving spooked investors. The downward cycle of Tesla stock began with Morgan Stanley's recent downgrade to "Equal Weight,†which prompted traders to examine whether this marks the beginning of a larger retreat. The stock faces resistance at key technical levels as analysts remain sharply divided on whether Tesla deserves its lofty $1.5 trillion market cap. Tesla st ...

In a video posted to Instagram, EngineAI CEO Zhao Tongyang geared up in leg, stomach, and head pads. Workers taunted him, asking if he was nervous. The company's T800 robot then appeared to kick Tongyang in the stomach, and he can be seen falling to the ground."Too violent!" Tongyang said in a translation. "Too brutal!" The video featuring its CEO came after EngineAI posted a separate video of its humanoid robot doing kicks and flips. Online skeptics made accusations that the bot in the video was CGI, so ...

Tesla Optimus robot adjusts the placement of hands on popcorn box https://t.co/VD3doXBHVs ...

Core Viewpoint - Tesla, Inc. is recognized as a significant AI stock on Wall Street, with Piper Sandler maintaining an Overweight rating and a $500 price target following a recent investor meeting that highlighted advancements in its full self-driving (FSD) technology [1][2]. Group 1: Investor Meeting Insights - The investor meeting at Tesla's Fremont facility included a test drive of the latest FSD software, which was described as a "truly impressive product" that outperforms the average American driver [2]. - A flawless robo-taxi ride during the meeting reinforced confidence in Tesla's FSD capabilities and development efforts [3]. - The meeting featured over 75 minutes of Q&A, focusing on FSD, Tesla's in-house chip development, the Optimus robot, and stationary storage batteries [3]. Group 2: Company Overview - Tesla, Inc. operates in the automotive and clean energy sectors, utilizing advanced artificial intelligence in its autonomous driving technology and robotics initiatives [4].

Core Viewpoint - Tesla's stock has experienced significant volatility, recently falling to around $400 per share after facing resistance near $470, raising concerns among investors about the future trajectory of the stock amidst a broader tech market downturn [1][2]. Company Performance - Tesla's shares dropped nearly 10% over the past five sessions, trading at 181 times forward earnings, indicating a high valuation relative to earnings [6]. - The company received a ride-hailing permit from Arizona for its robotaxi rollout, which could enhance its market position in the autonomous vehicle sector [6]. Market Sentiment - There is a growing bearish sentiment towards Tesla and other AI-related stocks, with notable investors like Bill Gates reportedly betting against Tesla, although it is unclear if he still holds a short position [2]. - The emergence of short-sellers and calls for a correction in the tech sector suggest a challenging environment for net buyers of big tech stocks [3]. Investment Outlook - The valuation of Tesla remains complex, with opinions divided on whether it is undervalued or overvalued compared to other AI stocks. The company is considered one of the more difficult stocks to value among the "Magnificent Seven" tech stocks [5]. - Analysts have raised Tesla's price target to $508 from $483, driven by optimism surrounding its full self-driving technology [6].

Optimus will eliminate poverty and provide universal high income for allMario Nawfal (@MarioNawfal):ELON: OPTIMUS WILL ULTIMATELY BE BETTER THAN THE BEST HUMAN SURGEON“People often talk about eliminating poverty, about giving everyone amazing medical care.Well, there's actually only one way to do that, and that's with the Optimus robot.With humanoid robots, you can https://t.co/NLnkLILbQG ...

Stablecoin giant Tether is in discussions to lead a €1 billion ($1.16 billion) funding round for Neura Robotics, a German start-up developing AI-powered humanoid robots. The potential deal would value Neura between €8 billion and €10 billion, the Financial Times reported, citing sources familiar with the talks. If finalized, the investment would represent a sharp rise from Neura’s last round in January, when it raised €120 million. Tether did not confirm the talks to FT but said it is “actively exploring ...