Tesla (NASDAQ: TSLA) has been a massively successful stock for many shareholders, with returns of 3,500% over the past 10 years. But Tesla is in the middle of a major transition right now as it shifts away from being a strictly electric vehicle (EV) company toward robotics and autonomous vehicles (AVs). But riding out Tesla's shift could be risky for shareholders. Meanwhile, artificial intelligence (AI) stocks, including Micron Technology (NASDAQ: MU) and Taiwan Semiconductor (NYSE: TSM), are benefiting f ...

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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].

Red Tesla EV plugged into a Supercharger with Tesla logo, highlighting the company’s EV business pivot. Key Points Tesla’s plan to pause Model S and Model X production is likely a small revenue hit but could meaningfully change the margin mix. The Optimus robots pivot could create a new growth pillar, but it also raises near-term execution, CapEx, and cash-burn risks. Analyst targets remain mixed, and institutional buying may be a key swing factor for the stock’s direction in 2026. Interested in Tesla ...

Core Insights - Tesla's fourth-quarter earnings showed a decline in deliveries for the second consecutive year and a drop in revenue for the first time ever [1][3] - The company reported earnings of 50 cents per share, exceeding analyst estimates, with revenue of $24.9 billion, slightly above expectations [2] - Full-year revenue decreased to $94.8 billion from $97.7 billion, with a significant drop in vehicle deliveries [3] Financial Performance - Q4 vehicle deliveries fell 16% quarter-over-quarter and 8.6% year-over-year, with auto sales down 11% compared to the previous year [2][3] - Tesla shares have declined over 5% this week and nearly 8% over the past four weeks, reflecting investor concerns about the company's performance [3] Capital Expenditure Plans - Tesla announced a $20 billion capital expenditure plan aimed at increasing future profits, which has raised skepticism among analysts at BNP Paribas [4][5] - The company plans to discontinue 40% of its driving products, including the Model S and Model X, to focus on future technologies like robotics and AI [9] - Analysts question the sustainability of Tesla's increased spending, which is more than double its previous capex of $8.5 billion in 2025 [10] Production and Deliveries - In Q4, Tesla delivered 406,585 Model 3 and Y vehicles, with total production of 422,652 for these models [8] - The company is reallocating production space from discontinued models to build Optimus robots as part of its strategic shift [9][10]

Core Viewpoint - Tesla is experiencing a challenging quarter with declining revenues and auto unit sales, while competition in the EV market is intensifying [2][3] Financial Performance - Tesla reported its first year of declining revenues, down 3%, and auto unit sales decreased by 9%, with profits declining by 4% to 6% [2] - The energy division showed significant growth of 27%, generating $12.8 billion, which is a positive aspect for the company [3] Strategic Changes - Tesla is ending production of the Model S and Model X to focus on the development of Optimus robots, indicating a shift towards being recognized as a technology company [3][10] - The company plans to produce a new generation of vehicles (Gen 3) by the end of 2026, aiming for large-scale sales by 2027 [10] Valuation Concerns - Tesla's stock is trading at a high premium, with a price-to-earnings (PE) ratio of nearly 290, significantly higher than competitors like Nvidia, which has a PE of 45 [9][12] - Concerns have been raised about the disconnect between Tesla's high valuation and its lack of earnings growth, leading to a downgrade of the stock to a sell rating [4][5] Capital Expenditure Guidance - Tesla's capital expenditure (capex) guidance for the year is projected to be well over $20 billion, significantly higher than the previous year's $8.5 billion and above market expectations of around $11 billion [7][8] Competitive Landscape - Increased competition from companies like Volkswagen, Hyundai, and BYD is impacting Tesla's market position, with BYD now holding the number one position in EV sales [2][3] - The competitive threats are mounting from both traditional automakers and new entrants in the robotics and autonomous driving sectors [14][15]

Core Insights - Tesla is discontinuing the Model S and X vehicles, with production set to end in the next quarter, as CEO Elon Musk shifts focus towards manufacturing humanoid Optimus robots [1] - The decision comes amid a decline in sales and deliveries, with Tesla's total revenue decreasing by 3% year-over-year from $25.7 billion to $24.9 billion [1] - Automotive revenues specifically fell by 11% year-over-year, dropping from $19.8 billion to $17.7 billion [1] Production and Delivery Metrics - Production of Model S and X vehicles decreased by 48% year-over-year [1] - Deliveries of these models fell by 51% year-over-year [1] External Factors Impacting Performance - The decline in sales was exacerbated by the termination of $7,500 EV tax credits last fall [1] - Elon Musk's political views and his fluctuating relationship with President Donald Trump may have also influenced consumer sentiment [1]

Core Viewpoint - Tesla is discontinuing the Model S and Model X to focus on humanoid robots, which could generate significant revenue in the future [1] Group 1: Company Strategy - The Model S sedan and Model X crossover SUV will be phased out of production in the next quarter as part of Tesla's strategic shift [1] - Tesla will continue to sell the Model Y SUV and Model 3 sedan, which are currently its best-selling vehicles, along with the upcoming Cybertruck electric pickup [1] Group 2: Financial Implications - An analyst estimates that Tesla could potentially earn $25 billion annually by selling Optimus robots produced on the former Model S and Model X production lines [1]

Elon Musk just made Tesla Inc's (NASDAQ:TSLA) most ambitious pivot yet. From cars to robots, AI chips, and autonomy—Musk is framing humanoid robots as a macroeconomic force, not a sci-fi side bet.On Tesla's fourth quarter earnings call, Musk said Optimus robots could "move the needle on US GDP significantly." He basically signalled that Tesla sees humanoid AI hardware as its next platform-scale product.From EVs To Robots: A Factory-Scale PivotTesla plans to wind down Model S and X production to free up fact ...

U.S. stock index futures edged higher on Thursday, January 29, 2026, as investors continued to digest a flurry of tech earnings and the Federal Reserve's latest monetary policy decision. The premarket session saw mixed signals, with some tech giants experiencing significant movements, while broader market sentiment remained cautious following the Fed's widely anticipated decision to hold interest rates steady. This dynamic landscape underscores a market increasingly responsive to corporate performance, part ...