Tesla Inc. (NASDAQ:TSLA) will reportedly charge $300,000 for the Semi Long-Range trim level ahead of 2026 deliveries.$260,000 For Standard Trim, $300,000 For The Long Range SemiThe automaker will retail the Standard trim with 325 miles of range for $260,000 in addition to the $300,000 price tag for the Long-Range trim, Electrek reported on Tuesday.Citing California Air Resources Board (CARB) data, the report suggested that the average price of a Zero-emission truck hovered around the $435,000 mark, which me ...

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Group 1 - Tesla Inc. has announced updates to its Semi truck, with CEO Elon Musk confirming that production will be scaled this year [1][4] - The Semi will be available in two trim levels: Standard and Long Range, with the Standard trim offering a range of 325 miles and energy consumption of 1.7 kWh per mile [2] - The Long Range trim has a range of 500 miles and a curb weight of 23,000 lbs, likely due to a larger battery, and both trims can recover 60% of driving range from a 30-minute charge [3] Group 2 - Tesla has delivered the first unit of the Semi to DHL, which operates the truck in California, traveling 100 miles per day and requiring charging once a week [5] - Tesla's stock price surged 3.50% to $411.11 at market close, with an additional gain of 0.66% to $413.83 during the overnight session [6]

Core Insights - Tesla's energy generation and storage business has become a core pillar, with Q4 2025 revenues reaching $3.06 billion, a 25% year-over-year increase, indicating a shift from being a side business to a mainstay [2][3] - The energy sector's gross profit for 2025 was $3.8 billion, significantly higher than $2.64 billion in 2024, showcasing improved profitability amid challenges in the automotive sector [3][12] Financial Performance - Total automotive revenues decreased by 11% year-over-year to $19.8 billion in Q4 2024, while total revenues fell by 3% to $25.7 billion [1] - Energy generation and storage revenue increased by 25% to $3.06 billion in Q4 2025, with services and other revenue also rising by 18% [1][2] - Total gross profit for Q4 2025 was $5.01 billion, with a gross margin of 20.1%, up 386 basis points year-over-year [1] - Net income attributable to common stockholders (GAAP) dropped by 61% to $2.13 billion in Q4 2024, while non-GAAP net income decreased by 16% [1] Production and Capacity Expansion - Tesla is expanding its manufacturing network to meet global demand for grid-scale energy storage, with existing factories in California and Shanghai each having a capacity of 40 GWh [8] - A new factory in Houston is under construction, which will produce the innovative "Megablock" product, designed to enhance capacity and reduce installation costs for grid operators [9][11] Market Challenges - Despite strong performance, Tesla's management has warned of increasing competition in the energy production and storage sector, which may lead to declining retail or wholesale electricity prices [12] - The company acknowledges that lower electricity prices could diminish the attractiveness of its storage products for some customers, presenting a macroeconomic challenge for 2026 [12] Strategic Vision - Tesla's energy vision is taking shape, with significant growth in energy revenues and the introduction of new products like the Megablock, indicating a transition from an electric vehicle company to a comprehensive AI and energy giant [13]

"我认为我们极有可能走向一个令人兴奋、令人惊叹的丰饶时代。"在最新一次财报电话会上，马斯克依然像一位站在火箭发射台上的预言家，语调 高昂、充满憧憬。 未来仿佛已经近在眼前，但"地球引力"依然清晰可见。 北京时间1月29日，特斯拉发布2025年第四季度财报，将"丰饶时代"的愿景与一家汽车制造商正在承受的现实并排摊开：公司当季营收249.0亿美元， 同比减少3.1%；经营利润14.1亿美元，同比减少11%；自由现金流14.2亿美元，同比减少30%；毛利率20.1％；每股收益0.24美元，上年同期0.66美 元；第四季度调整后每股收益0.50美元，上年同期为0.73美元。 由于业绩好于预期，特斯拉盘后上涨近4%。但这份"超预期"，并未掩盖一个更具转折意义的事实——特斯拉自成立以来，年度总营收首次出现下 滑。 纵观2025全年，特斯拉总营收约948亿美元，下滑3%；净利润约38亿美元，近乎腰斩，同比暴跌46%。全球交付163.6万辆汽车，同比减少8.6%，其 中第四季度交付41.8万辆，同比减少约16%，这已是交付量连续第二年"开倒车"。 这两款车型确立了特斯拉作为主流规模化汽车制造商的地位，也为后续Model 3和 ...

Core Insights - Tesla reported a decline in automotive revenue and earnings for both Q4 and the full year of 2025, while its energy operations showed growth [1][2] Financial Performance - Total revenue for Q4 decreased by 3% to $24.90 billion, with automotive revenue dropping 11% to $17.69 billion [1] - For the full year, total revenue edged down 3% to $94.82 billion, with automotive revenue falling 10% to $69.52 billion [2] - Net income attributable to common stockholders fell 61% to $840 million in Q4, with diluted earnings per share decreasing from $0.60 to $0.24 [2] - Annual net income decreased 46% to $3.79 billion, with diluted EPS dropping from $2.04 to $1.08 [3] - Quarterly operating income fell 11% year-over-year to $1.40 billion, resulting in an operating margin of 5.7% [2] Growth Areas - Energy generation and storage revenue increased by 25% to $3.84 billion in Q4, and for the full year, it climbed 27% to $12.8 billion [1][2] - Services and other income rose 18% to $3.37 billion in Q4 and 19% to $12.53 billion for the full year [1][2] - Energy storage deployments reached 46.7 GWh during the year, marking a 49% increase [4] Production and Deliveries - Vehicle deliveries in Q4 declined 16% year-on-year to 418,227 units, while production slipped 5% to 434,358 units [3] - For the full year, deliveries fell 9% to 1.63 million vehicles, and output dropped 7% to 1.65 million units [4] Infrastructure and Future Plans - By year-end, Tesla operated 1,553 locations and 8,182 Supercharger stations with 77,682 connectors [5] - The company is preparing for production ramps of Tesla Semi and Cybercab in the first half of 2026, alongside the next-generation Roadster [5] - Plans to invest in infrastructure supporting clean energy, transport, and autonomous robots include six new production lines across vehicles, robotics, energy storage, and batteries [5]

Company Performance - Tesla Inc. reported better-than-expected results for the fourth quarter and plans to invest approximately $2 billion into CEO Elon Musk's artificial intelligence startup, xAI [2] - Tesla is preparing for production ramps of Tesla Semi and CyberCab, set to commence in the first half of 2026 [2] - The company plans to unveil the Gen 3 version of Optimus in the first quarter of this year [2] Market Trends - U.S. stocks traded mixed, with the Dow Jones index gaining around 0.1% while NASDAQ and S&P 500 fell by 0.34% and 0.01% respectively [1] - Communication services shares gained by 2.5%, while information technology stocks fell by 1.7% [1] Commodity Prices - Oil prices increased by 4.9% to $66.29, gold rose by 5.2% to $5,578.80, silver increased by 6.3% to $120.735, and copper rose by 10.8% to $6.5645 [3]

Core Insights - Tesla is at a crossroads, transitioning from an electric vehicle manufacturer to a "physical AI" company, highlighted by a $2 billion investment in xAI [1][5][9] Financial Performance - In Q4 2025, Tesla reported total revenue of $24.901 billion, a year-over-year decline of approximately 3%, marking the first annual revenue drop in its history [1] - The automotive business revenue was $17.693 billion, down about 11% year-over-year, indicating a shrinking share of total revenue [1] - Q4 GAAP net profit fell to $840 million, a 61% drop year-over-year, while non-GAAP net profit decreased by 16% to $1.761 billion [3] - For the full year, GAAP net profit was approximately $3.8 billion, down 46% year-over-year [3] - Despite revenue pressures, Q4 GAAP gross margin improved to 20.1%, up 3.86 percentage points from the previous year, reflecting initial success in cost control [3] Sales and Deliveries - Tesla delivered 418,200 vehicles in Q4, a year-over-year decline of 15.61%, and a total of 1.636 million vehicles for the year, down 8.55% [3][4] Strategic Shift - Tesla's strategy is shifting from a hardware-centric approach to a focus on "physical AI," with 2025 identified as a critical year for this transformation [3][4] - The company will cease production of the Model S and Model X to focus on the production of Optimus robots and other future products [4] Investment in AI - The $2 billion investment in xAI is seen as a significant step towards securing a future in AI, with xAI recently completing a funding round of $20 billion [5] - Tesla's CFO indicated that capital expenditures will exceed $20 billion in 2026 to support this strategic shift [5] Cash Flow and Financial Stability - Tesla's operating cash flow for 2025 was $14.7 billion, with free cash flow at $6.2 billion, providing strong support for the transition [6] - By the end of 2025, Tesla increased its cash and investments by $7.5 billion to a total of $44.1 billion, ensuring ample liquidity for future plans [7] Future Challenges - Market analysis indicates that Tesla's pre-tax profit margin for 2025 is projected at 6%, significantly lower than Toyota's [8] - The company faces pressure on profit margins from tariffs, competition from cheaper models, and policy changes, particularly in key markets like China [8] - Despite challenges, Tesla's long-term vision includes expanding its autonomous taxi service, which could significantly alter its profit model and valuation [8][9]

On Wednesday, Tesla Inc. (NASDAQ:TSLA) posted better-than-expected results for the fourth quarter and announced plans to invest approximately $2 billion into CEO Elon Musk's artificial intelligence startup, xAI.Tesla said preparations are underway in North America for production ramps of Tesla Semi and CyberCab, both set to commence in the first half of 2026. The company also plans to unveil the Gen 3 version of Optimus in the first quarter of this year.Tesla reported quarterly earnings of 50 cents per shar ...

28 January 2026 | 5:27PM EST Equity Research Tesla Inc. (TSLA): 4Q25 First Take Results Tesla reported 4Q25 revenue of $24,901 mn (down 11% qoq and down 3% yoy) which was 1% below GS at $25,060 mn, 1% above the Street (FactSet) at 24,740 mn, and 2% above company compiled consensus at $24,493. Tesla reported the following by segment: n Automotive revenue of $17,693 mn (down 17% qoq and down 11% yoy) compared to GS at $17,436 mn, company compiled consensus at $17,292 mn, and the Street at $17,850 mn. Implied ...