Added to YB: 2025-10-27
Pitch date: 2025-10-23
TSLA [neutral]
Tesla, Inc.
+9.63%
current return
Author Info
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Company Info
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.
Market Cap
$1.6T
Pitch Price
$446.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
123.96
P/E
327.86
EV/Sales
16.24
Sector
Automobiles
Category
growth
Tesla, Inc. (NASDAQ: TSLA): AI, Energy, and Scale — A New Inflection Point
TSLA (earnings update): Q3 2025 revenue up 29% QoQ, auto margins 15.4%, record $4B FCF, $41B cash. Robotaxi live in Austin/Bay Area, expanding to 8-10 US cities by year-end. AI5 chip 40x more powerful than AI4. Optimus V3 robot reveal Q1 2026. Risks: execution on autonomy/robotics, tariffs ($400M Q3 hit), Musk concentration risk.
Read full article (4 min)