Added to YB: 2025-10-27
Pitch date: 2025-10-23
TSLA [neutral]
Tesla, Inc.
+2.71%
current return
Author Info
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
$1.5T
Pitch Price
$446.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
116.47
P/E
308.39
EV/Sales
15.26
Sector
Automobiles
Category
growth
Tesla: Numbers are Totally Misunderstood.
TSLA (earnings update): Record $3.99B Q3 FCF despite lower margins as operating cash flow/CapEx returns to 2022 efficiency levels. Deliveries up 25-33% across all regions. Management expects higher 2026 CapEx for Physical AI. FSD progress: 6M+ miles covered. Lower margins drive higher absolute FCF - stock historically tracks FCF production with 10x gains during efficiency cycles.
Read full article (3 min)