Added to YB: 2026-04-27
Pitch date: 2026-04-23
TSLA [neutral]
Tesla, Inc.
+1.38%
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
$1.4T
Pitch Price
$373.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
107.15
P/E
345.45
EV/Sales
14.15
Sector
Automobiles
Category
growth
Tesla Beats on Margins and EPS — Then Reveals a $25 Billion Capex Year
TSLA (earnings): Q1 rev $22.4B (+16% YoY), EPS $0.41 beat $0.37 est. Auto gross margin 19.2% (best since mid-2024) on lower costs & higher ASP despite 358k deliveries (+6% YoY) hurt by DOGE boycott. Energy rev $2.41B (-12% on timing). Capex raised to $25B (from $20B) for Optimus factory (1M robots/yr target), FSD/AI compute, Gigafactory expansion. Musk refocusing on Tesla after DOGE. Risks: capex execution, demand weakness, regulatory uncertainty, Optimus commercialization timeline.
Read full article (3 min)