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Added to YB: 2026-07-27

Pitch date: 2026-07-23

TSLA [neutral]

Tesla, Inc.

+14.75%

current return

Author Info

Studio Innovation shares daily updates from leading hyperscalers (Nvidia, Google, Apple, Amazon, Tesla, Meta, Microsoft), with a focus on AI, memory, data centers, neoclouds, crypto, and fast-growing companies. Subscribe to the newsletter.

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

$320.72

Price Target

N/A

Dividend

N/A

EV/EBITDA

108.40

P/E

327.99

EV/Sales

13.24

Sector

Automobiles

Category

growth

Show full summary:
Tesla Q2 FY26:Record Q2 deliveries, plans >$25B 2026 capex and up to $30B AI and robotaxi debt, reports 380,000 robotaxi miles

TSLA (earnings): Q2 FY26 rev +26% YoY to $28.2B ($1.8B beat), non-GAAP EPS $0.33 beat. Record deliveries 480K (+25%). Op margin 1% (-3pp), FCF flips to -$1.1B. CapEx +142% to $5.8B, FY26 >$25B, securing up to $30B debt for robotaxi/AI/Optimus. 380K robotaxi miles. No guidance.

Read full article (3 min)