Added to YB: 2026-07-27
Pitch date: 2026-07-23
TSLA [neutral]
Tesla, Inc.
+14.75%
current return
Author Info
No bio for this author
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
320.00 (-13%)
Dividend
N/A
EV/EBITDA
108.40
P/E
327.99
EV/Sales
13.24
Sector
Automobiles
Category
N/A
Tesla, Inc. (TSLA) — Q2 2026 Results
TSLA (earnings): Q2 rev $28.2B beat by ~7% but non-GAAP EPS $0.33 missed est $0.53 by 38%; op income -57% YoY to $398M (1.4% margin). Auto GM ex-credits fell to 16.3%; energy GM collapsed 39.5%→20.4%, guided to mid-low 20s structurally. FCF -$1.1B, capex doubling, $30B credit line arranged. At 86x EBITDA vs GOOGL 27x, Waymo far ahead on autonomy. Bearish; fair value $217-320.
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