Added to YB: 2026-07-28
Pitch date: 2026-07-24
TSLA [neutral]
Tesla, Inc.
-1.28%
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
$1.2T
Pitch Price
$313.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
95.59
P/E
289.97
EV/Sales
11.67
Sector
Automobiles
Category
growth
Tesla: Cash Burn Begins
TSLA (earnings): Q2 rev +26% Y/Y to $28.2B (beat), but shares -14% (worst since 2013). Op margin 1% (-3pp), op profit -57% to $398M, non-GAAP EPS $0.33 (miss). FCF turned -$1.1B on CapEx +142% to $5.8B; >$25B FY CapEx, adding up to $30B debt. Record 480K deliveries, backlog highest since 2023, FSD ~1.5M paid. Robotaxi/Optimus yet to contribute; market rejecting AI-for-profit tradeoff.
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