Elon Musk's 2025 Tesla pay could buy nearly 10% of all Bitcoin

Tesla (TSLA) reported record Q2 deliveries but saw margins drop to 1.4%, while BYD (BYDDF) maintained lower valuation. Tesla's revenue beat estimates, but EPS missed; BYD focuses on cost efficiency and global expansion. Analysts debate which stock offers better upside, with BYD's lower expectations and valuation noted as potential advantages.

Tesla's China-made EV sales grew 3.6% year-on-year in August, slowing from July's 38% rise, per China Passenger Car Association data. Monthly sales fell 7.9%. Tesla faces competition in China and is expanding exports. Its market share in China's battery EV segment dropped to 6.6% in Q2.

Tesla plans to host an event for its Cybercab robotaxi in Austin, Texas, on Thursday. The vehicle, unveiled two years ago, is designed for autonomy and lacks a steering wheel. CEO Elon Musk has stated it will eventually be priced at $30,000. Tesla has begun production and testing but has not confirmed regulatory approval or event details.

Tesla (TSLA) reported Q2 FY2026 revenue of $28.24B, up 25.5% YOY, but adjusted EPS fell 17.5% to $0.33. Operating margin dropped to 1.4% due to rising costs. Analysts expect Q3 EPS to decline 29.7% YOY. TSLA trades at 196.74x forward P/E and 12.99x sales. Analysts have a 'Moderate Buy' rating with an average price target of $397.60.

Tesla raised Cybertruck prices by $5,000 for two models, aiming to boost revenue per vehicle. The company delivered 480,126 vehicles in Q2, beating production. Analysts expect Q3 EPS of $0.26, down 30% YoY. RBC and BofA maintain bullish views with price targets of $500 and $460, respectively.

Tesla (TSLA) shares fell 0.3% in premarket trading, extending recent EV stock pressure. Tigress Financial resumed coverage with a 'Buy' rating and $550 price target, citing Tesla's AI-driven future. The stock faced broader sector pressure after Trump revoked greenhouse gas regulations, and China demand challenges.