Tesla (TSLA) Expands Semi Truck Deliveries to Europe by 2027

Tesla (TSLA) plans to launch its new generation Roadster on October 1, 2026, featuring a redesign and potential SpaceX (SPCX) collaboration. The stock is priced at $365.44, 9.5% over its GF Value™ of $333.85, with a GF Score™ of 87/100. GuruFocus notes strong growth and financial strength but warns of high valuation.

Tesla Inc. (TSLA) will showcase its Cybercab, a fully self-driving electric vehicle, in Beijing and Shanghai from September 17 to 27. The company reported a GF Value of $333.85, suggesting a 9.5% overvaluation at the current price of $365.44. Tesla's GF Score is 87/100, indicating strong performance. Insiders sold shares worth $938,409 in the last three months. The showcase aims to generate public interest in autonomous driving technology.

Kalshi plans to launch single-stock perpetual futures in the U.S., targeting Tesla, Apple, and Nvidia among ~60 names. The contracts, with no expiration, will be regulated by the CFTC and SEC. Kalshi aims to differentiate its product from high-leverage crypto perpetual futures, capping leverage at 6.7x. Approval is pending, with opposition from firms like Citadel Securities and CME Group.

Uber's stock fell 4% on September 8 due to Tesla's Cybercab debut, despite Uber's strong Q2 results. Uber reported $14.19B revenue, $2.39B net income, and $2.79B free cash flow. Tesla's Cybercab faced regulatory scrutiny and operational issues, with NHTSA opening an audit. Uber plans to expand autonomous vehicles in 15 cities by 2026, partnering with multiple AV companies.

Tesla announced a limited-time price cut for Model 3 and Model Y in China, offering discounts up to RMB 10,000. Some owners expressed dissatisfaction, citing lack of notice and compensation. Tesla's recent sales and stock performance have been mixed, with retail sales down year-over-year. The company has launched cheaper versions of its models in other markets, potentially to clear inventory.

Goldman Sachs projects 6.5 million humanoid robots will be shipped globally by 2035, representing a $138 billion market opportunity. Companies like Tesla, TSMC, Teradyne, and NVIDIA are positioned to benefit, with some already showing significant revenue growth. A potential AI slowdown is cited as a risk to this forecast.