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$TSLA
Tesla, Inc.
Tesla designs, develops, manufactures, sells and leases electric vehicles and energy generation and storage systems, while developing AI products and services including Full Self-Driving (Supervised), Robotaxi and humanoid robots such as Optimus. It operates two reportable segments: automotive and energy generation and storage. Its vehicles include the Model 3, Model Y, Model S, Model X, Cybertruck and Tesla Semi. Energy offerings include Powerwall and Megapack storage systems, solar panels and Solar Roof, with related software platforms such as Autobidder and Powerhub. Tesla generally sells directly through its website and company-owned stores, and also uses channel partners for energy products. It earns money from vehicle sales and leases, services and other automotive activities, regulatory credit sales, energy system sales, leases and financing, and related services. Other sources include paid Supercharging, subscriptions, insurance, vehicle financing and solar power purchase agreements. Tesla is headquartered in Austin, Texas.
Data center stocks fell, while clean-energy shares rose after Democrats won both the Senate and House in US midterms. Core Scientific and Iren dropped, while First Solar and Sunrun gained. Analysts expect increased scrutiny on AI and data centers, and continued support for renewables. Tesla and SpaceX shares also declined.
Tesla (TSLA) reported $28.0 billion in Q3 2026 sales, matching the prior year. Management highlighted strong demand for its energy storage business, with Megapacks nearly sold out for 2027. Energy storage revenue grew 26.6% in 2025, contributing $12.8 billion, or 13.5% of total sales. The stock trades at 12.5x revenue, down 18.7% from its 52-week high. Q3 2026 energy gross margin rose to 33.1%, driven by tariff refunds and reimbursed warranty costs.
ETFs bought $263.0 million of Tesla (TSLA) on Nov. 2, with 41 ETFs adding shares and 23 reducing. QQQ, SPY, and IVV were the largest buyers. TSLA's trailing-12-month revenue is $103.57 billion, with a P/E of 438.39. The stock is down 11.39% year to date.
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TSLA sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 233 news stories mentioning TSLA (Tesla, Inc.). Coverage has skewed bearish: 81 bullish, 70 neutral, and 82 bearish.
Recent TSLA coverage spans financial news, market movers and technology.
What's driving TSLA
Downward pressure from potential policy and political risks.
AlphAI scores every news story that mentions TSLA with an AI model for sentiment and relevance, and aggregates insider trades from Tesla, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Data center stocks fell, while clean-energy shares rose after Democrats won both the Senate and House in US midterms. Core Scientific and Iren dropped, while First Solar and Sunrun gained. Analysts expect increased scrutiny on AI and data centers, and continued support for renewables. Tesla and SpaceX shares also declined.
Tesla (TSLA) reported $28.0 billion in Q3 2026 sales, matching the prior year. Management highlighted strong demand for its energy storage business, with Megapacks nearly sold out for 2027. Energy storage revenue grew 26.6% in 2025, contributing $12.8 billion, or 13.5% of total sales. The stock trades at 12.5x revenue, down 18.7% from its 52-week high. Q3 2026 energy gross margin rose to 33.1%, driven by tariff refunds and reimbursed warranty costs.
ETFs bought $263.0 million of Tesla (TSLA) on Nov. 2, with 41 ETFs adding shares and 23 reducing. QQQ, SPY, and IVV were the largest buyers. TSLA's trailing-12-month revenue is $103.57 billion, with a P/E of 438.39. The stock is down 11.39% year to date.
Third-quarter earnings overall beat estimates, with S&P 500 profits up 25% for the third straight quarter. Big Tech companies like Alphabet, Amazon, and Microsoft underperformed, raising concerns about AI investments. The broader market showed resilience, with value stocks outperforming growth. Alphabet and Amazon shares fell after missing revenue expectations. The Magnificent Seven's earnings growth slowed to 29%, while the rest of the S&P 500 grew 33.6%.
Elon Musk, CEO of Tesla and SpaceX, spent $445M supporting Republican candidates, including Trump allies, but saw Democrats win control of Congress. Musk joked about his failed efforts. Tesla and SpaceX shares fell 3.5% and 3.6% in premarket trading, respectively, amid concerns over potential regulatory scrutiny.
Used EV prices rose 9.8% YoY, surpassing gas cars at $32,533 avg. price. Audi, Toyota, Lexus, and Honda models outsell Tesla in used market turnover. Tesla's Model S, X, and 3 saw price gains of 22.5%, 18%, and 15.4% respectively. Large EVs like Cadillac Escalade IQ and GMC Sierra EV sell slower.
Tesla (TSLA) stock fell 4.5% in pre-market trading to $380.55 following early U.S. midterm election results suggesting a Democratic victory, which investors view as a risk to Elon Musk's business interests. Concerns include increased regulatory scrutiny, potential investigations, and uncertainty over a possible Tesla-SpaceX merger. Analysts note the merger could dilute Tesla shareholders and give Musk disproportionate voting control.
Tesla (TSLA) released software update 2026.38.6, adding Latvian language support and fixing daylight saving time bugs. The update is in wide release for non-FSD vehicles in North America and Europe, with more users in Europe receiving it. Grok is now out of beta. Release notes remain unchanged from the previous update.
Tesla (TSLA) and SpaceX shares fell 4.4% and 5.2% respectively in overnight futures trading as Democratic gains in U.S. elections raised concerns about regulatory scrutiny. According to Politico, Democratic lawmakers plan to investigate Elon Musk's companies, focusing on his role in the Department of Government Efficiency (DOGE) and his political donations. Musk has warned of potential consequences if Democrats gain control of Congress.
Tesla plans to introduce aluminum-based technologies in its Model 3 and next-gen Roadster. The Model 3 may feature fewer electronic components and cost reductions. The Roadster, targeting 2028 production, will use aluminum battery cell cans and an aluminum underbody protection plate to reduce weight and enhance performance. These changes highlight aluminum's growing role in EV manufacturing.