Tesla is an electric-vehicle, energy-storage, autonomous-driving, robotics, and AI company. The stock thesis balances weakening auto margins and EV competition against Energy growth, FSD/robotaxi optionality, Cybercab, Optimus, and long-term platform economics.
Tesla Inc. (TSLA) Stock Price & Market Analysis
TSLA · NASDAQ · Auto - Manufacturers
Last confirmed priceDelayed
$370.59
▲ +$16.48(+4.65%)4:00 PM ET - vs previous closeQuote as of Oct 2, 2026, 4:00 PM EDT
Regular-session close · Oct 2, 2026, 4:00 PM EDT.
Yahoo Finance · delayed, minutes not stated · as of Oct 2, 2026, 4:00 PM EDT · last confirmed
Last session74%
$359.41L Oct 2 '26$374.60H Oct 2 '26
52-week range36%
$297.38L Jul 29 '26$498.83H Dec 22 '25
Long-term rangesAvailable historyHide
Available history(2010-06-29)74%
$0.9987L Jul 7 '10$498.83H Dec 22 '25
Price history: 2010-06-29–2026-10-02. Earlier trading may not be included. Highs and lows use intraday prices when available, otherwise closing prices. The 52-week range is reported separately by Yahoo Finance.
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Last available data
Updated market data is temporarily unavailable. The figures shown are from the last available update, dated . Prices are not real time. Check each figure’s date and reporting period.
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Reported fundamentals
TSLA financial overview
Annual revenue
USD 94.83B
Sales for the fiscal year ended Dec 31, 2025. This is not trailing twelve-month revenue.
Revenue change
-2.9%
Change versus the fiscal year ended Dec 31, 2024.
Net profit margin
4.0%
Net income divided by revenue for the fiscal year ended Dec 31, 2025. This is not the trailing margin.
These reported results describe the business’s recent scale and profitability. Compare cash generation and valuation before forming an investment view; historical growth is not a forecast.
Company · Profile
About Tesla Inc. (TSLA)
Sector, leadership, and how Tesla Inc. earns its revenue.
Consumer Cyclical
Company · Profile
About Tesla Inc. (TSLA)
Sector, leadership, and how Tesla Inc. earns its revenue.
Tesla Inc.
NASDAQ · TSLA · US
Company overview.
- Sector
- Consumer Cyclical
- Industry
- Auto - Manufacturers
- Headquarters
- Austin, Texas
- Country
- US
- Founded
- 2003
- Employees
- 134,785
- CEO
- Elon Musk
- Exchange
- NASDAQ
How Tesla Inc. makes money
Auto
EV demand and margins remain the near-term anchor
Deliveries, pricing, regional share, and gross margin decide whether Tesla core auto business can fund the broader AI and autonomy thesis.
Energy
Storage is no longer a side business
Tesla Energy’s storage revenue and margins could offset some pressure in autos if deployment keeps scaling.
Autonomy
Robotaxi and FSD drive the premium multiple
Tesla valuation still embeds meaningful upside from self-driving, Cybercab, software revenue, and fleet utilization, but proof has to arrive in real deployments.
Optionality
Optimus and Semi add long-duration upside
Robotics and commercial transport are important narrative assets, though investors should separate prototype progress from revenue contribution.
Key takeaways for TSLA
TSLA is now a multi-thesis stock: autos, energy, autonomy, robotics, and AI hardware all compete for investor attention.
The bull case requires robotaxi/FSD progress and Energy scaling to offset EV margin pressure.
The bear case is that Tesla remains valued like an AI platform while the current business behaves like a competitive automaker.
Business model & operating evidence
AI business exposure
- Revenue exposure
- AI-specific revenue is not separated in the available company statements.
- Capital-spending dependency
- No reviewed quantitative dependency model is available.
- Compute role
- See the sourced business description; AI labels do not establish compute revenue.
- Platform examples
- An exhaustive, consistently defined product inventory is unavailable.
- Ecosystem links
- Supplier and customer links require reviewed disclosures.
Narrative versus numbers
Demand is expanding
Supporting observation: 25.5%
Year-over-year growth in the latest quarter. This differs from the fiscal-year revenue change shown above. · SEC Companyfacts · 2026-06-30
Growth produces accounting profit
Supporting observation: 3.7%
Reported-period net margin. A positive figure supports accounting profitability, not cash generation. · SEC Companyfacts · 2026-10-03T12:51:58.022Z
The business generates cash after investment
Contradicting observation: USD -1.09B
Latest reported free cash flow. It is not a forecast and may cover a different period from the fiscal-year figures above. · SEC Companyfacts · 2026-06-30
These are explicit tests of individual claims, not an overall bull/bear rating. Demand growth can coexist with valuation, concentration and financing risk.
Operating measures
- Revenue
- $28.24Bquarter ended Jun 30, 2026
- Gross margin
- 16.8%quarter ended Jun 30, 2026
- Operating margin
- 1.4%quarter ended Jun 30, 2026
- EPS
- $0.32quarter ended Jun 30, 2026
- Capital expenditure
- $5.79Bquarter ended Jun 30, 2026
- Free cash flow
- -$1.09Bquarter ended Jun 30, 2026
- Free cash flow margin
- -3.9%quarter ended Jun 30, 2026
- Operating cash / net income
- 4.22×quarter ended Jun 30, 2026
- Revenue growth year over year
- 25.5%quarter ended Jun 30, 2026
Leadership
Chief executive officerElon Musk →
Source: TECHi curated profile
Ownership filings and insider activityCompetitors & comparisons
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Governance & sustainability
All data sources
Search the dated figures used for this view. Each entry identifies its units, reporting period and calculation status.
Research tools
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Next open: 2026-10-05 · 9:30 AM America/New_York
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