Tesla (TSLA) Stock Overview
Designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
TSLA Community Fair Values
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Analyst Price Targets
Top Community Narratives
Tesla, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$426.01 |
| 52 Week High | US$498.83 |
| 52 Week Low | US$273.21 |
| Beta | 1.79 |
| 1 Month Change | 9.94% |
| 3 Month Change | 3.45% |
| 1 Year Change | 25.54% |
| 3 Year Change | 120.54% |
| 5 Year Change | 104.41% |
| Change since IPO | 26,648.23% |
Recent News & Updates
Narrative Update • May 12
TSLA: Autonomous And AI Platforms Will Drive Long-Term Equity Repricing
Analysts have made only modest tweaks to Tesla's discount rate and growth assumptions, but a sharp reset in expected profit margin and a much higher assumed future P/E now sit behind the updated $600 price target. Analyst Commentary Recent research on Tesla shows a wide range of opinions, but there is a clear group of bullish analysts who see meaningful upside potential tied to execution in autonomy, AI and the core vehicle and energy businesses.Seeking Alpha • May 11
Tesla's Invisible Moat: The Most Elegant Physical AI Training Program Ever Built
Summary Tesla has approximately 4 million FSD-enabled vehicles on the road today, and the fleet is collectively driving an estimated 30–40 million miles on FSD every single day. Every Tesla sold adds another data-generating node to the network, making the training dataset richer and more diverse across every climate, road type, and driving culture on earth. Terafab is a $20–25 billion joint venture designed to become the largest semiconductor fabrication facility ever built, targeting one terawatt of AI compute annually. Fully unsupervised, credible estimates put Tesla’s Robotaxi cost somewhere between $0.20 and $0.40 per mile at scale, making personal car ownership economically irrational for much of the population. Tesla anticipates hitting a hard supply ceiling within three to four years if the company doesn't manufacture chips itself, specifically regarding memory bandwidth for AI models. Read the full article on Seeking Alpha
Narrative Update • Apr 28
TSLA: Autonomy And Safety Set To Pressure Rich Future Earnings Multiple
Tesla's analyst fair value estimate has shifted from about $118.61 to roughly $175.78. Analysts point to mixed but generally constructive updates on price targets, as well as ongoing debates over autonomy, AI progress, and Q1 execution as key drivers of the change.Recent updates
Narrative Update • May 12
TSLA: Autonomous And AI Platforms Will Drive Long-Term Equity Repricing
Analysts have made only modest tweaks to Tesla's discount rate and growth assumptions, but a sharp reset in expected profit margin and a much higher assumed future P/E now sit behind the updated $600 price target. Analyst Commentary Recent research on Tesla shows a wide range of opinions, but there is a clear group of bullish analysts who see meaningful upside potential tied to execution in autonomy, AI and the core vehicle and energy businesses.Seeking Alpha • May 11
Tesla's Invisible Moat: The Most Elegant Physical AI Training Program Ever Built
Summary Tesla has approximately 4 million FSD-enabled vehicles on the road today, and the fleet is collectively driving an estimated 30–40 million miles on FSD every single day. Every Tesla sold adds another data-generating node to the network, making the training dataset richer and more diverse across every climate, road type, and driving culture on earth. Terafab is a $20–25 billion joint venture designed to become the largest semiconductor fabrication facility ever built, targeting one terawatt of AI compute annually. Fully unsupervised, credible estimates put Tesla’s Robotaxi cost somewhere between $0.20 and $0.40 per mile at scale, making personal car ownership economically irrational for much of the population. Tesla anticipates hitting a hard supply ceiling within three to four years if the company doesn't manufacture chips itself, specifically regarding memory bandwidth for AI models. Read the full article on Seeking AlphaNarrative Update • Apr 28
TSLA: Autonomy And Safety Set To Pressure Rich Future Earnings Multiple
Tesla's analyst fair value estimate has shifted from about $118.61 to roughly $175.78. Analysts point to mixed but generally constructive updates on price targets, as well as ongoing debates over autonomy, AI progress, and Q1 execution as key drivers of the change.
Narrative Update • Apr 14
TSLA: AI And Energy Expansion Will Offset Autonomy Execution Concerns
Analysts have nudged their Tesla price target slightly lower to about $415 from roughly $421, reflecting recent target cuts across the Street and updated views on growth, profitability and the valuation multiple applied to future earnings. Analyst Commentary Street research on Tesla currently shows a split view, with some price targets moving higher and others shifting lower, as analysts recalibrate for execution risks, capital needs and the value investors may be assigning to new AI and energy opportunities.
New Narrative • Mar 31
Is Tesla a Stock or a Call Option? - A valuation nightmare!
TLDR Tesla is not being valued like a car company , but like a bundle of future bets sitting on top of a real operating business. The real upside the market is paying for is Robotaxi, Optimus / Physical AI, and Elon Musk premium.Narrative Update • Mar 30
TSLA: AI And Energy Expansion Will Outweigh Autonomy And Auto Execution Risks
Tesla's updated analyst price target edges slightly lower to about $421 from $422, as analysts factor in more tempered revenue growth and profit margin assumptions, partially offset by higher long term P/E expectations and mixed views on robotaxi, energy and AI execution. Analyst Commentary Recent research on Tesla reflects a wide range of expectations around valuation, execution in new business lines, and the durability of its competitive position in autonomous driving and energy.
New Narrative • Mar 28
The academically fascinating Tesla
Paraphrasing Charlie Munger, I would neither buy nor short Tesla, Inc. at present.Narrative Update • Mar 16
TSLA: AI And Energy Bets Will Confront Auto And Autonomy Execution Risks
Narrative Update: Tesla The updated analyst price target for Tesla shifts slightly to about $422, as analysts factor in modest adjustments to revenue growth, profit margin assumptions, and a somewhat higher discount rate. This comes alongside mixed but generally constructive research that highlights Tesla's role in autonomous driving and energy, while acknowledging execution and cost risks.New Narrative • Mar 07
Tesla will achieve a 392% PE ratio increase according to recent forecasts
Tesla (TSLA) Investment Narrative Tesla is one of the most prominent companies in the global transition toward electric vehicles and sustainable energy. The company designs and manufactures electric vehicles, battery storage systems, and solar energy products.Narrative Update • Mar 02
TSLA: Energy And Physical AI Expansion Will Reshape Long-Term Equity Story
Analysts kept their Tesla fair value estimate unchanged at $600, while adjusting assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect a wider spread of recent price target changes and an increasing focus on the potential contribution from the Energy and AI businesses. Analyst Commentary Recent Street research around Tesla shows a wide spread of opinions, but there is a clear cluster of bullish analysts who see upside tied to execution in Energy and AI, as well as to progress in autonomous driving and robotics.New Narrative • Feb 21
The Transition From Automaker To AI Behemoth Is Underway, But Priced In
Summary Tesla is actively transitioning its core business from automotive sales to real-world AI, including autonomous driving and humanoid robots. Robotaxi testing is progressing well, with plans to remove safety monitors and expand to seven new US cities in early 2026.New Narrative • Feb 21
Tesla's Revenue to Soar 16% as Fair Value Hits 391.81 in Five Years
TESLA INC. NASDAQ: TSLA The Most Controversial Bet in Investing An Equity Narrative for Simply Wall St | February 2026 1.Narrative Update • Feb 16
TSLA: AI And Energy Bets Will Test Weak Auto Fundamentals
Analysts have nudged their Tesla fair value estimate slightly higher to $421.73, reflecting updated views on revenue growth, profit margins, and Tesla's potential in areas like full self driving, physical AI, and energy, even as individual price targets across the Street have moved both up and down in recent weeks. Analyst Commentary Recent Street research around Tesla shows a wide range of views, with some firms lifting price targets and others trimming them.Narrative Update • Feb 02
TSLA: AI And Autonomy Bets Will Test Weak Auto Fundamentals
Analysts have nudged their Tesla price targets higher to around US$419 from about US$391, reflecting updated models that apply a richer future P/E assumption, even as they factor in more conservative revenue growth and profit margin expectations, alongside a slightly lower discount rate. Analyst Commentary Recent research on Tesla shows a wide spread of opinions, even as many firms revisit their price targets and long term assumptions.
Narrative Update • Jan 29
The "Physical AI" Pivot is Now Obvious and Irreversible
For years, the debate has raged: Is Tesla a car company or a tech company? The Q4 2025 results didn't just answer that with words; they answered it with structural action.Narrative Update • Jan 19
TSLA: Autonomy And Robotaxi Progress Will Reshape Long-Term Equity Story
Analysts have nudged their Tesla price targets higher by aligning models with slightly lower discount rates, marginally firmer revenue growth and profit margin assumptions, and a modestly reduced future P/E multiple. Recent research highlights both upside tied to full self driving and robotaxi potential, as well as ongoing concerns about auto fundamentals and execution risk.Narrative Update • Jan 05
TSLA: AI And Robotics Ambitions Will Reshape Long-Term Equity Story
Analysts have raised their Tesla fair value estimate from $500 to $600. They point to updated assumptions for higher revenue growth, wider profit margins, and a lower future P/E multiple, even as recent research still highlights risks around delivery trends, spending plans, and governance.Narrative Update • Dec 15
TSLA: AI And Autonomy Focus Will Deepen Risks From Weakening Core Demand
Analysts have modestly trimmed their Tesla price target to approximately $391 per share, reflecting slightly higher discount rates and marginally lower long term growth and margin assumptions, even as they continue to see meaningful upside from AI, autonomy and energy storage over time. Analyst Commentary Recent Street research on Tesla reflects a wide dispersion of views, with some firms leaning into the company’s AI and robotics optionality while others remain focused on execution risk in the core auto and capital intensity of the growth agenda.Narrative Update • Dec 01
TSLA: Leadership Moves And Delivery Trends Will Define Upside Versus Mounting Execution Risks
Analysts have modestly increased their price target for Tesla, citing sustained revenue growth expectations and stabilization in electric vehicle deliveries. This comes despite continued concerns over margin pressure and rising capital expenditures.Narrative Update • Nov 17
TSLA: Mixed Delivery Trends And Execution Risks Will Shape Outlook Amid Leadership Uncertainty
Tesla’s analyst price target has increased modestly to approximately $392.93, up about $1.61. Analysts point to stabilizing delivery volumes and a slightly stronger revenue growth outlook, partially offset by narrower profit margins.Narrative Update • Nov 03
TSLA: Shareholder Pay Vote And Leadership Uncertainty Will Undermine Near-Term Performance
Analysts have increased their fair value estimate for Tesla to about $391 from $367 per share, citing slightly improved revenue growth and profit margin expectations. Recent Street research points to delivery stabilization, record Q3 results, and continued optimism around new products despite ongoing earnings variability.Narrative Update • Oct 20
Autonomous Ride-Hailing, Energy Storage And AI Will Shape Future Markets
Tesla's analyst price target has been raised from $350.50 to $366.77 as analysts weigh continued optimism around the company's AI ventures and robotics pipeline. However, they cite moderating growth assumptions and increased industry competition.Narrative Update • Oct 06
Autonomous Ride-Hailing, Energy Storage And AI Will Shape Future Markets
Tesla's analyst price target has increased from approximately $331.58 to $350.50, a rise of nearly $19. This change reflects analysts' optimism after stronger-than-expected Q3 vehicle deliveries, as well as expectations for improving profit margins and new model momentum.Analysis Article • Sep 27
Tesla, Inc.'s (NASDAQ:TSLA) 26% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Tesla, Inc. ( NASDAQ:TSLA ) shares have been powering on, with a gain of 26% in the last...Narrative Update • Sep 21
Autonomous Ride-Hailing, Energy Storage And AI Will Shape Future Markets
Analysts have raised Tesla’s price target to $331.58, reflecting renewed optimism around Q3–Q4 deliveries, autonomy and robotics growth potential, and successful product rollouts like Robotaxi and FSD, despite near-term margin concerns and mixed views on demand sustainability. Analyst Commentary Bullish analysts highlighted growing confidence in Tesla's Q3 and Q4 delivery volumes, citing upwardly revised estimates, particularly on the back of global survey data and new product/capacity developments, with expectations for long-term earnings growth from autonomy and robotics businesses.Narrative Update • Sep 15
Tesla’s Nvidia Moment – The AI & Robotics Inflection Point
Wow, that was fast. The market is catching on quicker than I expected.Narrative Update • Sep 12
Tesla’s Nvidia Moment – The AI & Robotics Inflection Point
The Market is Finally Waking Up to Tesla Tesla has officially hit my previous fair value target of $360, and after digging into their recent progress, I’m convinced the stock is heading towards $400 by the end of the year. The story here is simple: they are executing incredibly well on all the things that matter for long-term growth.Narrative Update • Sep 06
Autonomous Ride-Hailing, Energy Storage And AI Will Shape Future Markets
Tesla’s consensus price target has increased modestly to $310.53, driven by optimism around Musk’s new incentive package and anticipated growth in autonomous, robotaxi, and robotics initiatives, though concerns remain over execution challenges and EV demand headwinds. Analyst Commentary Bullish analysts see the new long-term incentive package for Elon Musk as a catalyst to boost investor sentiment, incentivize sustained leadership, and align Musk’s interests with shareholders, particularly as autonomous driving and robotics come to the forefront.Analysis Article • Jul 02
Weekly Picks: 💸 SUN's Insurance Dividends, NCH2's Hydrogen Exposure, and TSLA's Robotic Inflection Point
Why Suncorp’s insurance-only pivot gives it room to grow revenues, why Thyssenkrupp Nucera can leverage its unique position for green hydrogen adoption, and why Tesla is reaching an AI and robotics inflection point
New Narrative • May 02
Tesla’s Nvidia Moment – The AI & Robotics Inflection Point
AI & Automation – Tesla’s AI advancements, driven by Dojo, position the company as a major AI player. Musk noted that Tesla’s Cortex One training cluster, alongside Dojo, is scaling rapidly, with overSeeking Alpha • Apr 27
Tesla's Poor Earnings Reaffirms Our Top Short Pick
Summary Tesla's Q1 2025 results show a 20% decline in automotive revenues, with net GAAP income at $0.12/share, leading to a P/E of over 400x. Production and deliveries fell significantly, with a 16% YoY decline in production and a 13% drop in deliveries, indicating weak demand. Tesla's lack of technological differentiation and increased competition in FSD and energy storage sectors undermine its long-term growth prospects. With a P/E ratio far exceeding competitors and no clear path to revenue in key areas, Tesla remains our top short pick for 2025. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Tesla Q1 Preview: Expecting Near Record Revenues
Summary Despite a 40% YTD drop, I remain bullish on Tesla due to its diversified revenue streams and potential regulatory tailwinds. Tesla's Q1 delivery miss is minimal in the long run, with the company benefiting from a transforming auto industry and stronger non-auto revenues. Valuation suggests a 35.24% upside, projecting a share price of $325, driven by robust growth in Tesla's energy and autonomous driving sectors. Musk's involvement in DOGE is a concern, but Tesla's strong foundation and diversified revenue base make it a strong buy. Read the full article on Seeking AlphaSeeking Alpha • Apr 14
Tesla: Even More Bad News
Summary Tesla, Inc.'s stock price has plummeted over 45% since mid-December 2024, and I maintain a 'strong sell' rating due to further downside potential. Tesla is losing market share in both the U.S. and Europe, with declining sales in a growing EV market, which signifies losing market share. The U.S.-China trade war and tariffs risk is increasing Tesla's production costs and affecting its business operations, particularly in China. TSLA stock's valuation remains excessively high at ~46x forward-looking EV/EBITDA. Tesla doesn't deserve such a high valuation. Despite a substantial stock price fall, it remains overvalued and far from cheap. Read the full article on Seeking AlphaSeeking Alpha • Apr 06
Autonomous Driving And Retail Trader Buying Won't Steer Tesla's Stock Price
Summary I strongly disagree with Cathie Wood's 10X Tesla prediction: despite a recent decline to $217 and bounce to $280, I maintain a strong sell rating on TSLA stock. I believe autonomous driving won't significantly add to TSLA's value; the field is competitive and may end up as a standard feature rather than a profitable service. Retail traders ploughing in to "buy the dip" is a contrarian indicator. Overall, major tech stocks have performed poorly recently, and this may weigh on TSLA's elevated P/E. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Robotaxis, AI, And Broken Promises: Is Tesla Still Worth The Hype In 2025
Summary Tesla’s valuation remains extremely high relative to fundamentals, with forward earnings multiples outpacing its slowing growth and shrinking margins. Market sentiment and hype still heavily influence the stock, despite weak EPS and automotive revenue contraction. Deferred FSD revenue and limited Robotaxi rollout show promise, but currently lack meaningful financial impact. Energy storage growth is impressive, but it remains a small part of total revenue with unclear long-term margins. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Inside Tesla's Multi-Layered Growth Story
Summary Tesla generated $97.7 billion in 2024 revenue, but automotive sales declined 6% while energy revenue surged 67%. Automotive gross margin compressed to 17.9% as price cuts weighed on profitability despite record-low vehicle production costs. Tesla's FSD platform surpassed three billion miles, yet monetization remains limited due to regulatory constraints and rollout delays. Valuation sits at 93x forward P/E and 7x EV/Sales, supported by AI, energy, and autonomy-driven growth potential. Read the full article on Seeking AlphaNew Narrative • Mar 20
Elon Musk is a scam
It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon . Tesla has been sitting on the biggeSeeking Alpha • Mar 16
Tesla: Sell The Dip Before Things Get Worse
Summary Tesla's stock remains highly overpriced and risky despite a 41% YTD drop, making it a speculative investment with potential further downside. Tesla's competitive advantage has eroded, with stagnant deliveries, flat revenues, and declining operating margins, unlike its growing competitors like BYD. Furthermore, Musk's involvement in U.S. politics has made him very unpopular across the world, hurting Tesla's sales. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
Tesla: Were We Wrong? An Important Update (Technical Analysis)
Summary We initially projected a pullback in Tesla to $302-$315, but prices extended lower, thereby completing a larger correction sooner than later. We share important price levels in the TSLA chart structure, and indicators that are flashing bullish at the moment. We use a probabilistic approach in our methodology for TSLA and like stocks. Let us show you how that works. Read the full article on Seeking AlphaSeeking Alpha • Mar 03
Elon Musk Has Become A Liability For Tesla
Summary Tesla's stock is down significantly in 2025, with shares underperforming the S&P 500, due to overvaluation and Elon Musk's controversial political involvement. Despite improved financials in 2024, Tesla's shares remain overpriced, with diminishing market share and increasing competition in the electric vehicle sector. Elon Musk's political actions, particularly his support for far-right causes, are alienating customers in Europe, negatively impacting Tesla's sales and reputation. I maintain a 'strong sell' rating for Tesla, predicting it will have the worst performance among the Magnificent 7 tech stocks by the end of 2025. Read the full article on Seeking AlphaNew Narrative • Feb 25
Elon Musk’s Vision Will Propel Tesla to New Heights
Cybertruck: This highly anticipated electric pickup truck is expected to hit the market soon. Its unique design and features could attract a new segment of customers.Seeking Alpha • Feb 24
Tesla: Prepare For The Worst
Summary The latest developments are not giving reasons for optimism to Tesla, Inc.’s shareholders. TSLA stock is still detached from reality at the current valuation. We continue to believe that Tesla remains a SELL in the current environment. Read the full article on Seeking AlphaShareholder Returns
| TSLA | US Auto | US Market | |
|---|---|---|---|
| 7D | 0.9% | 1.0% | 1.0% |
| 1Y | 25.5% | 23.7% | 28.7% |
Return vs Industry: TSLA exceeded the US Auto industry which returned 23.7% over the past year.
Return vs Market: TSLA underperformed the US Market which returned 28.7% over the past year.
Price Volatility
| TSLA volatility | |
|---|---|
| TSLA Average Weekly Movement | 5.8% |
| Auto Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: TSLA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: TSLA's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2003 | 134,785 | Elon Musk | www.tesla.com |
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive; and Energy Generation and Storage. The company offers electric vehicles, as well as sells automotive regulatory credits; and non-warranty maintenance services and collision, automotive insurance services, as well as part sales and retail merchandise sale.
Tesla, Inc. Fundamentals Summary
| TSLA fundamental statistics | |
|---|---|
| Market cap | US$1.57t |
| Earnings (TTM) | US$3.86b |
| Revenue (TTM) | US$97.88b |
414.3x
P/E Ratio16.3x
P/S RatioIs TSLA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TSLA income statement (TTM) | |
|---|---|
| Revenue | US$97.88b |
| Cost of Revenue | US$79.22b |
| Gross Profit | US$18.66b |
| Other Expenses | US$14.80b |
| Earnings | US$3.86b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.03 |
| Gross Margin | 19.07% |
| Net Profit Margin | 3.95% |
| Debt/Equity Ratio | 10.6% |
How did TSLA perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/22 09:52 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Tesla, Inc. is covered by 86 analysts. 45 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| William Selesky | Argus Research Company |
| Theodore O'Neill | Ascendiant Capital Markets LLC |
| Benjamin Kallo | Baird |