Companies/Consumer Discretionary/Automobiles, EV charging and grid-scale energy storage

Tesla

374.96▼ 0.57%Pooled price · full market data →

What matters nowUpdated 9 h ago

  • Tesla renamed Full Self-Driving (Supervised) to 'Tesla Assisted Driving' on its European websites on October 8, after Germany's transport ministry said the old name was misleading 1. The EU Technical Committee held no vote on October 6, so the earliest EU-wide decision is December 2.
  • TSLA printed 375.335 on a pooled 24/7 venue price (not an official close) at 11:51 UTC on October 13, 2026, down 0.47% from a 377.12 previous close. The stock rose 4.43% on October 2 after Q3 deliveries beat consensus 3, and fell 5.82% on September 4 after the Cybercab launch event underwhelmed investors and NHTSA opened an audit of how Tesla certified the vehicle 4.
  • On trailing fundamentals to June 30, 2026, Tesla reported $103.6B in revenue, up 11.8% year on year, a 3.7% net margin and EPS of $1.08, down 35.7% year on year, with the stock at a 347.5x P/E and a $1.48T market cap. Q3 deliveries of 486,532 beat the 461,974 company-compiled consensus, while storage deployments of 13.7 GWh fell short of the 14.2 GWh record set in Q4 2025 3.
  • Tesla secured $30B in new credit facilities on September 29, including a $20B three-year delayed-draw term loan, and said it does not plan to draw on them this year given at least $25B of planned 2026 capex 5. Insiders sold 34,620 shares worth $13.3M over the last 180 days and bought none.
  • Next up are the September CPI release on October 14 at 12:30 UTC, the Roadster second-generation unveil at McGregor, Texas on October 15 at 16:00 UTC, where Tesla has not published pricing or specs, and Q3 2026 earnings after the close on October 21 with a 4:30 p.m. CT webcast 6. Polymarket puts a 23.5% chance on TSLA hitting $420 in October and 10.5% on $435.

Tesla designs, manufactures and sells electric vehicles and energy storage systems, and operates a global charging network. Its FY2025 10-K reports total revenue of $94.8 billion, split across an automotive segment (73% of revenue), energy generation and storage (13%) and services and other (13%). Investors increasingly price the company on robotaxi, humanoid robot and AI plans in addition to the car and energy business.

How it makes money

Tesla earns most of its revenue from selling vehicles (automotive sales, regulatory credits and leasing). Energy generation and storage sales (Megapack, Powerwall, solar) come second, and services and other (service, charging, used vehicles, insurance and software) third. Its strategy is to add higher-margin software and autonomy revenue (FSD subscriptions, robotaxi) and new products (Cybercab, Optimus, Semi) on top of the car and energy base.

Last 12 monthsChart & venues →

302.64374.61446.57Tesla Q3 2026 deliveries 486,532 beat 461,974 consensus; storage 13.7 GWh1Tesla sets Q3 2026 results for October 21 after the close, webcast 5:30 p.m. ET2Seven EU countries adopt Dutch FSD approval; EU-wide vote not before December3NHTSA examines Tesla's Cybercab self-certification after the Sept. 3 launch event4Nevada approves robotaxi permits for Tesla, Waymo and Uber in Clark County5NHTSA opens preliminary probe into about 1.2 million Tesla Model 3 and Model Y over suspension6Tesla shares fall 15% on July 23, the biggest one-day drop since March 20257Tesla Q2 2026 revenue $28.2B (+26%) but non-GAAP EPS $0.33 and gross margin 16.8%8Dec 31Mar 13May 23Aug 2Oct 12
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Valuation & fundamentalsFull financials →

Market cap$1.48Tpooled price × shares
Enterprise value$1.47T+ net debt −$7.50B
P/E (TTM)347.2×EPS $1.08
EV / EBITDA150.1×EBITDA $9.81B
P / Sales14.3×EV/Sales 14.2×
P / Book17.0×equity $86.86B
FCF yield0.4%FCF $5.76B
Shareholder yield—div — · buyback —
Revenue (TTM)$103.62B11.8% YoY
Last quarter revenue25.5%growth YoY
EPS growth (TTM)-35.7%last Q -3.0%
Gross margin18.9%operating 4.2%
Net margin3.7%EBITDA 9.5%
ROE4.6%on average equity
Cash$15.22Bdebt $7.72B
Shares out3.95Bdiluted 3.54B

TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →

Biggest businessesAll products & projects →

Latest newsAll news →

CPCA: Tesla sold 95,366 China-made vehicles in September 2026

China's CPCA data, as reported by Newsquawk on October 9, 2026, put Tesla's September sales of China-made vehicles at 95,366.

News

Tesla renames FSD (Supervised) to 'Tesla Assisted Driving' on European websites

Tesla's European websites now call its driver-assistance software 'Tesla Assisted Driving' instead of 'Full Self-Driving (Supervised)'.

Regulation

EU committee holds no FSD vote on Oct 6; Reuters reports Tesla pressed Dutch regulator

The EU Technical Committee on Motor Vehicles did not vote on Tesla's FSD (Supervised) application on October 6, so the next possible decision is December.

Regulation

Tesla Q3 2026 deliveries 486,532 beat 461,974 consensus; storage 13.7 GWh

Tesla delivered 486,532 vehicles in Q3 2026 on production of 464,391, beating the company-compiled consensus of 461,974 by about 5%.

Earnings

Tesla sets Q3 2026 results for October 21 after the close, webcast 5:30 p.m. ET

Tesla's October 2 production and deliveries release fixed the date for its third-quarter 2026 financial results: after market close on Wednesday, October 21, 2026.

Earnings

Musk says Tesla halved AI5 chip memory to 72GB and cut AI6 by a third for Optimus

Elon Musk posted on X on October 1, 2026 that Tesla had cut the RAM on its AI5 chip in half, to 72GB of LPDDR5, and reduced AI6 to 144GB of LPDDR6.

Product