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Tesla, Inc.

TSLA · Nasdaq

Symbol: TSLA
Type: Stock
Sector: Industrials
Industry: Motor Vehicles & Passenger Car Bodies
Exchange: Nasdaq

Tesla is a vertically integrated sustainable energy company that also aims to transition the world to electric mobility by making electric vehicles. The company sells solar panels and solar roofs for energy generation plus batteries for stationary storage for residential and commercial properties including utilities. Tesla has multiple vehicles in its fleet, which include luxury and midsize sedans and crossover SUVs. The company also plans to begin selling more affordable sedans and small SUVs, a light truck, a semi truck, and a sports car. Global deliveries in 2021 were a little over 936,000 units.

Key Issues

Bullish view

Cybercab, robotaxi services and Optimus could expand Tesla beyond vehicle sales into higher-value software, mobility and robotics businesses. Coverage explicitly frames the investment debate around whether investors are valuing earnings or the company’s robots.

Bearish view

The current financial evidence shows FY2025 revenue falling to $94.8 billion from $97.7 billion and net income dropping to $3.8 billion from $7.1 billion. Without demonstrated scale in robotaxi or Optimus, the valuation case remains dependent on uncertain future execution.

Analyst Consensus

See all

Hold

32 analysts

$359

Current

—

Low

$400

Average

—

High

Average target implies +11.43% versus the current price.

Earnings History

BeatMissNo estimate

Peers

Analyst Consensus

Hold

32 analysts

$359

Current

—

Low

$400

Average

—

High

Average target implies +11.43% versus the current price.

Analyst Ratings Synthesis

The supplied consensus is Hold from 32 analysts, with a mean target of $400; the low and high targets are unavailable, so neither target clustering nor the width of the spread can be measured. The evidence identifies no named analyst as the most or least bullish, and it provides no attributable rating or target revisions during the past week. Commentary shows the substantive disagreement: Trefis asks whether Tesla is priced on current earnings or future robots, while other coverage weighs Cybercab and robotaxi upside against execution, safety concerns and weakness in China. The FY2025 decline in revenue and net income gives the cautious case a current operating anchor, while Optimus, Cybercab, robotaxi and energy initiatives support the more constructive long-term view.