(TSLA) News Today

Tesla (TSLA) faces a pivotal week as it prepares to unveil the long-awaited next-gen Roadster on Thursday and then its third-quarter (Q3) deliveries a day after. While quarterly delivery report historically serves as the fundamental backbone for the automaker, Wall Street seems to have recalibrated its priorities.

Wall Street remains bullish on Tesla's (NASDAQ: TSLA) long-term outlook as the company ramps up Semi truck production and expands its autonomous driving ambitions.

Tesla is already profitable and could become significantly more so as it scales its robotaxi business. SpaceX has an enormous total addressable market and is the undisputed leader in space travel.

Privately held Zhejiang Geely Holding Group is investing.

Tesla stock has come under pressure in the past few days. After peaking at $384 last week, it pulled back to $372 as investors remained concerned about its business.

Tesla is trading like an AI company, not a carmaker, and one emerging business line will either justify that premium or expose it as fantasy. Here is what the numbers actually say about where the stock goes from here.

Tesla sold almost 500,000 EVs in the third quarter of 2025. Analysts expected a year over year decline in Q3 2026.

The S&P 500 last traded in bear territory during 2022 and 2023, sparking a 75% peak-to-trough decline in Tesla stock. High inflation and rising interest rates could derail the current bull market in the S&P 500, leaving Tesla stock vulnerable to another brutal decline.

Tesla disrupted the global automotive industry, which propelled its revenue over the last decade. The stock's current valuation showcases the market's extreme optimism about the future.

SpaceX is growing faster, but has less revenue than Tesla. Tesla's profitability is slipping.

Over the last eight quarters, Ford Motor consistently generates higher total revenue volume than Tesla, although Tesla demonstrates a much faster rate of top-line expansion. Both companies have displayed notably uneven quarter-over-quarter revenue patterns, featuring multiple distinct periods of sequential contraction followed by strong subsequent rebounds rather than a steady upward trajectory.

Wall Street analysts are divided on what to expect from Tesla's third-quarter deliveries. Investors can estimate a reasonable delivery number based on production estimates and an assumption about inventory days at quarter-end.

JPMorgan Chase predicts rapid sales growth for robotics companies. Tesla's Optimus robot is impressive, but its full potential won't be realized immediately.

E.U. approval of Tesla's full self-driving (unsupervised) software could be a major catalyst. Tesla received a significant Semi truck order.

The latest trading day saw Tesla (TSLA) settling at $372.02, representing a -1.57% change from its previous close.

Tesla Semi deliveries begin this week as PepsiCo, DHL and U.S. Foods take the stage at the Nevada plant event unveiling the electric truck's future.

On Sept. 25, 2026, analysts weighed in, with BNP Paribas cutting its price target to $268, keeping investor focus on near-term earnings expectations.

Tesla stock is in focus with this butterfly spread options trade. It's an income-oriented strategy with an attractive risk-reward profile.

Tesla and SpaceX CEO Elon Musk was seated at the head table. So was Nvidia's Jensen Huang, Apple's Tim Cook, and AMD's Lisa Su.

Tesla trades at software valuations while still earning most of its money selling cars, and whether that gap is genius or delusion depends entirely on a handful of product bets that have not paid off yet.

Autonomous trucking represents a compelling opportunity for Tesla, but it's unclear what the company's initial Semi targets look like.

Although Tesla Inc. (NASDAQ: TSLA) stock has fallen 15.55% so far in 2026, trading at $368.74 on September 25, Tom Narayan, a Wall Street analyst at RBC Capital, expects a rally towards its 52-week peak over the next 12 months.

Tesla is finally handing over the first of its all-electric Semi trucks to customers after nearly a decade of delays and refinements to the vehicle, which it first revealed in 2017.

Tesla Inc (NASDAQ:TSLA) has begun high-volume production of its Semi electric truck at a new factory in Sparks, Nevada, targeting annual output of 50,000 vehicles. The company inaugurated the factory on Thursday evening, marking Tesla's first facility dedicated to manufacturing the heavy-duty electric truck after production began at the site in late April.

Zacks.com users have recently been watching Tesla (TSLA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Nvidia is building the technology stack to support a wide range of robots. Tesla's Optimus robots could find a huge market, but the adoption and growth path for the devices is harder to predict.

An expected European Union vote on allowing Tesla's supervised Full Self-Driving (FSD) system across the bloc has been delayed from ​October, with the next apparent opportunity for a decision ‌not before December, according to an agenda published on the EU's website.

Tesla stock rose 1% on Friday after a nine-year wait for the Semi truck ended.

See all the highlights from the Tesla Semi rollout event, where CEO Elon Musk and Tesla showed off their latest iteration of the Tesla Semi. As the world grapples with rising diesel fuel prices, Tesla touts autonomous EV trucks and announces more details and a release date.

Tesla is set to roll out its Semi trucks late on Thursday at an inauguration of its plant in ​Sparks, Nevada, the EV maker said on its website and ‌social media, almost nine years after CEO Elon Musk unveiled the electric big rigs.

Elon Musk's automaker is set to open its first, heavy-duty truck factory in Sparks, Nevada, on Thursday. The company aims to ramp production of the Semi to high volumes by next year and has promised the trucks will feature a version of Tesla's self-driving systems in the near future.

The Roadster sports car launch may be high profile, but it's not a revenue driver. Optimus development is Tesla's key operational focus for 2026.

Although Elon Musk hasn't indicated it's inevitable, he certainly hasn't ruled the possibility out. Musk-led SpaceX and Tesla are both already working together on multiple fronts.

Tesla's auto sales have struggled in recent years. Two new catalysts could boost sales and return it to growth.

TSLA's record Semi deal boosts commercial momentum, but shrinking margins, heavy spending and a rich valuation keep execution risks in focus.

Tesla shares are down sharply in 2026, yet a surge of catalysts is quietly building beneath the surface that could flip the story entirely before next year ends.

The reintroduction of the heavy-duty, all-electric truck comes at an intriguing time for the industry — but it may not be enough to excite Tesla investors.

I am upgrading Tesla, Inc. to Strong Buy, driven by full self-drive adoption and upcoming regulatory milestones. TSLA's FSD Supervised is already used by 70,000+ European customers, logging over 100 million public kilometers and showing strong safety data. October 6, 2026, EU Technical Committee vote on bloc-wide FSD approval is a critical catalyst for further adoption and revenue growth.

Tesla stock has rebounded in the past few weeks, moving from a low of $297 in August to the current $380. It has rallied as traders buy the recent dip and predict more gains as gasoline prices jump.

Tesla will have product demos for the Cybercab, Semi and new Roadster planned within the span of a month. The stock edged lower Thursday.

Tesla's Full Self-Driving system exceeded speed limits in most 30 km/h zones tested around Brussels, a Belgian road safety group's report found.

Public charging infrastructure is still the primary reason consumers aren't adopting EVs. Tesla's Accordion lowers costs and can be placed in urban and retail lots that were previously difficult.

Tesla's FSD automated-driving system frequently exceeded speed limits and attempted to overtake cyclists on streets where ‌it's prohibited, a road-safety advocacy group said, citing tests it conducted in Belgium.

Compared to earlier this decade and before, Tesla's revenue growth has slowed in the face of higher competition and macroeconomic pressure. The business has a strong industry position thanks to its premium brand and scaled manufacturing capabilities.

Teslas are expensive cars, and the Roadster, which the company will reveal on October 1st, will likely be the its most expensive.

Most Tesla bulls are fixated on the company's AI projects: Robotaxi and Optimus. Tesla's most measurable progress is being made in its self-driving software platform, not AI.

Elon Musk has two companies betting billions on futuristic technologies, but Fitch Ratings is putting more credit behind one than the other.

Elon Musk has had a friendly relationship with China, which has proved advantageous for Tesla.

A sharp rebound in Bitcoin (CRYPTO:$BTC) has lifted the value of Tesla Inc's (NASDAQ:TSLA) long-held stash, while the mechanics behind the crypto rally are raising a more important question for investors: How much of the move can last?

Elon Musk said President Xi Jinping "seems like a great leader" and that Chinese AI models are "generally outstanding."