Tesla Stock News

Tesla, Inc. remains a sentiment-driven asset despite strong fundamentals, with my recent trading yielding an 82.5% gain over six months. TSLA's key catalysts—heavy robotics revenues and margin expansion—are years away, suggesting continued volatility in the near term. I am de-risking from AI-momentum names and reallocating capital to lower-beta, fundamental-value opportunities amid macro overva...

Across the world, Tesla Inc. (NASDAQ: TSLA) is counting on renewed growth, based largely on regaining its spot as the number one electric vehicle (EV) company in the world.

Tesla is poised for substantial revenue growth from Cybercab robotaxis and Optimus humanoid robots, with realistic monetization beginning as early as 2026. In a conservative model, TSLA's Cybercab could reach $54 billion in revenue by 2030. Optimus robots, targeting a $30,000 price point, could add $24 billion in 2030 revenue, capturing a significant share of a nascent market.

The ranks of Tesla (TSLA) bulls have shrunk, as Morgan Stanley downgraded its rating on the company. Shares of the electric vehicle maker fell sharply on Monday.

Waymo crossed 450,000 weekly paid rides, according to a letter from investor Tiger Global viewed by CNBC. In April, the Alphabet-owned robotaxi unit hit 250,000 weekly rides.

Tesla stock fell sharply on Monday after Morgan Stanley stepped out of the bull camp, with its new lead analyst arguing that the company's valuation has run ahead of fundamentals. The decline also followed a shift in coverage responsibilities, as longtime Tesla watcher Adam Jonas moved away from autos to focus on “embodied AI.

Yardeni Research has scrapped its long-running overweight stance on the so-called Magnificent 7, warning that the dominance of America's largest technology stocks has reached levels that are difficult to justify even with their strong earnings performance.

Tesla (NASDAQ: TSLA) is facing renewed pressure after Morgan Stanley's Adam Jonas lowered his rating on the stock, shifting it from ‘Overweight' to ‘Equal-weight'.