NASDAQ:TSLAStock Market
Tesla Stock Adds $76 Billion as Autopilot Scrutiny Meets Cybercab Launch
AUSTIN, Texas, Sept. 3, 2026, 7:49 p.m. EDT — Tesla, Inc. closed 5.42% higher at $376.365 on Thursday, a one-session gain worth roughly $76.4…
NASDAQ:TSLA
Tesla Stock Erases Cybercab Rally as NHTSA Audits Certification
AUSTIN, Texas, September 4 at 12:23 p.m. EDT — Tesla's Cybercab rally survived less than a day. Shares of Tesla, Inc. dropped 6.50% to $351.90 after a federal certification audit reached an estimated 1,000…
The launch rally unwound before midday
Tesla price in U.S. dollars. Latest point: .
Source: Nasdaq real-time market data. Extended-hours prints precede the 9:30 a.m. cash open.
Company hubNASDAQ:TSLA
Tesla (TSLA) Stock News & Analysis
Follow the latest Tesla (TSLA) company news, earnings coverage and investor analysis from TechStock².
Save this hub to your TS2 Signalbook account.
- Latest update
- Articles in this hub
- 773
- Last 30 days
- 22
What investors are watching
- Vehicle deliveries and pricing
- Automotive margins
- Autonomy, energy and regulation
All coverage
NASDAQ:TSLA
Tesla session markers
Cash-market closes and the latest after-hours trade; this is not an intraday price trace. As of .
Electric VehiclesNASDAQ:TSLA
Tesla Cybercab Launch Faces Fleet-Scale Test as Shares Hold Near $356
Tesla shares slipped 0.22% to $356.22 after hours on Wednesday. Investors now await Thursday’s Cybercab launch in Austin. The stock’s roughly $1.41 trillion valuation…
TSLA session path
U.S. dollars; premarket excluded. As of .
Source: Nasdaq. Selected one-minute observations; after-hours trading begins after 16:00 ET.Growth arrived with a thinner earnings cushion
Tesla second quarter 2026; year-on-year changes where shown.
Revenue$28.24bn+26%
Vehicle deliveries480,126+25%
Active FSD subscriptions1.48m+56%
Operating margin1.4%4.1% a year earlier
Capital spending$5.79bn+142%
Free cash flow-$1.09bn$146m a year earlier
How much of the autonomy case is already priced?
Price landmarks relative to the latest $356.22 after-hours trade.
Latest trade$356.22
Morgan Stanley target$400.00 · +12.3%
52-week high$498.83 · +40.0%
Sources: Nasdaq for market prices and range; Morgan Stanley note summary for the target. Percentage gaps calculated from $356.22.
Electric VehiclesNASDAQ:TSLA
Tesla Stock Up 0.3% Premarket as Model Y L Suspension Reports Test China Demand
Tesla, Inc. shares rose 0.26% to $357 in premarket trading. Reports of rear-suspension sag on China-built Model Y L vehicles added a fresh service-risk…
TSLA: six closes and the latest premarket print
U.S. dollars per share. The final green point is premarket.
As of . Sources: ChartExchange and StockAnalysis. Delayed premarket data; not a live feed.
Model Y L: manufacturer load envelope
Curb mass2,088 kgVehicle without occupants or cargo
Maximum laden mass2,651 kgOfficial TPMLM
Implied payload563 kgDifference between the two limits
Rear axle maximum1,518 kgManufacturer specification
Curb mass equals 78.8% of maximum laden mass. These limits do not establish the cause or incidence of reported sagging. Source: Tesla owner’s manual, accessed September 2, 2026.
Shanghai output found overseas demand in July
China retail
−32.91% year on year
27,249
Exports
+143.24% year on year
66,330
Vehicles from Tesla’s Shanghai plant. Source: CnEVPost calculations using CPCA data, published August 12, 2026.
Wall Street recommendation split
22 positive16 Strong Buy, 6 Buy
19 Hold41.3% of the sample
5 negative2 Sell, 3 Strong Sell
Consensus target: $390.09; range: $125–$600. Source: S&P Global data via StockAnalysis, updated August 27, 2026.
Electric VehiclesNASDAQ:TSLA
Tesla Shares Slide 3.2% as European FSD Vote Puts $1.4 Trillion Market Cap to the Test
AUSTIN, Texas, September 1, 2026, 16:43 EDT – Tesla shares dropped 3.2% as investors await a key European vote on the automaker's Full Self-Driving…
What Tesla put before European regulators
Company-reported supervised FSD evidence; safety ratios are not independent findings.
4.1×lower crash likelihood claimed versus manual Tesla driving
100m kmpublic-road exposure cited across Europe
>70,000customers in five approved EU countries
>1m km/daycurrent supervised driving claimed in those markets
April 2026Evidence shared with EU member states
September 1Article 39 evidence dashboard made public
October 6Possible vote on wider deployment
Sources: Tesla evidence dashboard; Reuters, September 1, 2026.
TSLA session path: premarket through aftermarket
USD per share · as of
Source: Yahoo Finance market data. Regular close: $356.09; prior close: $367.95; volume: 35.7 million shares.
Tesla's uneven August in Europe
New-vehicle registrations, year-over-year change; bars scaled to the largest move.
France
Denmark
Norway
Spain
Sweden
Source: Reuters, citing national registration bodies; August 2026 versus August 2025.
Why European software approval carries valuation weight
Market value uses the September 1 close and 3.950 billion shares outstanding. Multiples are mechanical, not forecasts.
$1.406tnequity value at $356.09
$28.236bnsecond-quarter revenue
$398msecond-quarter operating income
12.5×market value / annualized Q2 revenue
Auto 72.7%11.1%16.2%
Automotive: $20.516bnEnergy: $3.139bnServices: $4.581bn
Sources: Tesla Q2 2026 Form 10-Q; September 1 market close. Calculations use filed shares outstanding.
Artificial IntelligenceElectric Vehicles
Tesla Stock Jumps 5.5%, Adding $76 Billion as Autopilot Data Tests Autonomy Bet
Tesla Inc. jumped 5.5% on Monday as investors favored autonomy upside over a fresh safety disclosure. The stock closed at $367.95, its strongest finish…
Tesla's six-session close
USD per share · regular-session closes
One-day value gain dwarfs reported cash measures
USD billions · linear scale
Implied equity-value gain
$75.8B
Trailing free cash flow
$5.76B
FSD/connectivity deferred revenue
$4.05B
Equity-value change is derived from the $19.20 share move and 3.9495 billion shares outstanding. Cash-flow and deferred-revenue figures are from Tesla's Q2 update and Form 10-Q.
The autonomy ledger investors must reconcile
Fresh filing104 mphPre-crash speed in report 13781-15200; assistance verified engaged, fault not established.
Regulatory scope3.20MEstimated vehicles covered by NHTSA's visibility-degradation analysis.
Commercial signal55%+North American new-delivery FSD subscription attach rate reported for Q2.
Investment load>$25BTesla's expected 2026 capital spending, driven partly by AI initiatives.
Sources: NHTSA crash reporting, NHTSA EA26002, and Tesla Q2 2026 update.
Artificial IntelligenceNASDAQ:TSLA
Tesla Rises 5% as New Autopilot Crash Report Renews Focus on $1.45 Trillion Valuation
AUSTIN, Texas, August 31, 2026, 15:12 EDT — Tesla shares advanced by nearly 5% on Monday following the release of a federal crash report…
INVESTOR DASHBOARD · TSLA
Tesla Stock Jumps 5.0% as Autopilot Crash Data Tests $1.45 Trillion Valuation
Snapshot: August 31, 2026 · 15:12 EDT
+4.96%
Price
$366.05
Prev. $348.75Market cap
$1.45T
ApproximateForward P/E
183.2x
High expectationTarget
$390.09
+6.6% impliedSafety signal
| Item | Reading |
|---|---|
| Crash report | Fatal, May 2026 |
| ADAS status | Verified engaged |
| Pre-crash speed | 104 mph |
| Causation | Not established |
Business engine
| Q2 metric | Result |
|---|---|
| Revenue | $28.24B, +26% |
| FSD subscriptions | 1.48M, +56% |
| Operating margin | 1.4% |
| Free cash flow | -$1.09B |
Investor bridge
FSD subscription growth can improve recurring software revenue and margins. Safety investigations can delay rollout, add compliance cost and weaken adoption. With the stock valued at roughly 183 times forward earnings, regulatory and execution outcomes have an outsized effect on fair value.
Watch: NHTSA EA26002 updates · supervised FSD miles and interventions · subscription growth · operating-margin conversion.
CommoditiesEnergy
Oil Prices Jump After U.S. Strike; Stocks Slip as Energy Outperforms Broader Market
NEW YORK, August 31, 2026, 15:00 EDT — U.S. equities traded lower late on Monday as oil prices climbed following a U.S. strike on…
U.S. EQUITY DASHBOARD
Oil Surge Pulls Stocks Lower as Energy Defies Broad Selloff
Session snapshot and preceding 60 minutes · August 31, 2026 · 15:00 EDT
S&P 500 proxy
-0.44%
Last hour -0.04%Small caps
-0.84%
Weakest major proxyEnergy
+1.43%
Only clear leaderBreadth
2.18:1
Decliners / advancersIndex tape
| Proxy | Session | Last hour |
|---|---|---|
| SPY | -0.44% | -0.04% |
| QQQ | -0.24% | -0.03% |
| DIA | -0.59% | -0.01% |
| IWM | -0.84% | Flat |
Cross-asset catalyst
| Indicator | Reading |
|---|---|
| WTI crude | $85.51 · +2.5% |
| Brent crude | $90.34 · +2.5% |
| S&P breadth | 158 up / 345 down |
| Main catalyst | U.S. strike near Hormuz |
Leaders
TSLA +4.96% · XOM +2.04% · CVX +1.53%
Laggards
EIX -23.22% · PCG -18.83% · AMZN -2.88%
Investor bridge
A persistent oil shock raises inflation and margin pressure, potentially reducing the Fed’s flexibility. Energy benefits, but broader equity multiples face a discount-rate headwind.
Watch: Hormuz headlines · SPY near $766 · energy relative strength · late breadth · August labor data.
Electric VehiclesNASDAQ:TSLA
Tesla Shares Drop 1.7% Amid $1.09 Trillion Market Cap and 1.4% Operating Margin
Tesla Inc. stock dropped 1.7% on Friday, wiping out approximately $19 billion in market capitalization. The move brought the electric vehicle company's value down…
Tesla investor dashboard
Price premium meets margin pressure
Friday close: -1.71%
TSLA close
$348.75
Aug. 28, 16:00 EDT
Market value
$1.09T
Aug. 28 close
Trailing P/E
323.95×
Google Finance
Trading volume
32.97M
vs. 37.88M average
Quarterly operating profile
Q2 ended June 30, 2026; Tesla shareholder update.
Margin and cash conversion
Free cash flow was -$1.1B, while cash and investments totaled $43.5B.
Wall Street range
| View | Count / target | Signal |
|---|---|---|
| Buy | 11 analysts | Supportive |
| Hold | 14 analysts | Largest group |
| Sell | 3 analysts | Cautious |
| Average target | $385.05 | +10.4% |
| Target range | $130–$505 | Wide dispersion |
Google Finance snapshot, Aug. 28, 2026.
Commercial pressure points
| Cybertruck base trim | $74,990 |
|---|---|
| Premium AWD trim | $84,990 |
| Recent increase | +$5,000 each |
| H1 U.S. Cybertruck sales | 7,263 est. |
| Year-on-year change | -32.2% |
Prices reported Aug. 26; sales estimate from Cox Automotive.
Investor bridge
Tesla lost about $19 billion of market value on Friday. Its balance sheet funds autonomy, robotics and energy expansion, but a 323.95× earnings multiple leaves little room for delays while operating margin sits at 1.4%.
Electric VehiclesNASDAQ:TSLA
Tesla Shares Dip Following Broad China Recall, Affecting Volume Much Larger Than 2026 Unit Sales
Tesla, Inc. stock declined on Monday following the largest recall ever mandated for the company in China. The recall involves 2.98 million vehicles over…
NASDAQ: TSLA · China recall
Cheap fix. Expensive trust test.
Tesla’s 2.98 million-vehicle action equals 11.2× its 2026 China retail sales through July.
Market data: Aug. 24, 2026 · 12:21 EDT
Share price
$356.94
▼ $5.92 · 1.63%
Recall size
2.98m
69.3% of China’s 4.3m campaign
Equity value move
−$23.4bn
Preliminary; price change × 3.95bn shares
Consensus target
$395.34
10.8% above the latest price
TSLA one-month price path
Price pathLatest intraday reading
Market frame
Previous close$362.86
Day range$351.58–$363.24
52-week range$297.38–$498.83
Market cap$1.41tn
Trailing P/E371.6×
Forward P/E190.6×
Recall campaign: Tesla carries the scale
Most remedies use warning labels and remote software, limiting workshop time and hardware expense.
China demand versus Shanghai exports
Jan–Jul China retail266,204−12.44% YoY
Jan–Jul exports295,324+130.12% YoY
July local deliveries fell 32.9% YoY to 27,249. Exports reached a record 66,330.
Why the stock is down
1 · Regulation reaches Tesla’s installed baseThe recall spans years of sales and arrives before China’s 2027 concealed-handle ban.
2 · Weak local share raises the trust stakesTesla held only 2.87% of China’s July NEV retail market, the lowest since October 2025.
3 · Valuation leaves little room for setbacksA 190.6× forward P/E reflects autonomy and robotics expectations beyond present vehicle earnings.
Monday’s move also reflects wider auto-sector pressure from new tariff threats. The recall should not be treated as the sole price catalyst.
Analyst spread
| Firm | Call | Target |
|---|---|---|
| GLJ | Sell | $200 |
| Barclays | Hold | $370 |
| Wells Fargo | Sell | $130 |
| Morgan Stanley | Hold | $400 |
| DBS | Hold | $330 |
47-analyst consensus: Buy. Target range: $125–$600.
NASDAQ:TSLAStock Market
Tesla China Recall Amounts to 1.8x Its Expected 2025 Worldwide Deliveries
Tesla, Inc. has been ordered to carry out its biggest recall in China, as authorities require action on almost 3 million vehicles due to…
NASDAQ:TSLA · CHINA RECALL
Scale is the signal
Market data: August 21, 2026 close, 4:00 p.m. EDT. Recall and financial data compiled August 24, 2026, 12:20 p.m. CST.
Door-release fleet
2.976m
Labels plus window software
Versus 2025 deliveries
1.81×
Recall population / 1.64m global deliveries
TSLA Friday
+5.1%
Closed at $362.86
China revenue share
16.6%
Q2 2026: $4.675bn
Five-session stock path
Friday gain +5.1%Week gain +6.0%
Two Tesla remedies
Door release2,975,910
Driver monitoring2,740,642
Door program startsSep. 25
DMS programImmediate OTA
Counts overlap. Do not add them as unique cars.
Door-recall mix
98.5% China-builtAnalyst split
Average target$390.09 · +7.5%
Investor read: the physical-service population is unusually large, but software handles much of the technical remedy. Watch completion rates, China demand and Tesla's warranty costs rather than multiplying the vehicle count by an assumed repair cost.
Autonomous VehiclesElectric Vehicles
Tesla Rises 5.1% After Securing Nevada Robotaxi Permit; 5,000-Vehicle Limit Not Forward Outlook
Tesla Inc. stock climbed 5.14% on Friday following Nevada’s approval of commercial robotaxi operations in Clark County. The license enables as many as 5,000…
NASDAQ: TSLA · Investor dashboard
Tesla’s permit rally meets an execution gap
Market closed · Price data as of August 21, 2026, 4:00 p.m. EDT
$362.86▲ 5.14% Friday
Daily move
+$17.73
Previous close: $345.13. Tesla beat the S&P 500 by 4.71 percentage points.
Nevada ceiling
5,000 vehicles
Authorized maximum for Clark County during the next 12 months.
Practical ambition
≈2,500 vehicles
Tesla said this would be a strong result within a year—half the permit ceiling.
Why the stock moved
Nevada replaced a narrow interim limit with commercial authority for up to 5,000 Tesla robotaxis. The permit removes a regulatory bottleneck. The next valuation test is deployment: inspections, insurance and fare filings still come before paid rides.
52-week position
33% into range
Range: $297 to $499. Friday close: $362.86.
Low$297
High$499
Friday relative performance
Analyst recommendations remain polarized
| Firm | Call | Target | Vs. close |
|---|---|---|---|
| GLJ Research | Sell | $24.86 | -93.1% |
| Jefferies | Hold | $350 | -3.5% |
| TD Cowen | Buy | $460 | +26.8% |
| Stifel | Buy | $491 | +35.3% |
Recent calls published August 3–18, 2026. The spread reflects sharply different views of autonomy economics.
What matters next
1 · Launch conditionsVehicle inspections, insurance and fare filings.
2 · Cybercab proofEmployee rides, public rollout and fleet additions.
3 · UtilizationPaid rides per vehicle and service reliability.
4 · Unit economicsRevenue, supervision costs and margins.
Sources: Nevada permit reporting from MarketWatch and Investor’s Business Daily; market closes from MarketWatch; Q2 operating data from Tesla Investor Relations; analyst targets from Investing.com. Market data timestamp: August 21, 2026, 4:00 p.m. EDT. Permit figures are ceilings, not forecasts. Dashboard prepared August 22, 2026, 11:40 p.m. CEST.
![US Stock Market Today 08/22/2026 [UPDATE: 09:05 EDT] [Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead]](https://ts2.tech/wp-content/uploads/2026/08/US-market-dashboard-2026-08-22-0859-1024x683.jpg "US Stock Market Today 08/22/2026 [UPDATE: 09:05 EDT] [Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead]")
NASDAQ:COINNASDAQ:HOOD
US Stock Market Today 08/22/2026 [UPDATE: 09:05 EDT] [Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead]
Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead08.22.2026 · 09:05 EDT WEEKLY RECAP + WEEK AHEAD Friday’s rebound met a harder-rate ceiling…
NASDAQ:TSLAStock Market
Tesla Stock: Autopilot Data Scrutiny Tests a $1.2 Trillion Valuation
Tesla Inc. faced a fresh autonomy-data test on Friday. Video published this week showed an unsupervised Austin robotaxi driving through flexible traffic bollards. No…
NASDAQ: TSLA · Autonomy risk dashboard
$1.22tn valuation aligned with data confidence
Market snapshot: August 21, 2026, 09:24:31 EDT · U.S. premarket
⚠ Disclosure test
Premarket price
$345.13
▼ 1.68% vs. prior close
Market cap $1.222tn · P/E 319.6× · EPS $1.08
Investor thesis
Tesla is broadening its offering of autonomous rides, though the data set for incidents is difficult to verify. A single bollard incident video provides limited insight. With current valuation levels, consistent and transparent reporting is particularly important.
54 Austin cars tracked170 unsupervised rides380k+ miles claimedCybercab launch near
Q2 2026 operating bridge · year over year
Revenue reached $28.236bn. Operating income fell to $398m as R&D climbed to $2.371bn.
Autonomy evidence base
Analyst recommendations
| Firm | View | Target | Vs. price |
|---|---|---|---|
| JPMorgan | Neutral | $475 | +37.6% |
| Morgan Stanley | Equal-weight | $400 | +15.9% |
| Jefferies | Hold | $350 | +1.4% |
| Wells Fargo | Underweight | $130 | −62.3% |
| 49-analyst average | Overweight | $374.27 | +8.4% |
What changes the trade
Positive:
A consistent public denominator for miles, interventions and reportable events before Cybercab scales.
A consistent public denominator for miles, interventions and reportable events before Cybercab scales.
Negative:
A serious crash, delayed filing or adverse NHTSA finding that slows permits and raises insurance or compliance costs.
A serious crash, delayed filing or adverse NHTSA finding that slows permits and raises insurance or compliance costs.
Electric VehiclesNASDAQ:TSLA
Tesla Cybertruck Trade-In Buzz Puts Resale Values Against a $1.08 Billion Inventory Rise
Tesla shares gained 2.97% on Wednesday as Cybertruck trade-in chatter returned to Canadian searches. The stock traded at $346.87 at 13:04:40 EDT. It reached…
NASDAQ:TSLA · Cybertruck signal
Resale attention meets a thin disclosure line
Market open
August 19, 2026 · 13:04:40 EDT
August 19, 2026 · 13:04:40 EDT
TSLA
$346.87
▲ 2.97% intraday
Other Models mix
2.6%
Cybertruck is not split out
Finished goods
$5.93bn
▲ 22.3% since Dec. 2025
Average target
$385.04
11.0% above market
Intraday tape
Current price sat 0.7% below the session high.
Q2 delivery mix
The basket includes Cybertruck, S/X and Semi.
Inventory pressure
Increase: $1.08bn, or 22.3%.
Recommendation split
Three-month consensus is Hold. Targets span $130–$505.
What matters now
Tesla controls trade-in offer timing, while investors lack a standalone Cybertruck volume line. Watch completed resale prices and finished-goods inventory together. If both weaken, margin pressure can arrive before model-level disclosure does.
Offer life: 30 days / 1,600 kmAuto margin: 16.9%Q2 auto revenue: $20.52bn
Risk check
Trade-in estimates are not completed sales. A Cybercab launch, stronger total deliveries or lower Q3 inventory could overwhelm the resale signal. New safety actions would move it the other way.
Sources: Tesla Canada trade-in terms; Tesla Q2 2026 delivery release; Tesla Form 10-Q; Google Finance. Market data is time-stamped above and may be delayed. Percentages are calculated from reported figures.
Electric VehiclesNASDAQ:TSLA
Tesla Shares Dip 0.7% as Robotaxi Rollout Highlights 10.5-Fold Gap in Mileage
Tesla shares ended Tuesday down 0.72% at $336.87. The stock’s decline continued despite reports of an August Cybercab rollout. Scaling remains the main challenge:…
Investor dashboard · NASDAQ:TSLA
Tesla Robotaxi
scale test
Market closed
August 18, 2026 · 4:00 PM ET
Prices in U.S. dollars
Closing price
$336.87
▼ 0.72% · $2.43 below Monday
52-week: $297.38–$498.83
Seven-session price path
Autonomous-mile scale
10.5× gap
Tesla paid unsupervised miles, cumulative0.38M9.5%Waymo rider-only miles, weekly4.0M100%
Tesla’s cumulative disclosed unsupervised total equals about 0.67 day of Waymo’s weekly pace.
Service footprint
6 vs 10
Cities with Tesla unsupervised miles versus Waymo paid rides.
First-half cash bridge
Operating cash flow$8.63BCapital spending$8.28BResidual after capex$0.35B
Derived from Tesla’s six-month cash-flow statement; before other investing uses.
Q2 earnings base
$28.24B
Revenue, up 26% year over year.
$1.11B
Net income attributable to common holders.
Analyst target map
The $402.24 consensus implies 19.4% upside; published targets span $25.28 to $600.
What changes the thesis
Watch weekly unsupervised miles, rides per vehicle and revenue per mile—not only the number of Cybercabs produced.