Tesla is down 16.71% year to date while the S&P 500 is up 12.03%, and the stock trades at $374.58, 24.9% below its 52-week high of $498.83. Adjusted EPS of $0.48 beat the $0.4511 estimate, but Tesla cut its annual capex forecast by a fifth and shares fell 3.08% the next session. Revenue of $28.05B was roughly flat, GAAP operating income fell to $718M from $1.62B, and battery shortages limited deliveries to 486,532 vehicles. Wedbush's Dan Ives, with a $600.00 target (about 60.2% upside), argues Tesla is becoming an AI and autonomous software company, citing 1.74M active FSD subscriptions, while the average analyst target of $397.83 implies 6.2% upside. The author leans conservative, saying the 60% scenario depends on robotaxi service scaling quickly.
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/22/2026 | 374.58 |
| Change that session | -3.08% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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