Tesla shares rose 9.37% over the past week after third-quarter non-GAAP EPS of $0.48 beat the $0.4511 consensus, and Barclays upgraded the stock to Buy from Hold. The article points to three growth drivers: Robotaxi and FSD, with unsupervised miles up 8x and active FSD subscriptions at 1.74 million; Megapack, with 13.7 GWh deployed and energy gross margin at 33.1%; and Optimus, now in early production in Fremont. 24/7 Wall St. sets a price target of $416.22 against the current $402.55, with a bull case of $473.43 and a bear case of $371.65. Risks include a 55.79% drop in operating income to $718 million and a 61.63% fall in free cash flow, with some energy margin gains from tariff refunds and warranty true-downs that may not repeat. The article says the speed at which Robotaxi generates revenue matters most to the outlook.
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TSLAelectric vehiclesearningsartificial intelligence
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/29/2026 | 403.29 |
| Change that session | -0.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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