See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
TSLAelectric vehiclesanalyst ratings
Open a keyword to see other news on the same topic.
Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/23/2026 | 372.22 |
| Change that session | -0.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Is Tesla Stock Safer Or Riskier Than A Year Ago?
Tesla (TSLA) shares closed on October 26 at 394.3 times trailing twelve-month profit, compared with 22.9 times for the S&P 500. In the twelve months to September 30, 2026, Tesla booked $4.3 billion of stock-based pay expense, more than its $3.22 billion net income, the first time in five years that this has happened. The gap came as quarterly revenue held at $28.0 billion while operating costs rose, pushing operating income down to $0.718 billion from $1.86 billion a year earlier. Net cash stood at $28.8 billion at the end of September, compared with about $27.8 billion a year earlier, and management said it does not plan to draw on the new credit lines in 2026. The company projects about $20 billion of capital spending for 2026, which it plans to fund mainly from operating cash flow.
- Barclays Upgrades Tesla Stock Citing SpaceX Merger Potential And Robotaxi Growth
Barclays upgraded Tesla from Equalweight to Overweight and raised its price target to $450 from $370, and the shares rose 2.0% in pre-open trading. The bank cited three factors: the expected combination with SpaceX, an improving core auto business, and early signs that Robotaxi is gaining traction. Mizuho also raised its price target to $460 and kept an Outperform rating. Tesla said auto margins excluding credits rose from 16.3% to 18.1%, cumulative unsupervised Robotaxi miles grew 8x in the quarter, and it expects about $20 billion in capital expenditures this year. Elon Musk said the special committees at both companies have not agreed on merger terms, and a deal would need approval from 50% of all Tesla shares, which he called a high hurdle.
- Why Did Tesla Stock Jump?
Tesla (TSLA) shares rose 5.2% on Monday, October 26, 2026, outpacing a 0.7% gain in the S&P 500. Several reports linked the move to a Barclays upgrade to Overweight from Equal Weight, with its price target raised to $450 from $370 and citing a potential merger with SpaceX, while another pointed to Latvia authorizing Tesla's FSD software, the tenth EU country to approve it. Management calls FSD the main reason people buy its cars, and Tesla had over 1.7 million paid FSD customers worldwide, with demand running far ahead of production. The stock closed at $391.62, 20% below its $489.88 high on December 16, 2025, but gained 27.4% over the three months to October 26, compared with 3.6% for the S&P 500.
- Tesla Could Go Beyond Robotaxis Into Underground Travel And Electric Aviation — TSLA Could ‘Own’ Transportation, ARK Says
ARK Invest says CFO Vaibhav Taneja's remarks about Tesla developing all modes of transportation may relate to CEO Elon Musk's other ventures, including SpaceX and The Boring Company. ARK suggests Tesla could work with The Boring Co. to move some robotaxis underground to avoid congestion, and might also pursue electric aviation. ARK says the share of North American deliveries with an FSD subscription rose from about 55% to more than 75% from the second to the third quarter, a higher conversion rate than GM's Super Cruise (40%) and SiriusXM (39%), despite a shorter trial period and a higher price point. It also reiterates earlier comments that robotaxis could represent more than 80% of Tesla's future enterprise value. On a possible Tesla–SpaceX merger, ARK says it would be a 'substantial win' for both shareholder bases, citing shared technology such as Starlink antennas in Cybercabs.
- Tesla’s Cybercab Fleet Expands Tenfold in Just a Month, Elon Musk Says Driverless Mileage Is Growing ‘Like a Rocket Going to Orbit’
Elon Musk said Tesla's Cybercab fleet in Austin has grown by a factor of 10 in about a month since launch, and weekly cumulative driverless mileage is rising sharply. Tesla's third-quarter shareholder update reported an eightfold quarterly increase in cumulative unsupervised Robotaxi miles, following an earlier announcement of more than 300 Cybercabs operating in Austin. Paid Cybercab rides began in Austin on Sept. 3, and Tesla aims to start selling Cybercabs to customers before year-end, with a reported Dallas expansion planned for next month. Meanwhile, the National Highway Traffic Safety Administration has opened an Audit Query into Tesla's self-certification of the Cybercab, which lacks conventional driving controls, and Reuters reported the rollout has lagged Musk's earlier projections.
- Why Tesla (TSLA) stock is trading up today
Tesla shares rose 6.1% in the afternoon session after Barclays upgraded the stock to Overweight from Equal Weight and raised its price target to $450 from $370. Analyst Dan Levy expects automotive deliveries to return to growth this year after two years of declines, supported by Full Self-Driving adoption and Shanghai exports, and said energy storage is nearly sold out for 2027 due to data-center demand. The research also noted that exploratory committees at Tesla and SpaceX could add a transaction premium to the shares. Tesla is down 9.5% year-to-date and trades 19.1% below its 52-week high of $489.88.
Related markets
Latest news
- Apple (AAPL) vs. MSFT and GOOGL: Is the Post-Earnings Selloff Creating a Long-Term Buying Opportunity?
This article summarizes a bullish thesis on Apple (AAPL) by Natan Rose, published on Research Nuggets' Substack on Aug. 18, when AAPL has since gained 10.92%, reflecting optimism about a stronger iPhone upgrade cycle as early iPhone 18 Pro sales outpace last year's model. Apple reported record revenue of $109.42 billion, up 16%, with iPhone sales up 22% and EPS of $2.02, yet the stock fell 7.35% after earnings as guidance of 9%-11% growth came in below the 12% analysts had hoped for. The article attributes the slowdown mainly to memory chip supply, as DRAM and NAND are increasingly directed to AI data centers, rather than to weaker demand. Risks cited include slower growth with a valuation near 35 times earnings, a CEO transition to John Ternus, and regulatory pressure on App Store fees.
- Russia's diesel output jumps after export curbs are lifted
Russia's daily diesel output rose from 160,000 tonnes in early October to 180,000 tonnes after the government eased export restrictions, allowing companies to ship up to 500,000 tonnes in October. Based on Reuters estimates, a drop in domestic demand after the harvest could free more than 1 million tonnes a month for export. A diesel deal between Presidents Putin and Trump, and a temporary US sanctions waiver for Russian diesel imports, has strained US-Ukraine relations, with Trump urging Zelensky to stop attacks on Russian refineries. Zelensky called Trump's claims “completely false” and argued that the US-Israeli military campaign against Iran and Iran's response had caused severe disruption in the Strait of Hormuz. Russia was previously the world's second-largest diesel exporter, with about 10% of global exports, so supply disruptions could push up prices even in countries that do not import directly.
- 3 Tech Dividend Stocks That Offer Income and Stock Price Growth Through AI
The article highlights three tech stocks whose dividend yields exceed the S&P 500 average of 1.1% while still benefiting from AI demand. IBM pays $6.76 per share a year, a 2.7% yield, has increased its payout for 31 straight years, and generated over $15 billion in free cash flow versus $6.3 billion in dividends, though its third-quarter revenue rose only 5% to $17 billion. Digital Realty, a data center REIT, yields 2.9% on a $4.88 annual dividend, having suspended payout hikes in 2022 to fund expansion, and its revenue rose 29% to $1.9 billion in the first half of 2026. Cisco pays $1.68 per share for a 1.6% yield, while its fiscal fourth-quarter revenue of $17 billion rose 18% as AI infrastructure demand grew. The article suggests these dividends appear sustainable based on the companies' cash flow.
- Should You Buy Amazon Stock Before Oct. 29?
Amazon will report its third-quarter 2026 earnings on Oct. 29, giving investors more insight into whether AWS revenue growth can offset concerns about capital expenditures, which are expected to reach up to $220 billion this year. The article argues that one quarter will not decide the outcome for a $2.7 trillion company, and that Amazon's long-term value lies in AWS and its role as backbone of AI infrastructure, supported by custom Trainium chips. AWS revenue rose 37% last quarter, above Wall Street estimates of 31%. Citing Statista, the article says the global AI market is valued at $707.4 billion in 2026 and could reach $1.96 trillion by 2032. It concludes that Amazon could either beat or miss its upcoming results, and that for long-term investors, multi-year performance matters more than a single earnings report.
- MercadoLibre Cratered by 20% Last Year: Two Wall Street Pros Agree It's Going to Rise 50% Soon
MercadoLibre reported record revenue, with second-quarter revenue up 49.8% to $10.17 billion, but operating margin fell 550 bps to 6.7% and operating income dropped 17% to $683 million as the company spent on lower free-shipping thresholds, credit cards and AI tools. Net debt rose to $6.4 billion from $4.7 billion, and the stock is down 22.78% over the past year. Susquehanna and Barclays have $2,500 price targets, roughly 49.8% above the $1,668.72 share price, citing Mercado Pago's scale, its logistics advantage and advertising revenue that grew 73%. Earnings estimates are sliding, with the 2026 EPS consensus at $38.2807 versus $39.9564 ninety days earlier and 12 downward revisions against 2 upward over the past 30 days. The article says the upside case depends on operating margin recovering from the current 6.7%.
- Why JetBlue Stock Popped This Morning
JetBlue shares fell nearly 10% before its Q3 2026 earnings report amid worries about bankruptcy, but rebounded strongly, rising 13.9% as of 10 a.m. ET, after the results were released. The airline lost $0.60 per share, wider than the $0.53 loss analysts expected, and its $2.8 billion in revenue also fell short of forecasts, although operating revenue rose 21%. Expenses rose 19.4%, with jet fuel costs up 57% a major pressure; without that cost, expenses would have been up only 7%. Management expects revenue to keep growing into 2027 and margins to expand in Q4 despite fuel prices forecast to be 85% higher, and targets profitability and positive free cash flow again by 2028, with at least $1 per share in earnings.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.