Added to YB: 2026-07-27
Pitch date: 2026-07-23
TSLA [neutral]
Tesla, Inc.
Author Info
Company Info
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.
Market Cap
$1.3T
Pitch Price
N/A
Price Target
320.00
Dividend
N/A
EV/EBITDA
97.66
P/E
296.14
EV/Sales
11.93
Sector
Automobiles
Category
N/A
Tesla, Inc. (TSLA) — Q2 2026 Results
TSLA (earnings): Q2 rev $28.2B beat by ~7% but non-GAAP EPS $0.33 missed est $0.53 by 38%; op income -57% YoY to $398M (1.4% margin). Auto GM ex-credits fell to 16.3%; energy GM collapsed 39.5%→20.4%, guided to mid-low 20s structurally. FCF -$1.1B, capex doubling, $30B credit line arranged. At 86x EBITDA vs GOOGL 27x, Waymo far ahead on autonomy. Bearish; fair value $217-320.
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