TSLA changes
Pick any two versions below to diff them.
- Price
- $358.22 → $390.84(+9.1%)
- Discount category
- Below intrinsic value → Close to intrinsic value
- Checkpoints
- added: Dec 3, 2026: 2026 annual meeting votes. Pending. Watch: Shareholders who elect the three Class I directors and back the 2025 executive pay pass; a failed pay vote or a rejected director fails. Jan 21, 2027 (estimate): Q4 2026 results and 2027 plans. Pending. Watch: An operating margin back near 5% with a date for Cybercab volume production passes; a lower margin with higher capital spending and no volume date fails. Jan 2027 (estimate): Q4 2026 deliveries. Pending. Watch: Q4 2026 deliveries above those of Q4 2025 pass; another year-on-year decline fails. 2027 (estimate): Robotaxi and Cybercab scale. Pending. Watch: Paid Robotaxi rides without safety drivers in many cities and rising Cybercab output pass; regulatory stops or slow output fail.
- Recent events
- Oct 21, 2026: Tesla reported Q3 2026 results. Revenue was $28.0 billion, flat from a year earlier. Operating income fell to $718 million from $1.62 billion, and net income fell to $787 million, or $0.22 per diluted share. Regulatory credit revenue fell to $113 million from $417 million, and energy revenue fell 16% to $2.9 billion. Services and other revenue grew 33% to $4.6 billion. Tesla said that it started the Cybercab and the Tesla Semi in the quarter, and that it expects capital spending above $20 billion in 2026. Oct 19, 2026: Tesla filed its proxy for the 2026 annual meeting on December 3, 2026. Shareholders vote on three Class I directors, the 2025 executive pay and the auditor. Oct 2, 2026: Tesla reported Q3 2026 production of 464,391 vehicles and deliveries of 486,532 vehicles. It deployed 13.7 GWh of energy storage. Sep 29, 2026: Tesla signed $30 billion of unsecured credit facilities: a $20 billion delayed draw term loan to September 2029, an $8 billion revolving facility to September 2031 and a $2 billion 364-day facility. It said that it does not plan to draw on them in 2026. Jul 22, 2026: Tesla reported Q2 2026 results. Revenue was $28.2 billion, up 26%, but operating income fell to $398 million from $923 million. Net income was $1.11 billion, or $0.32 per diluted share. added: Jul 2, 2026: Tesla reported Q2 2026 production of 451,758 vehicles and deliveries of 480,126 vehicles. It deployed 13.5 GWh of energy storage. Apr 22, 2026: Tesla reported Q1 2026 results. Revenue was $22.4 billion and operating income was $941 million (calculated from the six-month figures in the Q2 10-Q). Nov 6, 2025: Tesla shareholders approved the 2025 CEO Performance Award for Elon Musk. It gives up to 423.7 million restricted shares in 12 parts, each tied to a market value goal from $2 trillion to $8.5 trillion and to operating goals such as 1 million Robotaxis in operation and 1 million robots delivered.