Tesla
Builds electric vehicles, energy storage and autonomy services around an integrated software and charging network.
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Profile
Designs and sells battery-electric vehicles, FSD subscriptions, charging and related services, while Powerwall, Megapack and solar products form a second energy business. Vehicle sales remain the main revenue source; direct distribution, integrated manufacturing and software connect the fleet to services, while Robotaxi expansion depends on local regulation.
Designs, manufactures and sells battery-electric vehicles led by Model 3 and Model Y, alongside Cybertruck and Semi. Automotive revenue also includes FSD (Supervised) subscriptions, regulatory credits, charging and services; Robotaxi is expanding as Cybercab production begins.
Builds Powerwall for homes and Megapack for commercial and utility storage, alongside solar panels and Solar Roof. Direct sales, over-the-air software, integrated manufacturing and a global Supercharger network connect hardware to services. Factories operate in the United States, China and Germany.
Vehicle sales remain the largest revenue source, with production shaped by battery supply and factory utilization. Regulatory-credit revenue depends on emissions programs; driver assistance requires active supervision, and autonomous ride-hailing deployment is constrained by differing national, state and city rules. Operations also depend heavily on Chief Executive Officer Elon Musk.
Company facts
Key statistics
Year to date −20.4% · Average volume (30d) 37.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | BMO Capital | Initiate | Outperform | ||
| Aug 3, 2026 | Stifel Nicolaus | Target | $508 | $491 | |
| Jul 28, 2026 | RBC Capital | Reiterate | Outperform | $500 | $480 |
| Jul 27, 2026 | Deutsche Bank | Target | $465 | $420 | |
| Jul 27, 2026 | Robert W. Baird | Target | $548 | $475 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $0.50 | $0.33 | −34.0% | $26.42B | $28.24B | +6.9% | −14.52% |
| Apr 22, 2026Q1 FY26 | $0.35 | $0.41 | +15.9% | $22.10B | $22.39B | +1.3% | −3.56% |
| Jan 28, 2026Q4 FY25 | $0.45 | $0.50 | +9.9% | $24.78B | $24.90B | +0.5% | −3.45% |
| Oct 22, 2025Q3 FY25 | $0.56 | $0.50 | −10.4% | $26.54B | $28.10B | +5.9% | +2.28% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $19.34B | $22.50B | $28.10B | $24.90B | $22.39B | $28.24B | |
| Gross profit | $3.15B | $3.88B | $5.05B | $5.01B | $4.72B | $4.75B | |
| Operating income | $399.0M | $923.0M | $1.62B | $1.41B | $941.0M | $398.0M | |
| Net income | $409.0M | $1.17B | $1.37B | $840.0M | $491.0M | $1.11B | |
| Diluted EPS | $0.12 | $0.33 | $0.39 | $0.24 | $0.13 | $0.32 | |
| Gross margin | 16.3% | 17.2% | 18.0% | 20.1% | 21.1% | 16.8% | |
| Operating margin | 2.1% | 4.1% | 5.8% | 5.7% | 4.2% | 1.4% |
Fiscal years (4-quarter sums)FY21 $53.82B · FY22 $81.46B · FY23 $96.77B · FY24 $97.69B · FY25 $94.83B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $43.52B · Total debt $9.34B · Total assets $148.52B · Shareholders' equity $86.86B
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 3.95B · Float 2.82B · 71.4% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Elon Musk · director, 10 percent owner, officer: CEO | 699.58M | 17.71% | Form 4 | Jun 17, 2026 |
| BlackRock, Inc. | 214.12M | 5.42% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 184.02M | 4.66% | 13F | Aug 13, 2026 |
| State Street Corp | 117.46M | 2.97% | 13F | Aug 7, 2026 |
| Geode Capital Management, LLC | 68.91M | 1.74% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 8, 2026 | Vaibhav Taneja | officer: Chief Financial Officer | −2,606 | $402.20 |
| May 13, 2026 | Vaibhav Taneja | officer: Chief Financial Officer | −3,000 | $450.00 |
| Apr 30, 2026 | Kathleen Wilson-Thompson | director | −26,409 | $378.11 |
| Mar 30, 2026 | Kathleen Wilson-Thompson | director | −25,809 | $359.33 |
| Mar 6, 2026 | Vaibhav Taneja | officer: Chief Financial Officer | −2,265 | $397.03 |
Peers
- General Motors
#2 US EV seller; Ultium SUVs, trucks and an autonomy push.
- Ford
Mustang Mach-E and F-150 Lightning contest Tesla's US SUV and truck.
- XPeng (ADR)
China EV maker with in-house ADAS and a robotaxi aimed at the Cybercab.
- Rivian
US pure-play EV maker; R1T / R1S contest the Cybertruck and Model Y.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tesla | $348.19 | −0.16% | $1.38T | 322.9 | 174.6 | 13.3 | +25.5% |
| General Motors | $86.10 | −0.20% | $78.03B | 43.6 | 6.3 | 0.4 | +1.9% |
| Ford | $13.89 | +0.07% | $55.31B | — | 8.0 | 0.3 | −3.8% |
| XPeng (ADR) | $11.50 | −0.29% | $10.95B | — | — | 1.0 | +14.0% |
| Rivian | $16.02 | −0.33% | $19.51B | — | — | 3.3 | +27.2% |
| Median | 43.6 | 7.1 | 0.7 | +8.0% |