Tesla (TSLA)
Builds electric vehicles, energy storage and autonomy services around an integrated software and charging network.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 16, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $405 | Target: $360 |
| Sep 14, 2026 | Piper Sandler | Initiate | Rating: — | |
| Sep 12, 2026 | Morgan Stanley | Target | Target: $417 | Target: $840 |
| Sep 1, 2026 | Morgan Stanley | Upgrade | ||
| Sep 1, 2026 | Piper Sandler | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $43.52B · Total debt $9.34B · Total assets $148.52B · Shareholders' equity $86.86B
- Revenue
- $28.24B
- Operating income
- $398.0M
- Net income
- $1.11B
No dividends on record.
| Institutions | 43.11% | 1.70B shares | |
|---|---|---|---|
| 4,620 holders · as of Jun 30, 2026 | |||
| Insiders | 17.79% | 702.71M shares | |
| 9 holders · as of Sep 9, 2026 | |||
| Other | 39.10% | 1.54B shares | |
| remainder | |||
3.95B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Elon Musk1Insiderdirector, 10 percent owner, officer: CEO | 17.71% | 699.58M | filed Jun 17, 2026 |
BlackRock, Inc.Institution | 5.42% | 214.12M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.66% | 184.02M | as of Jun 30, 2026 |
State Street CorpInstitution | 2.97% | 117.46M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 1.74% | 68.91M | as of Jun 30, 2026 |
- Elon Musk's own ownership statement (13G, Jun 17, 2026) reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Vaibhav Taneja | officer: Chief Financial Officer | −2,606 | $360.13 |
| 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 |
- 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.
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tesla | $377.99 | +0.70% | $1.48T | 347.5 | 182.1 | 14.3 | +25.5% |
| General Motors | $84.66 | +0.95% | $75.93B | 42.4 | 6.0 | 0.4 | +1.9% |
| Ford | $13.30 | +0.87% | $52.56B | — | 7.5 | 0.3 | −3.8% |
| XPeng (ADR) | $10.46 | 0.00% | $9.95B | — | — | 0.9 | +14.0% |
| Rivian | $15.56 | +1.20% | $18.65B | — | — | 3.2 | +27.2% |
| Median | 42.4 | 6.7 | 0.6 | +8.0% |