Tesla, Inc.

TSLA

Tesla, Inc.

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Tesla, Inc..

R40: 22 · 2026 Q1 $1.10T
$311.21
News

Coverage

News

Johnson & Johnson's P/E Went 31 to 11 to 23 Without the Market Changing Its Mind. We Published a Chart Doing the Same Thing.

One outsized quarter distorts a trailing P/E twice — once when it arrives, and again four quarters later when it leaves. The second one is invisible, and our own Palo Alto coverage reasoned from it.

R40
News

Both Labels Are Correct and Nothing Joins Them: 22 Scores on This Site Come From an Older Quarter Than Our Own Coverage

The score names its quarter. The article names its quarter. They differ, for two unrelated reasons, on 22 of the 66 companies we track. Nothing joins the two.

R40
News

The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)

Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.

R40
News

Tesla Q2 2026: Record Revenue, Record Deliveries — Stock Falls 14% on Margin Collapse

Tesla beat on revenue and delivered a record 480,126 vehicles, but auto margins fell to 16%, free cash flow turned negative for the first time in over two years, and capex jumped 142%. The stock fell 14% as the market weighed the cost of the robotaxi and AI pivot.

R40
News

Tesla's Robotaxi Fleet Is Growing Quietly — And the Numbers Are Starting to Matter

280 active robotaxis, unsupervised rides in Austin, and a cost-per-mile target that undercuts everyone. Tesla's autonomous fleet is scaling faster than headlines suggest.

R40
News

The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race

The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.

R40

See all news →

Rule of 40 2026 Q1
22.2
✗ Below 40
Revenue Growth YoY +15.8%
+
FCF Margin +6.5%
History
8
Q2
19
Q3
10
Q4
2024 R40 +5
-6
Q1
-11
Q2
26
Q3
3
Q4
2025 R40 +4
22
Q1
ANALYST RATINGS
Buy Avg target withheld — over 90 days old
Latest analyst action Feb 17, 2026
TSLA
Tigress Financial
Buy $550
Resumed
2026-02-12
JP Morgan
Underweight $145
Reiterated
2026-01-30
Wells Fargo
Underweight $130
Reiterated
2026-01-12
Truist
Hold $439
Reiterated
2026-01-02
Morgan Stanley
Equal-Weight $425
Downgrade
2025-12-08

See all 20 ratings →

Company timeline

Earnings release dates

Quarter End date Publication date Release
2026 Q3 2026-09-30 2026-10-21 Details →
2026 Q2 2026-06-30 2026-07-22 Details →
2026 Q1 2026-03-31 2026-04-23 Details →
2025 Q4 2025-12-31 2026-01-28 Details →
2025 Q3 2025-09-30 2025-10-22 Details →
2025 Q2 2025-06-30 2025-07-23 Details →
2025 Q1 2025-03-31 2025-04-22 Details →
2024 Q4 2024-12-31 2025-01-29 Details →
2024 Q3 2024-09-30 2024-10-23 Details →
2024 Q2 2024-06-30 2024-07-23 Details →
2024 Q1 2024-03-31 2024-04-23 Details →
2023 Q4 2023-12-31 2024-01-24 Details →
2023 Q3 2023-09-30 2023-10-18 Details →
2023 Q2 2023-06-30 2023-07-19 Details →
2023 Q1 2023-03-31 2023-04-19 Details →
2022 Q4 2022-12-31 2023-01-25 Details →
2022 Q3 2022-09-30 2022-10-19 Details →
2022 Q2 2022-06-30 2022-07-20 Details →
2022 Q1 2022-03-31 2022-04-20 Details →
2021 Q4 2021-12-31 2022-01-26 Details →
2021 Q3 2021-09-30 2021-10-20 Details →
2021 Q2 2021-06-30 2021-07-26 Details →
2021 Q1 2021-03-31 2021-04-26 Details →
2020 Q4 2020-12-31 2021-01-27 Details →
2020 Q3 2020-09-30 2020-10-21 Details →
2020 Q2 2020-06-30 2020-07-22 Details →
2020 Q1 2020-03-31 2020-04-29 Details →

All TSLA earnings →

Background

Company History

Exchange
NASDAQ
IPO Date
Jun 29, 2010
IPO Price
$17.00
as issued; not split-adjusted, so not comparable to the current price
Shares Outstanding
3.53B
2003
Founding of Tesla Motors

Founded by Martin Eberhard and Marc Tarpenning in July 2003 in San Carlos, California. Focused on batteries, software, and motors to accelerate sustainable energy.

2008
Roadster Production Begins

Production of Roadster started; Musk became CEO in October after changes.

2010
IPO and Fremont Factory

Went public on NASDAQ, raising $226 million (first US car IPO since 1956); purchased NUMMI plant from Toyota for $42 million.

2012
Model S Launch

Launched Model S sedan; won Motor Trend Car of the Year, best-selling plug-in car.

2016
SolarCity Acquisition

Acquired SolarCity for $2.6 billion, forming Tesla Energy.

2020
S&P 500 Inclusion

Added to S&P 500 index, becoming one of the most valuable companies.

2024
Cybertruck Production Ramp

Ramped up Cybertruck production after initial delays.

Leadership

Key Players

showing 6 of 14 · see all leadership & board

Elon Musk
CEO, Technoking, Co-Founder, Director
@elonmusk
Oversees overall strategy, product development, and innovation; also leads SpaceX, xAI, and more.
Vaibhav Taneja
CFO
Manages financial strategy, operations, and accounting; promoted to CFO in 2023.
Tom Zhu (Xiaotong Zhu)
SVP, Automotive & Global Vehicle Manufacturing
Leads APAC operations and global manufacturing; key in scaling production.
Lars Moravy
VP, Vehicle Engineering
Oversees vehicle engineering and manufacturing processes.
Franz von Holzhausen
Chief Designer
@woodhaus2
Leads design for all Tesla vehicles and products; joined in 2008.
Ashok Elluswamy
VP, AI/Autopilot Software
@aelluswamy
Heads AI and Autopilot development; key in Full Self-Driving advancements.
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