Tesla deliveries get a big boost in expectations from Wall Street
teslarati.com

Tesla deliveries get a big boost in expectations from Wall Street

Goldman Sachs has raised its vehicle delivery forecast for Tesla in the second quarter of 2026 to 420,000 units, surpassing the Visible Alpha consensus estimate of 400,000. The upward revision stems from stronger-than-expected sales data across key regions, including Europe with projected year-over-year growth of 85-90 percent. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. The bank also increased its 2026 delivery projection to 1.73 million vehicles and nudged [...]
Tesla and SpaceX’s biggest bull just placed a massive $1B bet on the stock
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Tesla and SpaceX’s biggest bull just placed a massive $1B bet on the stock

Renowned investor Ron Baron has demonstrated his unwavering faith in Elon Musk's ventures by purchasing an additional $1 billion in SpaceX shares. This move pushes Baron Capital's total holdings in the company to a staggering $25 billion in market value. Baron's relationship with SpaceX dates back to 2017, and his early stakes have generated over $13 billion in unrealized gains. He envisions the company as a cornerstone of humanity's multi-planetary future, potentially reaching valuations of $10-30 trillion
Tesla Cybercab snags huge regulatory green light that readies it for public roads
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Tesla Cybercab snags huge regulatory green light that readies it for public roads

Tesla's all-electric Cybercab has secured a significant regulatory milestone, obtaining an EPA Certificate of Conformity for the 2026 model year. This certification confirms full compliance with federal Clean Air Act emission standards, paving the way for legal sales and operation across the United States. The Cybercab, designed for ride-hailing and robotaxi services, features a sleek, minimalist design and promises operating costs as low as $0.20-$0.40 per mile. The vehicle has a rated range of over 418 miles [...]
Tesla Cybercab specs revealed: range, curb weight, range ratings, and more
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Tesla Cybercab specs revealed: range, curb weight, range ratings, and more

Tesla's Cybercab has taken a significant step toward production with new technical details emerging from 2026 EPA certification documents. The vehicle is a front-wheel-drive electric vehicle powered by a single 163 kW motor, boasting a strong power-to-weight ratio due to its lightweight curb weight of 3,113 pounds. It operates on a 326-volt electrical architecture with a compact ~48 kWh lithium-ion battery pack, achieving an equivalent all-electric range of 418 miles combined and 375 miles on the highway. [...]
Elon Musk’s Missed Full Self-Driving Targets Are Even Wilder Than I Remembered
cleantechnica.com

Elon Musk’s Missed Full Self-Driving Targets Are Even Wilder Than I Remembered

Elon Musk's predictions for Tesla's Full Self-Driving technology have been off by about a decade. In 2016, Musk predicted a Model S would be able to drive coast-to-coast by the end of 2017, including automated charging. He also claimed that within two years, users would be able to summon their cars from across the country, with the car automatically charging itself along the way. However, these predictions have not come to fruition, with Tesla's Full Self-Driving technology [...]
TechCrunch Mobility: SpaceX rockets past Tesla
techcrunch.com

TechCrunch Mobility: SpaceX rockets past Tesla

SpaceX has surpassed Tesla in market capitalization, reaching $2.1 trillion, making it the sixth most valuable U.S.-listed company. Tesla's market cap stands at $1.52 trillion. The gap between the two companies, both founded by Elon Musk, has sparked speculation about a potential merger. SpaceX's S-1 document hints at possible future dilution, and president Gwynne Shotwell has expressed openness to the idea, suggesting it could simplify Musk's responsibilities. The development has significant implications for the future of transportation [...]
Tesla (NASDAQ:TSLA) Receives Sell Rating from Glj Research
thelincolnianonline.com

Tesla (NASDAQ:TSLA) Receives Sell Rating from Glj Research

Tesla's stock received a "sell" rating from Glj Research, with a price target of $24.86, indicating a potential downside of 93.77% from its current price. This rating contrasts with other analysts' upgrades, such as Sanford C. Bernstein's upgrade to "outperform" and DZ Bank's upgrade to "hold". The company's stock has a consensus rating of "Hold" and an average price target of $404.36. Tesla reported $0.41 earnings per share for the quarter, beating the consensus estimate. The firm's [...]