$TSLA

Tesla, Inc.

89 analysts · 4 active debates
SENTIMENT
56% BULL
STANCE FLIPS · 7d
2
LAST VERDICT
BALANCED
NEXT EARNINGS
See filings
AS OF MAY 8

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Latest analyst takes

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WHERE ANALYSTS DISAGREE ON TSLA
updated 21H AGO
$TSLA

TSLA Capex Drag Versus Growth

BULL CASE

"TSLA’s AI/industrial capex trajectory and Tesla Semi rollout look supportive because California demand is already pulling rebates fast (1,000 rebate applications) which effectively subsidizes roughly half the truck price, boosting near-term commercial adoption economics."

“Industrializing Intelligence: Is AI Rally Sustainable? 🤖 How to Ride Wealth Wave 🌊”
Apr 30, 2026
BEAR CASE

"TSLA's AI/robotics pivot may be exciting, but with 2026 capex over $25B driving massive negative free cash flow risk plus regulatory delays and margin compression in the core auto business, the stock's AI-vision valuation setup looks like it leaves little room for error at current prices."

“The Tesla Valuation Nobody is Talking About | 25 Trillion”
May 4, 2026
ANALYST SENTIMENT · 7 TAKES
2 BULL · 29%71% · 5 BEAR
$TSLA

TSLA Unsupervised Autonomy Timeline

BULL CASE

"TSLA is set up for a major fundamental inflection because its robotaxi (CyberCab) push has progressed to a peak-pressure moment (two-city expansion + confidence for unsupervised rollout) ahead of 2026 catalysts, and the earnings deck read-through suggests improving margins/free-cash-flow momentum as the “software + robotics” engine ramps."

“Tesla Q1: The Most Insane Valuation Disconnect EVER ⚡️⚡️”
Apr 22, 2026
BEAR CASE

"TSLA is spiraling lower because of delayed progress on its full self-driving unsupervised target since 2019, and the stock is framed as “free falling” (down about 4–5% from roughly 405 highs to ~368 lows)."

“TRUMP TAKES "TOTAL CONTROL" OVER STRAIT OF HURMUZ”
Apr 23, 2026
ANALYST SENTIMENT · 2 TAKES
1 BULL · 50%50% · 1 BEAR
$TSLA

Near-Term Share Price Vulnerability

BULL CASE

"I'm long Tesla for the long run and trade it actively, I expect a brief downside that could push shares under 300 which would be a major buying opportunity for me to add materially."

“Portfolio Moves: 3 Plays to Watch NOW”
Apr 11, 2026
BEAR CASE

"TSLA looks vulnerable heading into its Q1 2026 earnings because it trades at an extreme premium (~382x earnings) and many investors are anticipating a terrible report that could confirm an overbought reversal rather than a clean re-test of prior highs."

“Here's Why Trump Extended Iran Ceasefire Talks”
Apr 22, 2026
ANALYST SENTIMENT · 17 TAKES
4 BULL · 24%76% · 13 BEAR
STANCE FLASH · TSLA
2
STANCE FLIPS · 7d
Analysts leaning balanced.
THIS WEEK
ANALYST COVERAGE

What is the latest research on TSLA?

COMPLETE ANALYSIS HISTORY · 3 TAKES

"TSLA is the ultimate AI platform and best risk-reward AI exposure because it spans AI agents, autonomous driving, humanoid robots, energy storage, inference, and SpaceX/AI—so I treat it as a core “retirement bag” not a narrative to chase after big moves."

@ ~$428.35
"Math Behind the Fastest Horses: SOL vs ETH, AI Bubbles & Mortgage Traps 🐎📉"

"TSLA is an asymmetric long-run AI/robotics bet but not one I’d add at current levels because the valuation embeds huge expectations (over 1000% above sector forward P/E and still far above on PEG), even as upside cases hinge on autonomy/robo-taxi and Optimus scaling progress."

"7 Stocks Cathie Wood is Buying Right Now!"

"TSLA is positioned as a supercycle winner through both AI-linked market leadership and the execution pathway for Optimus ramp, with the video asserting production timing and supplier certification progress for parts feeding the program."

@ ~$124.92
"The Supercycle IS HERE… Just Not the One Expected ⚡"