Five-factor rating: Hold (sector percentile 35.7%)
Graded daily on value F, growth A-, profitability C-, momentum B-, revisions B-. Sector-relative, identical for every user.
Recent discussion events
[bearish] Tesla officially launched fully driverless Cybercab rides without steering wheels to the public, its stock fell over 6% the next day. (3 posts)
[neutral] A live discussion about Tesla's Cybercab launch is scheduled, featuring analyst Gordon Johnson, focusing on the event's details. (2 posts)
Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $TSLA are available with SpikePanel Pro.
2026-09-09 Cybercab launched in Austin, but safety and profitability concerns arise
ProductBull
Tesla FSD Approved in Slovenia, Sixth European Country
Slovenia approves FSD, expanding European footprint
D1 +4.0% · +5d -3.1%
Analyst
Analysts See Tesla Robotaxi Cost Edge, but Software Performance Key
Goldman Sachs says Cybercab may have cost advantage, but software performance is more critical for robotaxi competition
D1 +4.0% · +5d -3.1%
CompanyBull
Optimus Production at Fremont Gains Market Attention
Production start draws comments; Calacanis says it will be best-selling product ever
D1 -1.7% · +5d +1.5%
›2 waves of this story
2026-08-28 Production start is a milestone, yet scaling remains challenging
2026-08-30 Production start draws comments; Calacanis says it will be best-selling product ever
ProductBull
Tesla Expands Robotaxi to Nevada with Extended Hours
Service now runs 6AM-10PM seven days a week, unsupervised fleet growing, Cybercab testing ramps at Giga Texas
D1 -3.8% · +5d +5.4%
›4 waves of this story
2026-08-22 Nevada approves Tesla's robotaxi permit, paving way for paid autonomous service
2026-08-23 Regulatory approval expands from 10 to 5,000 vehicles, advancing paid autonomous service
2026-08-24 Nevada approval expands deployment, but large-scale rollout still hinges on software and safety progress
2026-08-27 Service now runs 6AM-10PM seven days a week, unsupervised fleet growing, Cybercab testing ramps at Giga Texas
Product
Tesla Flying Roadster Demo Nears, but Risks Remain
Musk promises hovering Roadster showcase, but analysts warn it may distract from core risks
D1 +0.7% · +5d +6.0%
›4 waves of this story
2026-08-14 Multiple reports say Roadster will use cold-gas thrusters for brief flight, showcasing Tesla-SpaceX synergy
2026-08-15 Multiple reports suggest Tesla may showcase Roadster this month, with SpaceX thrusters as highlight
2026-08-17 Former president confirms long-standing concept, new design possible this month
2026-08-26 Musk promises hovering Roadster showcase, but analysts warn it may distract from core risks
CompanyBear
Tesla Raises Cybertruck Prices by $5,000 as Sales Miss Goals
Two trims up $5,000, sales miss Musk's goals, potentially impacting orders and margins
D1 +0.4% · +5d +1.7%
›2 waves of this story
2026-08-25 Dual-motor to $74,990, AWD to $84,990; adds to delivery and quality concerns, affecting orders and margins
2026-08-26 Two trims up $5,000, sales miss Musk's goals, potentially impacting orders and margins
RegulationBear
Tesla Recalls 2.98M Vehicles in China for Door Handle Defect
China's regulator disclosed Tesla's largest recall in China, involving door handles and emergency exit design safety fixes
D1 +5.1% · +5d -3.9%
›2 waves of this story
2026-08-21 China's regulator mandates fix for emergency door release; covers Model 3/Y, Tesla's largest China recall
2026-08-23 China's regulator disclosed Tesla's largest recall in China, involving door handles and emergency exit design safety fixes
CompanyBull
Tesla's U.S. EV Market Share Rebounds to 59%
Despite stock decline, record deliveries and 26% revenue growth push share to highest since 2023
D1 -3.8% · +5d +5.4%
CompanyBull
Einride Confirms 500 Tesla Semi Order, Accelerating Electric Truck Commercialization
Following WattEV order, Semi public orders expand, signaling inflection in electric truck demand
D1 -0.7% · +5d +4.0%
›2 waves of this story
2026-08-18 Swedish firm Einride plans to deploy 500 Tesla Semis in North America over two years, with first deliveries in September, serving Amazon and others, boosting Tesla's electric truck adoption.
2026-08-19 Following WattEV order, Semi public orders expand, signaling inflection in electric truck demand
Capital
Tesla-SpaceX Merger Speculation Intensifies, Musk Voting Control in Spotlight
Musk seeks 25% voting control; analysts warn on merger risks to shareholders
D1 +0.8% · +5d +5.6%
›9 waves of this story
2026-07-31 Shares rose over 3.5% Thursday after merger details emerged, hitting $315 high
2026-07-31 WSJ reports Tesla weighs China split to facilitate merger; Musk denies, but multiple sources confirm merger talks heat up.
2026-08-06 Growing number of reporters and experts believe merger talks heat up; SpaceX's Megapack purchases and Terafab collaboration strengthen ties
2026-08-08 New view: merger talks could provide a floor for Tesla's share price, helping retain shareholders and employees before closing
2026-08-10 SpaceX's valuation unsettled post-IPO, lockups, vote may be delayed
2026-08-10 WSJ notes merger could wipe away performance targets in Musk's pay package
2026-08-10 Critical clause in Musk's award could wipe out performance targets if merger occurs
2026-09-09 Cybercab launched in Austin, but safety and profitability concerns arise
ProductBull
Tesla FSD Approved in Slovenia, Sixth European Country
Slovenia approves FSD, expanding European footprint
D1 +4.0% · +5d -3.1%
Analyst
Analysts See Tesla Robotaxi Cost Edge, but Software Performance Key
Goldman Sachs says Cybercab may have cost advantage, but software performance is more critical for robotaxi competition
D1 +4.0% · +5d -3.1%
CompanyBull
Optimus Production at Fremont Gains Market Attention
Production start draws comments; Calacanis says it will be best-selling product ever
D1 -1.7% · +5d +1.5%
›2 waves of this story
2026-08-28 Production start is a milestone, yet scaling remains challenging
2026-08-30 Production start draws comments; Calacanis says it will be best-selling product ever
ProductBull
Tesla Expands Robotaxi to Nevada with Extended Hours
Service now runs 6AM-10PM seven days a week, unsupervised fleet growing, Cybercab testing ramps at Giga Texas
D1 -3.8% · +5d +5.4%
›4 waves of this story
2026-08-22 Nevada approves Tesla's robotaxi permit, paving way for paid autonomous service
2026-08-23 Regulatory approval expands from 10 to 5,000 vehicles, advancing paid autonomous service
2026-08-24 Nevada approval expands deployment, but large-scale rollout still hinges on software and safety progress
2026-08-27 Service now runs 6AM-10PM seven days a week, unsupervised fleet growing, Cybercab testing ramps at Giga Texas
Product
Tesla Flying Roadster Demo Nears, but Risks Remain
Musk promises hovering Roadster showcase, but analysts warn it may distract from core risks
D1 +0.7% · +5d +6.0%
›4 waves of this story
2026-08-14 Multiple reports say Roadster will use cold-gas thrusters for brief flight, showcasing Tesla-SpaceX synergy
2026-08-15 Multiple reports suggest Tesla may showcase Roadster this month, with SpaceX thrusters as highlight
2026-08-17 Former president confirms long-standing concept, new design possible this month
2026-08-26 Musk promises hovering Roadster showcase, but analysts warn it may distract from core risks
CompanyBear
Tesla Raises Cybertruck Prices by $5,000 as Sales Miss Goals
Two trims up $5,000, sales miss Musk's goals, potentially impacting orders and margins
D1 +0.4% · +5d +1.7%
›2 waves of this story
2026-08-25 Dual-motor to $74,990, AWD to $84,990; adds to delivery and quality concerns, affecting orders and margins
2026-08-26 Two trims up $5,000, sales miss Musk's goals, potentially impacting orders and margins
RegulationBear
Tesla Recalls 2.98M Vehicles in China for Door Handle Defect
China's regulator disclosed Tesla's largest recall in China, involving door handles and emergency exit design safety fixes
D1 +5.1% · +5d -3.9%
›2 waves of this story
2026-08-21 China's regulator mandates fix for emergency door release; covers Model 3/Y, Tesla's largest China recall
2026-08-23 China's regulator disclosed Tesla's largest recall in China, involving door handles and emergency exit design safety fixes
CompanyBull
Tesla's U.S. EV Market Share Rebounds to 59%
Despite stock decline, record deliveries and 26% revenue growth push share to highest since 2023
D1 -3.8% · +5d +5.4%
CompanyBull
Einride Confirms 500 Tesla Semi Order, Accelerating Electric Truck Commercialization
Following WattEV order, Semi public orders expand, signaling inflection in electric truck demand
D1 -0.7% · +5d +4.0%
›2 waves of this story
2026-08-18 Swedish firm Einride plans to deploy 500 Tesla Semis in North America over two years, with first deliveries in September, serving Amazon and others, boosting Tesla's electric truck adoption.
2026-08-19 Following WattEV order, Semi public orders expand, signaling inflection in electric truck demand
Capital
Tesla-SpaceX Merger Speculation Intensifies, Musk Voting Control in Spotlight
Musk seeks 25% voting control; analysts warn on merger risks to shareholders
D1 +0.8% · +5d +5.6%
›9 waves of this story
2026-07-31 Shares rose over 3.5% Thursday after merger details emerged, hitting $315 high
2026-07-31 WSJ reports Tesla weighs China split to facilitate merger; Musk denies, but multiple sources confirm merger talks heat up.
2026-08-06 Growing number of reporters and experts believe merger talks heat up; SpaceX's Megapack purchases and Terafab collaboration strengthen ties
2026-08-08 New view: merger talks could provide a floor for Tesla's share price, helping retain shareholders and employees before closing
2026-08-10 SpaceX's valuation unsettled post-IPO, lockups, vote may be delayed
2026-08-10 WSJ notes merger could wipe away performance targets in Musk's pay package
2026-08-10 Critical clause in Musk's award could wipe out performance targets if merger occurs
