Market cap and multiples come from this site’s live price feed. Scenario and segment figures are only those with a cited source. Missing numbers are left blank.
TSLA
Yahoo Finance · 2026-11-13 15:00 UTC
Price
$390.86
-1.66%
Market cap
$1.50T
P/E
466.2x
EPS
$1.08
52w low $297.38 · high $498.83
Sliders are assumptions. The output is arithmetic — future revenue × margin × multiple — not a target, a recommendation, or advice. It can differ from any filing.
Default is Q3 2026 revenue $28.05B × 4 (Tesla Update, 21 Oct 2026) as an illustrative run-rate — Tesla has not printed this as a 2026 total.
Segment mix (read as 100%)
Mix is an assumption about where growth sits; it does not change starting revenue in the formula above.
Revenue in 5y
$279.2B
Earnings in 5y
$7.8B
Implied value
$312.7B
Formula: starting revenue × (1 + growth)^years × margin × multiple. Not a Tesla filing or a live quote. Illustrative, not advice.
ARK Invest, 16 Oct 2026, 5,000 Monte Carlo runs. Price targets are 2031 scenarios, not a current recommendation. ARK said a TSLA–SPCX merger is not in the model.
Bear
$3,300
CAGR 53%
Base
$4,400
CAGR 62%
Bull
$5,000
CAGR 66%
Near-term street snapshot: Jefferies HOLD · $420 PT (2026-10-13). Different horizon from the 2031 scenarios.
Automotive
Q3 2026 deliveries 486,532 (Street 461,974) and production 464,391 (+4% YoY). Company revenue for the quarter was $28.05B. Musk told the Q3 call that vehicle demand exceeds production by a “significant margin,” driven by FSD interest, with a 2030 production goal of 5 million vehicles. Cumulative deliveries passed 10 million.
Energy
Q3 2026 energy storage deployments were 13.7 GWh (Street 15.9 GWh). Chair Robyn Denholm’s 2026 shareholder letter said Megapack 3 shipments had started. Subsequent coverage logged a $840M Apollo Power Megapack contract (~1 GW through 2029) and a $265M Taiwan order (260 Megapack 2XL units). Tesla Energy does not publish a separate ticker.
FSD / robotaxi
Q3 2026: FSD active subscriptions 1.74M (+67% YoY) in one call recap, and “surpassed 1.7M” in the earnings note; cumulative FSD miles ~15 billion. Unsupervised robotaxi miles reached 2 million (8× QoQ, zero accidents cited). Denholm: FSD in 190+ countries; Cybercab production started at Giga Texas.
Optimus
An Oct 19 SEC-related note in Investus research confirmed first Optimus V3 production lines at Fremont. A later factory note said the Model S/X line at Fremont was converted in 46 days and shipped the first production-quality robots. ARK’s 2031 model (below) treats Optimus unit volume as a scenario input, not a current run-rate.
Editorial research for information only — not investment advice or a solicitation to buy or sell. Verify figures against the primary sources before making decisions.
Investus editorial notes tagged Tesla (TSLA).
Musk posted the project name only. Fort Bend approved four incentive agreements. Tesla has not confirmed the site, a groundbreaking, or a production date.
NHTSA’s Special Order AQ26002 asked Tesla under oath how Cybercab meets federal safety standards. What is public as of early November 2026 is a confidentiality claim over the sworn answers—especially Request 8—and a first-responder plan, not a finding of noncompliance. This guide maps the docket and Tesla’s primary filings. It is not a buy, sell, or price-target note.
A Tesla recruiter said on Oct. 28, 2026 that the company is “officially coming” to Vietnam and posted five jobs, including sales manager, service manager, and charging-project developer. Tesla Motors Vietnam LLC was registered in Ho Chi Minh City on Sept. 11. VinFast has taken about 36% of Vietnam’s new-car market in the first nine months of 2026. Southeast Asia is opening; tariffs, price, and charging will decide how large the opening is.
On the evening of Oct. 27, 2026 a Tesla Semi caught fire on I-880 in Hayward, California, with no crash. The driver was unhurt; the freeway stayed closed about 10 hours; the cause is under investigation. The same week, Pilot/Flying J opened its first 1.2 MW Megachargers for the Semi at Ellabell, Georgia and Tulare, California, with Fort Stockton, Texas and North Las Vegas next. Infrastructure progress and battery-safety risk arrived in the same news cycle.
MSFT Q3 EPS $4.89 (+4% beat), Revenue $92.2B (+2% beat), +6.11%. GOOGL Q3 revenue inline but -9%: margin 31.8%, 2nd straight negative FCF, capex doubled. TSLA Cybercab 573 (+222 last week), 7x cheaper than Waymo. AWS 2028E $373.6B (Morgan Stanley, ~3x 2025). Anthropic cash $131.7B = #3 non-bank US company. Gemini 4 Carbon 96% long-context. Fed Warsh: -1 voter 2027, meetings 8→6 in 2028.
Tesla Q3 2026: Adj EPS $0.48 beat consensus $0.45 (+7%). Revenue $28.05B. Net income $787M (-43% YoY, mostly non-cash items). Energy segment revenue $4.6B (+50% YoY, record). CapEx annual guide cut from $25B to $20B. FSD active users surpassed 1.7M. FSD on Turo launches Oct 28.
Opinion/prediction: Cybercab becomes material to earnings faster than Model 3. Structural case: software margins, near-zero marginal AI cost, 24/7 fleet utilization. Labeled as opinion — no confirmed quarterly segment data yet.
BREAKING IBM Q2 miss −28% · CPI −0.4% · Chamath TSLA~$600 · Robotaxi 765 · GOOGL 1.6GW · TSMC $140B · JPM $16.9B · NFLX $169 · SNDK $3,100 · LCID −41.74%. More in individual reports.
Tesla FSD active subscribers reached 1.29M in Q1 2026, up +17% from 1.10M in Q4 2025. SPCX target raised $190→$230. Q2 earnings July 22, est. revenue $39,098M. 'Best earnings in years' forecast.
California's Lathrop Megafactory confirmed at full capacity as of Q2 2026, producing Tesla Semi trucks and Megapack energy storage. Full production signals a Q2 energy segment earnings beat and validates the thesis that Tesla's high-margin energy and services businesses are offsetting auto margin pressure.
Tesla Q1 2026: revenue $4.69B (+15.4% YoY), but total costs +64% YoY drove an operating loss of -$1.94B and net loss of -$4.28B (EPS -$1.27). Share count rose +35% YoY. FY2025 full-year net loss was -$4.94B, Tesla's largest ever. The quarter marks peak investment before robotaxi/Optimus/FSD revenue converts.
