Tesla — Company · TLDRocket

Signals

9 stories (+0%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

10 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

2 events

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jun 2026 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

TSLA · NASDAQ · last close $358.08 (16 Sep 2026)

+15.1% over this window · S&P 500 +0.9% (dashed line)

Price moves around recent events

8 Sep Tesla launched its steering-wheel-free Cybercab in Austin, and riders reported a virtual joystick that enables manual control shortly after launch Deployment

-0.1% next day, +0.4% vs S&P 500 · -3.2% over 5 trading days, -2.0% vs S&P 500
2 Sep Tesla began public passenger rides with its Cybercab robotaxi in Austin, Texas, and the US federal government initiated an investigation over whether the vehicles meet federal safety standards Deployment

+5.4% next day, +4.4% vs S&P 500 · +1.8% over 5 trading days, +2.8% vs S&P 500
18 Aug Tesla robotaxis in Austin appear to be operating fully unsupervised without onboard human safety monitors Deployment

+4.2% next day, +4.0% vs S&P 500 · +4.0% over 5 trading days, +4.2% vs S&P 500
4 Aug SpaceX reports first quarterly earnings with strong revenue growth but massive AI infrastructure spending sparks investor selloff Deployment

-1.8% next day, -1.6% vs S&P 500 · +1.7% over 5 trading days, +1.8% vs S&P 500
20 Jul AMD launches Helios rack-scale AI system and commits $5 billion to Anthropic partnership; NVIDIA releases Vera Rubin platform with Spectrum-6 networking Product launch

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

TSLA · daily closes

$358.08 -15.1% · 12 months 52-week high $498.83 · low $297.38

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +1.85%

Candlestick · last 30 trading days

Read TSLA is down 15.1% over twelve months, trading -28.2% from its 52-week high ($498.83, 22 Dec) — the strongest month was August at +18.2%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

TSLA · quarterly EPS

Next report Tue 20 Oct · after market close Q3 FY2026 est EPS 0.45 est revenue $28.3B 1 month from now

Q2 2026 latest

0.33 EPS

est 0.52 -36.4%

Q1 2026

0.41 EPS

est 0.38 +8.7%

Q4 2025

0.50 EPS

est 0.45 +10.1%

Q3 2025

0.50 EPS

est 0.56 -10.5%

The TLDRocket take Q2 2026 · written 5 Aug 2026

Tesla's Q2 2026 print came in at $0.33 versus a $0.52 estimate, a 36% miss and a sharp reversal from the prior two quarters, which both beat (Q1's $0.41 topped $0.38, Q4's $0.50 topped $0.45). Zoom out and the pattern over the last four quarters is genuinely choppy — beat, beat, miss, now a bigger miss — which suggests estimates and reality are struggling to sync up as Tesla's story shifts under everyone's feet. That shift is the real subplot: Musk now spends nearly half of every earnings call on AI, robotaxis and Optimus rather than cars, and the numbers increasingly need to be read against that pivot rather than against traditional auto metrics like deliveries or margins, neither of which were provided here.

The infrastructure buildout is real and expensive. Tesla's deploying NVIDIA's new Spectrum-6 networking gear for AI training, filed a trademark for its own 'Megapod' data center hardware to compete in compute infrastructure, and upgraded Cybercab's onboard computing for its self-driving stack — all of which cost money now and pay off later, if ever. Meanwhile the Robotaxi expansion into Orlando and Tampa arrived without fleet size or availability numbers, which is the kind of announcement that generates headlines without letting you check the math. On the balance-sheet side, SpaceX buying $329 million in Tesla Megapacks this year (mostly for xAI data centers) is a real revenue line, though it's worth noting SpaceX's own valuation just got cut in half post-IPO, which is a reminder that Musk's satellite ventures aren't a risk-free demand backstop.

With a $1.3 trillion market cap resting increasingly on autonomous driving and AI infrastructure bets rather than car sales, a 36% EPS miss is the kind of number that should matter — but the thin operational detail behind the robotaxi rollout and the Megapod filing makes it hard to say whether this quarter's miss reflects execution problems, spending ramp, or just estimates that haven't caught up to where Tesla says it's headed. Rivals like Agility Robotics setting up shop literally near Tesla's Optimus plant is a small signal that the humanoid-robot race is heating up around Tesla, not just at it.

Read alongside: Cybercab Cybercab Waymo Full Self-Driving Spectrum-6

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.