Tesla Q1 Preview: Losing The Robotics Race [Seeking Alpha]
Tesla, Inc. (TSLA)
Last tesla, inc. earnings: 4/29 04:11 pm
Check Earnings Report
US:NASDAQ Investor Relations:
ir.tesla.com
Company Research
Source: Seeking Alpha
TSLA's robotics division lags competitors, with only ~1,000 Optimus robots deployed, mostly for internal beta testing. Valuation is driven by expectations for robotics, yet actual EV growth is modest and robotics revenue remains distant. I await a concrete strategy from CEO Elon Musk to establish a defensible robotics moat before reassessing TSLA stock's rating. Victor Golmer/iStock Editorial via Getty Images Investment Thesis Tesla, Inc. ( TSLA ) shares are now up over 27% since the last time I wrote on the EV giant last summer. That was on the back of a fairly strong Noah Cox (main account author) is the managing partner of Noah's Arc Capital Management. His views in this article are not necessarily reflective of the firms. Nothing contained in this note is intended as investment advice. It is solely for informational purposes. Invest at your own risk.
Show less
Read more
Impact Snapshot
Event Time:
TSLA
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
TSLA alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
TSLA alerts
High impacting Tesla, Inc. news events
Weekly update
A roundup of the hottest topics
TSLA
News
- CNBC's The China Connection newsletter: China ships more humanoid robots than the U.S. as investors diverge on AI bets [MSNBC.com]MSNBC.com
- Ford CEO says Tesla doesn't have an ‘updated vehicle,' and now he's pivoting to catch up with his real competitor: China's BYD [Yahoo! Finance]Yahoo! Finance
- CNBC's The China Connection newsletter: China ships more humanoid robots than the U.S. as investors diverge on AI bets Share [CNBC]CNBC
- Tesla Q1 Earnings Are Due April 22. Is TSLA Stock a Buy Before the Report? [Yahoo! Finance]Yahoo! Finance
- GM doles out $40 million to bring on Tesla alum Sterling Anderson [Yahoo! Finance]Yahoo! Finance
TSLA
Earnings
- 1/28/26 - Beat
TSLA
Sec Filings
- 4/2/26 - Form 4
- 4/2/26 - Form 8-K
- 4/1/26 - Form 4
- TSLA's page on the SEC website