Latest news with #TSLA
Yahoo
3 hours ago
- Business
- Yahoo
Market Minute 7-28-25- Markets Cheer EU, China Deal Progress
The equity markets are starting the week off with a positive tone thanks to trade deal progress over the weekend. Gold and silver are a bit lower, while crude oil is higher. The dollar is popping, but Treasuries are taking on water. To get more articles and chart analysis from MoneyShow, subscribe to our .) Invest in Gold American Hartford Gold: #1 Precious Metals Dealer in the Nation Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase Thor Metals Group: Best Overall Gold IRA The US and European Union reached a trade deal in Scotland over the weekend, one that will result in EU exporters paying 15% tariffs (rather than up to 50%) on most products. Tariffs on many US exports to Europe will drop to zero. The EU is the US' biggest trading partner, with just over 20% – or about $303 billion – of total imports coming from the bloc in the first five months of 2025. Some European countries complained the deal was too generous to the US. But markets on both sides of the Atlantic rallied because worst-case outcomes were averted. Meanwhile, negotiators from the US and China are meeting in Stockholm this week. The gathering will likely result in another 90-day pause on new cross-border tariffs, one designed to give both sides more time to talk. The previous extension runs through Aug. 12. The iShares Europe ETF (IEV) and iShares China Large-Cap ETF (FXI) are handily outperforming the SPDR S&P 500 ETF (SPY) in 2025, as you can see in this chart. SPY, IEV, FXI (YTD % Change) Data by YCharts The Federal Reserve will meet this week to discuss interest rates, with a decision to be announced Wednesday afternoon. Despite heavy pressure from the White House, Chairman Jay Powell & Co. will almost certainly NOT cut rates this week. But Powell could hint that cuts are coming soon. The final three Fed meetings of 2025 conclude on Sept. 17, Oct. 29, and Dec. 10. See also: ORCL: A Cloud Computing Giant Seeing Turbocharged Growth from AI Finally, Tesla Inc. (TSLA) and Samsung Electronics Co. just inked a $16.5 billion, multi-year semiconductor production deal. Samsung will supply Tesla's next-generation AI6 chip from a new factory in Texas, a major step in Samsung's quest to catch up to industry leader Taiwan Semiconductor Manufacturing (TSM). Samsung shares jumped almost 7% on the news. More From TSLA & GOOGL: Which One is TRULY Focused on Cars CCI: A Wireless Tower Titan that Just Reported Stellar Results Market Minute 7/25/25: Market Bubble? Or Just Gains on Great Earnings? Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11 hours ago
- Automotive
- Yahoo
Tesla Stock Outlook: Is Wall Street Bullish or Bearish?
Tesla, Inc. (TSLA) is a leading American electric vehicle (EV) and clean energy company headquartered in Austin, Texas. Valued at $940.6 billion by market cap, Tesla designs, manufactures, and sells electric cars, battery energy storage systems, solar products, and related software and services. Its popular EV lineup includes the Model S, Model 3, Model X, and Model Y, with plans to expand into trucks (Cybertruck) and autonomous driving technology. Shares of this EV titan have outperformed the broader market over the past year. TSLA has gained 48.1% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 10.6%. However, in 2025, TSLA stock is down 19.4%, compared to SPX's 8.6% climb on a YTD basis. More News from Barchart Tesla Just Signed a Chip Supply Deal with Samsung. What Does That Mean for TSLA Stock? Dear Microsoft Stock Fans, Mark Your Calendars for Aug. 1 Is Lucid Motors Stock a Buy, Sell, or Hold for July 2025? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Zooming in further, TSLA has outpaced the Global X Autonomous & Electric Vehicles ETF (DRIV). The exchange-traded fund has increased 17.1% over the past year and 8.7% in 2025. On Jul. 26, Tesla announced a major $16.5 billion tech partnership with Samsung Electronics to produce its next-generation AI6 chip at Samsung's new Texas fab. The chip is critical to Tesla's Full Self-Driving (FSD), robotics, and data center operations. TSLA shares rose 3.5% in the next trading session. For the current fiscal year, ending in December, analysts expect TSLA's EPS to decline 40.2% to $1.22 on a diluted basis. The company's earnings surprise history is mixed. It beat the consensus estimate in two of the last four quarters, while missing the forecast on two other occasions. Among the 41 analysts covering TSLA stock, the consensus is a 'Hold.' That's based on 12 'Strong Buy' ratings, two 'Moderate Buys,' 17 'Holds,' and 10 'Strong Sells.' This configuration is less bullish than a month ago, with 14 analysts suggesting a 'Moderate Buy.' On Jul. 21, Cantor Fitzgerald analyst Andres Sheppard reiterated an 'Overweight' rating and $355 price target on Tesla, citing key near-term catalysts. While acknowledging short-term challenges, such as macroeconomic conditions, Elon Musk's controversial public image, tariffs, and the potential loss of the EV tax credit, the firm remains bullish in the long term. TSLA currently trades above its mean price target of $298.80, and its Street-high price target of $500 suggests an ambitious upside potential of 53.6% from the current market prices. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
14 hours ago
- Automotive
- CNBC
Tesla's valuation could 'far exceed' current levels, RBC Capital Markets says
Tesla has big shoes to fill in robotics and driving software and is making significant progress in those goals, according to RBC Capital Markets. The investment firm maintained its outperform rating on the electric vehicle stock while lifting its price target by $4 to $325, which analyst Tom Narayan said incorporates Tesla's 2026 valuation and global humanoid robot penetration estimates. Narayan's new price target suggests shares are fairly valued, as the stock last closed at $325.59 per share. Shares are down more than 19% year to date. "Should Tesla be successful on all of its goals, its valuation could far exceed even current levels. The Austin robotaxi launch has been better than many feared and the company is looking to expand in more cities," Narayan said in a Monday note to clients, adding that "regulatory hurdles remain, however ... we expect the end of IRA credits and high levels of used EV inventory to pressure the auto business for the next several quarters." Narayan pointed to Tesla's $300 million tariff-related impact in the second quarter, stemming from headwinds in its cars and energy business. TSLA 1Y mountain Tesla stock performance over the past year. Looking ahead, Narayan is bullish on Tesla's robotaxi expansion, although he believes the company's goal to reach half of the U.S. population by year-end is a "stretch target." Tesla recently expanded its robotaxi operating region in Austin, Texas , and is testing the service in Nevada and the San Francisco Bay Area among other locations. He's also betting big on Tesla's humanoid robots efforts. "Management maintained its goal to reach 1M units per year in less than 5 years. The prototype of its Optimus 3 will be ready by the end of this year and SOP still start next year," Narayan said in the note. "Our model only assumes this business will be used for manufacturing jobs. The reality is should these be used for home/retail purposes, the potential upside could be far greater than any other Tesla business." Narayan remains watchful of Tesla's full-self driving V.12 updates, which he said has driven a 25% increase in adoption rates. The company's supervised FSD remains to be approved in the EU and China, he said.
Business Insider
17 hours ago
- Automotive
- Business Insider
‘It's Only Just Begun,' Says Andres Sheppard About Tesla Stock
Tesla (NASDAQ:TSLA) stock is steering into the future – quite literally. On June 22, the company officially launched its much-anticipated robotaxi service in Austin. Tesla began using Model Y vehicles equipped with autonomous driving technology to transport select invite-only passengers around predefined neighborhoods at a playful flat fee of $4.20 per ride. For now, however, each vehicle still includes a safety monitor seated in the front passenger seat, providing an additional layer of supervision and reassurance during these autonomous trips. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. It wasn't long before Tesla took its next leap forward: on June 27, the company completed its first fully autonomous vehicle delivery. Imagine a Model Y quietly departing Tesla's Gigafactory, cruising effortlessly through Austin's streets, and parking itself in the customer's driveway without a single human intervention – that's exactly what happened. Furthermore, the company announced plans last week to ramp up its robotaxi operation in Austin by adding more vehicles and expanding service coverage. As the system matures and local regulations allow, Tesla aims to phase out the in-car safety monitors altogether, ushering in a truly driverless passenger experience. Looking further ahead, Tesla is already sketching out the next generation of autonomous ride-sharing. In 2026, the automaker plans to roll out its futuristic Cybercab – a purpose-built, fully autonomous vehicle without a steering wheel or pedals. Cantor analyst Andres Sheppard sees Tesla's latest moves as another powerful signal of the company's strategic edge in the rapidly evolving autonomous vehicle landscape. According to Sheppard, Tesla's focus on expanding its robotaxi services marks a critical step toward solidifying its role as a frontrunner in the competitive ride-sharing market. 'We expect Robotaxi expansion into the Bay Area (in 3Q), followed by Arizona, Nevada and possibly Florida (in 4Q25/2026E), subject to regulatory approvals… Overall, we continue to see Tesla's Robotaxi segment as a software-as-a-service, high-margin model, and we expect TSLA to have the ability to rapidly scale following commercialization. We expect TSLA will capture a leading market share in these industries,' Sheppard opined. To this end, Sheppard rates TSLA shares an Overweight (i.e., Buy) along with a $355 price target. (To watch Sheppard's track record, click here) What does the rest of the Street think? Looking at the consensus breakdown, opinions from other analysts are more spread out. 14 Buys, 15 Holds and 8 Sells add up to a Hold (i.e. Neutral) consensus rating. In addition, the $310.65 average price target indicates ~5% downside from current levels. (See TSLA stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Business Insider
17 hours ago
- Business
- Business Insider
Tesla Faces $5,900 Robot Challenger as Unitree Unveils R1 Humanoid
Chinese robotics company Unitree has revealed its new humanoid robot, the R1, with a starting price of $5,900. The company introduced the robot at the World AI Conference in Shanghai last week. The R1 drew public attention for its agility, including cartwheels and balance moves, demonstrated in live videos and online clips. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. The R1 stands 4 feet tall and weighs 55 pounds. It includes 26 joints for multi-axis mobility and features voice and image recognition tools. Unitree states that the robot utilizes an 8-core chip with an integrated GPU. The device supports Wi-Fi 6 and Bluetooth 5.2 and includes a removable battery with a runtime of around one hour. The launch adds pressure to other companies in the humanoid robotics space, including Tesla (TSLA). Tesla has yet to ship its Optimus robot and has not confirmed a production date, although Elon Musk projects producing 100,000 robots every month by 2030. Musk has also estimated that Optimus will cost at least $20,000. That is more than three times the R1's announced price. The R1's hardware shows a focus on motion over task performance. It does not include usable hands or physical manipulation tools. Analysts note that it is designed for testing and software development, rather than for home or factory use. Unitree has not provided a delivery timeline, but states that the robot is still in development. The company expects to use third-party dealers for global distribution. Previous Unitree robots have carried higher price tags. The G1 humanoid started at $16,000, while the H1 model reached a price of $90,000. The company says it wants to lower cost barriers for developers and early adopters. A Growing Industry The humanoid robotics space has drawn rising interest from investors. Boston Dynamics, owned by Hyundai Motor Company (HYMLF), has developed its Atlas robot for research use, but its price exceeds $100,000. Other companies working in the field include Agility Robotics, Apptronik, and Sanctuary AI, all of which are focused on enterprise deployment. The R1 launch aligns with government targets in China, where robotics is a national priority under industrial policy plans. Unitree has stated that it aims to integrate humanoid robots into homes and offices in the long term. For now, the R1 adds a new price benchmark in a market still early in commercial adoption. We used TipRanks' Comparison Tool to analyze Hyundai Motor Company (HYMLF) and Tesla (TSLA), both mentioned in the article. This gives you a broader view of how the two stocks compare across key metrics.
