Tesla ( (TSLA) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Forget margin or options. Here's how the pros trade TSLATesla is starting 2026 under pressure as U.S. electric‑vehicle registrations fell about 17% in January, marking a fourth straight monthly decline and reflecting the loss of federal tax credits and softer demand. Yet because overall U.S. EV sales dropped more than 20%, Tesla may have gained market share even as it cut prices and faced intensifying competition, especially in China.
Globally, Tesla’s 2025 deliveries slid 8.6% to about 1.64 million vehicles, its second annual decline after years of rapid growth, hit by slower EV adoption, rising rivals and model transitions. At the same time, Xiaomi’s cheaper YU7 SUV more than doubled Tesla Model Y sales in China in January, underscoring the threat from local brands and helping explain why Wall Street’s average Tesla price target of about $396.80 now implies modest downside.
Internally, Tesla is dealing with the departure of several long‑tenured leaders, including its Director of Vehicle Operations and Engineering in Fremont, amid reported discontent over the company’s pivot toward robotics and AI. Critics say Tesla is “no longer innovating” in cars, with no major new model since the Cybertruck, but management is clearly emphasizing autonomy, energy and humanoid robots as the next growth engines.
Despite muted consensus views – 12 Buys, 11 Holds and seven Sells, with a Hold rating overall – some analysts see major upside as Tesla tries to reinvent itself. Tigress Financial’s Ivan Feinseth initiated Tesla with a Buy and a $550 target, arguing the company is evolving into a “physical AI” platform built on Full Self‑Driving subscriptions, future robotaxis, the Optimus robot and energy storage, which he believes could create a powerful new growth flywheel beyond the maturing EV business.
For investors, Tesla stock has been volatile but resilient, gaining about 20% over the past year despite the operational headwinds. The tug‑of‑war between slowing EV sales, fierce Chinese competition and execution risks on one side, and the long‑term promise of software, autonomy, energy and robotics on the other, is likely to keep Tesla at the center of market debate – and its valuation highly sensitive to any signs that the new AI‑driven strategy is starting to deliver tangible results.