Seeking Alpha
22 Oct 2026, 13:50 UTC · 2h ago
Tesla: Profits No Longer Matter
Impact · against what's priced in
Tesla's Q3 results confirm existing expectations regarding its diversifying revenue streams, while the speculation regarding a SpaceX takeover introduces a novel, purely speculative catalyst. The core fundamentals of the automotive decline and the missing robotaxi catalysts remain unchanged.
- TSLA+0.30
Not in the price yet
- In context
The possibility of a SpaceX takeover bid within six months is not currently factored into the valuation and would likely act as a significant price catalyst regardless of the automotive fundamentals.
What TSLA's price assumes · Aug 25
