Tesla Stock (TSLA) — Direct Equity Access

Tesla (NASDAQ: TSLA) closed at ~$400 with a $1.27 trillion market cap. While the core auto segment faces near-term headwinds — FY2025 revenue dipped 3% to $94.83B and Q1 2026 deliveries of 358K missed consensus — the investment thesis has evolved far beyond cars. Tesla Energy generated $12.77B at 30% gross margins in FY2025, up 27% YoY, and is on track for $20B+ in 2026. The Austin robotaxi fleet has grown to 135 active vehicles, with expansion to Houston, Dallas, and Phoenix planned this year. Cybercab mass production begins April 2026. FSD has now logged 8.2 billion miles. Wall Street price targets range from $135 (bear) to $4,600 (ARK Invest bull case with robotaxi at 90% of value). Key 2026 catalysts include robotaxi city expansion, Cybercab production ramp, FSD licensing deals, Optimus commercial deployment, and the Terafab AI chip factory. Musk Space provides fractional and full-share TSLA accumulation through our brokerage allocation programme, with enhanced yield overlay from our options strategy desk.

• Tesla Energy: $12.77B revenue at 30% margins — most undervalued segment
• Robotaxi fleet live in Austin with 135 vehicles — expansion to 3+ cities in 2026
• Cybercab mass production launching April 2026 — purpose-built autonomous vehicle
• FSD v13 logged 8.2 billion miles — licensing to other OEMs could unlock 80%+ margin revenue
• Analyst targets: $135 (bear) to $4,600 (bull) — asymmetric upside potential