Why analysts are watching it
Analysts are closely monitoring Tesla due to a mix of strong performance indicators and concerning long-term outlooks. Everything Money, on May 4, 2026, highlighted better-than-expected Q1 revenue and adjusted EPS, along with the company's expansion into Optimus robot factories and AI chip development. Chris Sain, across several videos in early to mid-May 2026, expressed strong bullish sentiment, often citing significant personal trading wins on Tesla and predicting the stock could reach $500. However, bearish views are also prominent; Value Investing with Sven Carlin, Ph.D. consistently pointed to extremely high P/E ratios in late April 2026, questioning the company's valuation as a car manufacturer. Jerry Romine Stocks, on April 28, 2026, positioned Tesla as the "wildcard" among the Magnificent Seven, treating it like a tech company that "got smoked" in his comparison. Ultimately, the stock's future hinges on whether it is primarily judged as a car company with significant competition from BYD (as pointed out by Everything Money on May 4, 2026) or as a leader in AI and robotics. Volatility is expected due to these divergent interpretations.
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Source clips
"Tesla spent years telling investors they're a tech company. Today, we treated them like one, and they got smoked. One point out of 18, dead last."
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"I'm hoping you made money with Tesla, as I laid the levels out inside there for you guys."
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"Tesla takes third."
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"Many things will not rebound. Think about the Tesla."
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"Peep How Jensen Wong and Elon Musk was both at the meeting with the president. Sometimes guys, those are covert signs that they're trying to signal to you. Don't be surprised if those two stocks, take a good look at them today, benefit just from proximity. Not that their fundamentals have changed, not that they done sold more cars or made more GPUs, none of that. It's just because they were present on the trip to China."
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"how to hit Tesla at level nine of the S&P 500, which means that all the world investing passively for their retirements push more money into Tesla because it's so valuable, therefore you need to own it even if there are no profits. The market cap is 1.2 trillion, the P ratio 360, if it continues like last quarter 700. And now, even bigger genius losing 5 billion per year, 1.8 trillion market capitalization."
— Tesla Stock Marketing ??? Elon's Genius & Passive Investing!
"Another company he failed to [532s] mention there in regards to that in [534s] terms of having tons and tons and tons [535s] of personal data you know with Tesla as [538s] well. Absolutely that's one of the [539s] reasons why I think you know robotaxi [541s] long term FSD long term is going to be [543s] something they're going to be ahead of [545s] the vast majority of individuals on."
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"MU, AMD, Intel, Nvidia, Tesla, any of the any any of them kind of plays, okay?"
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"I had a 164% win on uh Tesla today."
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"First, in 2016, Elon said that all Tesla vehicles being produced had the hardware to be completely self-driving. In 2019, he said Tesla would have 1 million robo-taxis on the road by the end of 2020."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"If a public company like [455s] Tesla will say has the data for them to [456s] train their robot taxis and their [458s] autonomous cars they're going to save a [459s] lot of time money and energy on building [461s] these internal AI tools."
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"Just like people like to say Tesla's different and all that sort of stuff, even though it's been flat for what? 4 and 1/2 years now or so."
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"If you're holding Tesla or Amazon as part of a Mag 7 thesis, and assuming they're roughly interchangeable with Nvidia or Microsoft, the numbers say otherwise."
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"I had a 164% win on uh Tesla today."
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"But, take it one step at a time, okay? Take it one step at a time, all right? Let me look at this. We are going to have a high at 498. Yep, so we got to get to 500. That's where we're ultimately trying to go."
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"fabs for Nvidia and AMD, Apple and Google, Tesla"
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"And guys, here's what really excites me as an investment analyst, the Q1 numbers themselves from Tesla were far stronger than anybody expected. Revenue of $22.4 billion, up 16% year over year, crushing estimates."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"Well, then you're left holding a car company at a high-growth software company valuation. And I need to be honest with you, that will be an extremely painful place for you to be."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"Oh, yeah, Tesla has a P/E ratio of seven. Sorry, it matters."
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"Microsoft stock is down by over 20% year-to-date, making it the second worst performer of the Magnificent Seven, right after Tesla."
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"Tesla is last at 3.9%."
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"Tesla is trading at nearly 50 times more expensive per unit of profit than Nvidia."
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"He announced that Tesla is converting part of its Fremont, California factory, the one that currently builds Model S and X vehicles, into an Optimus robot factory."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"Cybercab, the dedicated robotaxi vehicle, is on the schedule for production, according to Elon. And Tesla revealed it's designing its own AI chip called AI5, completing the final stage of the chip design process very shortly."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"I got busy with Tesla. I Look, I made money with Tesla on the way down this morning, and then boom, was able to get out unscathed, and then take the play back to the upside. It was a phenomenal day making money in both directions and this is what it's all about."
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"If you just do the spy with me or the Tesla, I can change your life, but we got to lock in, okay?"
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"Tesla is no longer being talked about as a car company. Investors, analysts, and Elon Musk himself are framing this as an AI and robotics story."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"You hit out the park with Tesla"
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"For example, all the momentum is in AMD. All the momentum is in Nvidia. All the momentum is in Tesla, okay?"
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"It's not 14 bucks, it's 14 cents? Well, then the P/E ratio is 744 on an equal basis for the following quarters, standard for Elon Musk's businesses and Tesla."
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"And unfortunately, those Tesla shareholders who believe that are still waiting and honestly will be for some time as Tesla is still down from that 2021 high after almost five years."
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"massive massive rally fueled by Tesla because EVs are going to take over the world and climate change and all of that. After Tesla, you had Neo."
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"Musk said during the Q1 call, "I think Optimus will be our biggest product, not just Tesla's biggest product, but probably the biggest product ever created.""
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"So, let's start at the bottom. The worst [133s] one. This is the stock that I believe is [136s] the biggest problem right now. The one [138s] that based on my analysis could actually [141s] lose you money if you bought it today. [143s] And I want to be clear about something [144s] before we look at the numbers. Tesla is [147s] currently a car company."
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"A lot of people think Tesla's going to [146s] be a leader in autonomous driving. I [148s] think that's going to be very different."
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"First, Intel joined Terafab, a $25 [506s] billion chip factory being built in [508s] Austin with Tesla, SpaceX, and XAI using [512s] Intel's most advanced manufacturing [514s] technology."
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"I got busy with um Bloom Energy, and I got busy with Tesla. I Look, I made money with Tesla on the way down this morning, and then boom, was able to get out unscathed, and then take the play back to the upside. It was a phenomenal day making money in both directions and this is what it's all about."
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"I made 100K two days in a row this week cuz Tesla went crazy and I called these levels out."
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"with Tesla last at 8.3%."
— I Compared All 7 Magnificent Seven Stocks — The Winner Was Obvious
"Buy all dips, okay? On the strong stocks, MU, AMD, Intel, Nvidia, Tesla, any of the any any of them kind of plays, okay?"
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"You know, Tesla's trying to you know, monetize it in a completely different way, you know, through robot taxi and hopefully Optimus one day."
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"short Tesla puts"
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"Tesla at 18.7%,"
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"Let's get on to number two, and that stock is Tesla. Now, I think I've covered Tesla enough on here. You guys know exactly what I think about it. This is basically uh people trying to play games with Tesla at this stage. It's the only only logical reason I can make it uh stick here at number two. It's not cheap on a valuation. It's extremely expensive. Um, obviously earnings have been just trash for a couple years now."
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"He said, and I am quoting him directly when I say this, "I think it's time to bring the Model S and X to an end with an honorable discharge because we're moving into a future that is based fully on autonomy.""
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"Tesla at 7.2%"
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"I'm hoping you made money with Spy. I'm hoping you made money with Tesla, as I laid the levels out inside there for you guys."
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"He looked at seven stocks he thinks have the potential to outperform the Mag 7 including Tesla over the next decade."
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"So, imagine Tesla as a marketing tool, because they know it works, puts on such a stupid picture."
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"You are getting my daily briefing in our morning huddle on SPY and Tesla, and you are setting your week up properly."
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"This is not the same as looking at financials for Google or Amazon or even Tesla or any of those other companies out there."
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"So, Tesla [snorts] remains a future investment. Even if I look at the earnings this quarter, I will take the normal GAAP earnings because that's what matters. 13."
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"So, despite Tesla the clear and SpaceX will be the next gem in this AI bubble, I would not go short because you can lose a lot of shirts on shorting Tesla."
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"I [438s] think data driven businesses like you [440s] look at Meta for example you look at [441s] Tesla companies that have all this [442s] internal data that you can use to train [444s] their models. I think they're going to [445s] be the long term winners because they [447s] don't need to buy that data right"
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"Tesla levels as well as the Spy. Now, Tesla, keep your eye on that, man. It's battling at 400. If we can break and hold, breaking ain't enough. We got to hold it. Guys, that one might be ready to take off in the next 7 to 14 days, okay? Stay tuned on that one because the way that one run, if you catch it, it can change your life, okay?"
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"Adjusted EPS of 40 cents or so versus 35 cents, which was expected, and gross margins came in at a whopping 21.7% versus the 17% Wall Street was previously modeling. That is a significant beat. The car business is performing better than people actually expected."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"Tesla, the wildcard. For years, Tesla has been telling anyone who would listen that they're not a car company, they're a tech company."
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"We going to cook the spy. We going to cook Tesla, okay?"
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"First, Intel joined Terafab, a $25 billion chip factory being built in Austin with Tesla, SpaceX, and XAI using Intel's most advanced manufacturing technology."
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"On top of that, Tesla, let me pull this up. Tesla, get everybody get on the 1-hour time frame for me or the 1-day time frame. Tesla had a nice nice breakout today with some good volume, okay?"
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"Tesla has a market cap of 1.2 trillion."
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"I went to Tesla's investor relation page"
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"Tesla levels as well as the Spy. Now, Tesla, keep your eye on that, man. It's battling at 400. If we can break and hold, breaking ain't enough. We got to hold it. Guys, that one might be ready to take off in the next 7 to 14 days, okay?"
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"And I made some money to the downside on Tesla and then boom, it bounced at 10:30."
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"Tesla, get everybody get on the 1-hour time frame for me or the 1-day time frame. Tesla had a nice nice breakout today with some good volume, okay?"
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"Now, this is a AI company, a AI car company. So, it's like Tesla but in Dubai."
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"LOWER Your Tesla Stock Expectation in 2024"
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"So, Tesla hit 445. Tesla is looking to go test 450, okay?"
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"We are going to have a high at 498. Yep, so we got to get to 500. That's where we're ultimately trying to go."
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"I made some money to the downside on Tesla and then boom, it bounced at 10:30. The stock bounced back to the upside."
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"Tesla is facing real competition at this point. For example, from BYD in China, who overtook them as the largest EV producer in the world, and also from a few other companies in the US, from a growing number of EV makers globally who are trying to close this technology gap that Tesla has had for years."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"This is not the same as looking at financials for Google or Amazon or even Tesla or any of those other companies out there."
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"On robotaxi, Tesla is moving even faster. As of right now, the company has expanded unsupervised robot robotaxi services to parts of Dallas, Houston, even in Austin, Texas."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"A lot of people think Tesla's going to be a leader in autonomous driving. I think that's going to be very different."
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"Tesla has not filed for all the permits it needs in California to operate a commercial robo-taxi service."
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"Robotaxis, the story of your Tesla being rented out as an Uber while you're sleeping has been sold 6-7 years ago and it's still not there."
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"So the CapEx from this week's earnings call, the Tesla CFO said 2026 CapEx will be over 25 billion dollars. Guys, 25 billion dollars. That level of spending will result in massive negative free cash flow for the rest of the year, basically guaranteed."
— The Tesla Valuation Nobody is Talking About | 25 Trillion
"and Tesla at 50.36."
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"Ask all those Tesla shareholders who bought the peak in 2021 because $1,000 per share or more, you know, bear case, $1,000 per share and I'm split adjusted, was right around the corner."
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"We know about Tesla. They've got some real challenges recently. The Elon Musk recently admitted that their version 3 hardware is never going to make its way to full autonomy."
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