TSLA: 244.73

Stock Chart

There are concerns over Tesla’s ability to scale its service operations with the upcoming anticipated growth of its global fleet after the introduction of the Model 3 later this year. Tesla operates all its service centers on its own without third-party franchises and while there have been wait time problems in certain regions, the company managed to scale its operations.

With Tesla expected to go from an annual production rate of 100,000 units to 500,000 within the next ~18 months, it will be significantly more difficult to scale service, but long-time Tesla executive Jochen Rudat tried to reassure Tesla owners in a new interview today and hinted at Tesla’s autonomous driving tech helping with the issue. expand full story

January 19

TSLA: 243.76

Stock Chart

Morgan Stanley’s analyst Adam Jonas is one of the few analysts covering Tesla capable of moving the needle with his commentary on the company, which he did this morning.

Tesla’s stock surged 4% in pre-market trading after Jonas issued a new note in which he is much more optimistic about his delivery estimates for the Model 3 and it resulted in an upgrade to an ‘outperform’ rating and a price target of $305.00 – up from $242.00. expand full story

January 18

TSLA: 238.36

Stock Chart

While we already knew that Tesla was installing drive unit production lines at the Gigafactory, which was originally only supposed to produce battery packs, after the company’s Vice-President of Engineering for Drive Systems got involved in the manufacturing at the plant and posted new jobs for the effort, Tesla officially confirmed last night that Model 3 drive unit production will happen in Nevada and revealed a few new details. expand full story


January 17

TSLA: 235.58

Stock Chart

The fact that Tesla’s production volumes are dwarfed by most established automakers is one of the main point used by the company’s detractors. It’s certainly true that Tesla’s annual production rate of about 100,000 is currently a drop in the bucket of the automotive industry, but nonetheless, its rapid growth is giving it enough credibility to strengthen its supply chain.

In a new interview, Tesla’s former Vice President of Supply Chain Management, Peter Carlsson, says that he expects the supply chain of the upcoming Model 3 to be “a bit easier” than the supply chains of the Model S and X, which he is credited of having built. expand full story

January 16

TSLA: 237.75

Stock Chart

The latest round of Tesla’s quarterly referral program ended yesterday and Tesla surprised everyone by launching not one, but two new rounds of the program: a new quarterly round and a new annual round – something it hasn’t done before.

New buyers are still getting a $1,000 discount, but the program features new prizes for referrers. It also brings back the opportunity to win a Model S or X based on your performance in the program per region rather than only a random drawing like the last few rounds. expand full story

January 14

TSLA: 237.75

Stock Chart

In this week’s top stories: A rare Tesla Model 3 prototype sighting, new Gigafactory 1 details emerge, Samsung shows off its own ‘2170’ batteryVW unveils its all-electric microbus lineup, a first look at Tesla’s Ludicrous+ mode, and much more.

expand full story


January 13

TSLA: 237.75

Stock Chart

It’s being reported this week that the cities of Los Angeles, San Francisco, Seattle and Portland, Ore., sent in a request for information (RFI) to automakers for what could become the biggest electric car order ever: 24,000 vehicles.

The municipalities are currently looking for information about what electric vehicles they could get on what timeline before launching a formal bidding process. expand full story

January 11

TSLA: 229.73

Stock Chart

There have been a lot of unsubstantiated rumors about sightings of new Tesla Model 3 prototypes going around lately, but confirmed sightings are still very rare and only of the few prototypes displayed at the original unveiling of the upcoming all-electric sedan.

One of them had an outing at the Gigafactory investor event last week. expand full story

January 10

TSLA: 229.87

Stock Chart

Tesla announced last week that it delivered 22,200 vehicles during the last quarter – 12,700 Model S and 9,500 Model X – and while it’s slightly below the company’s goal, it was enough to cross the mark of 100,000 vehicles delivered in the US.

The milestone is important because it’s the halfway mark for the phase out of the federal tax credit program, which now gives us a better idea of the status of the program going into Model 3 production. expand full story


Tesla held an event for investors at the Gigafactory in Nevada last week and more information is now coming out of it. We already reported on Tesla disclosing the start of battery cell production during the event and CEO Elon Musk commenting about Trump’s stance on renewables potentially changing.

Now the company has released more details about the ‘Gigafactory 1’ (GF1) and its plan to build the largest rooftop solar array in the world by releasing the handout given to investors before the tour of the cell production floor. The document is embedded below. expand full story

January 7

TSLA: 229.01

Stock Chart

In this week’s top stories: Tesla CEO Elon Musk shares some thoughts on the upcoming Trump administration, Tesla Model 3 could soon be the most American made car, Chargepoint shows us its new 400kW charging station at CES 2017 in Las Vegas, and Ford, Faraday Future and others unveil their latest EVs and concepts at the show.

expand full story

January 5

TSLA: 226.75

Stock Chart

As previously reported, Tesla CEO Elon Musk was at the Gigafactory in Nevada yesterday for an investor event. The CEO reportedly discussed progress made at the battery plant and officially confirmed that Tesla plans to bring more than battery pack manufacturing to the plant.

During the event, Musk also hinted at upcoming announcements about the Model 3. expand full story

January 4

TSLA: 226.99

Stock Chart

Tesla’s new ‘2170’ battery cell is the most important product Tesla is bringing to market this year, even more so than the Model 3 which it is enabling. Batteries can be perceived as a boring commodity and it’s definitely not as exciting as Tesla’s consumer products, but the cost, energy density and other differentiating factors are the basis for those consumer products and therefore, its production is highly critical to the company’s short-term success.

Beyond significantly reducing the cost of li-ion batteries, Gigafactory batteries will also have a less obvious benefit of making Tesla’s vehicles “more American”. expand full story


For the past year, Tesla has been guiding “by the end of the year” for the start of battery cell production at the Gigafactory. The end of the year has come and gone, but Tesla didn’t confirm the start of production.

As it turns out, Tesla, and its battery partner Panasonic, started production of cells for qualification at the plant in December, but today, it confirmed the start of “mass production” of the new battery cell, which will enable several of Tesla’s new products, including the Model 3. expand full story

December 30, 2016

TSLA: 213.69

Stock Chart

Baird analyst Ben Kallo is closing the year on a very positive note for Tesla. The analyst, who has been covering Tesla for the past 3 years, named the company’s stock his”top pick” for the next year. He believes ‘Tesla Energy’ is not currently priced into the stock and he sees potential for Tesla to beat expectations for the Model 3 in 2017. expand full story

December 29, 2016

TSLA: 214.68

Stock Chart

As the deadline for production parts for the Tesla Model 3 is just 6 months away, analyst Jennifer Liang of KGI, a respected Chinese research firm, did a supply chain check and found that Tesla is going “all out” to race the Model 3 to production. The analyst said that Tesla is working with “system integrators (SI) in the supply chain and strengthening automation.” expand full story


December 27, 2016

TSLA: 219.53

Stock Chart

In my opinion, Tesla is currently by far the most interesting tech company to follow and 2016 was its most exciting year yet. I think the highlights are clear: Model 3 unveil event, introduction of Autopilot 2.0 on all cars, which could enable fully self-driving capability, and finally the unveiling of the solar roof products.

While 2016 was a year of unveilings, 2017 will be a year of execution for Tesla. The company plans to bring all those promising products that it unveiled in 2016 to market, and it also plans to announce a few more. expand full story

December 20, 2016

TSLA: 208.79

Stock Chart

After market close today, Tesla announced that it closed two deals last week with Deutsche Bank to increase two credit lines by $200 million and $300 million respectively – for a total of $500 million more in available financing. The deals come as Tesla is expected to increase its capital expenditure to prepare for production expansions at its vehicle factory in Fremont and battery factory in Nevada ahead of the Model 3 introduction next year. expand full story

With the end of the quarter coming, analysts covering Tesla are coming out with notes about their expectations and some of them got to meet with Tesla’s Vice-President of Investor Relations, Jeff Evanson, to help them better understand the company’s performance in the fourth quarter.

Pacific Crest’s Brad Erickson and Elliot Arnson came out of the meeting with the impression that the Tesla Model 3 is “on track” to launch in the second half of 2017, but they are more cautious about Tesla’s short-term performance. expand full story


December 10, 2016

TSLA: 192.18

Stock Chart

In this week’s top stories: Tesla Model 3 interior images, Model X Falcon Wing doors in snow, John Deere’s electric tractor prototype, Tesla pushes to meet its delivery goal of 80,000 cars this year, and the latest solar and energy news.

expand full story

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