Tesla Daily Update – April 24, 2026

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📝 Today’s Tesla News Summary

1. Q1 2026 Earnings Beat — 15.87% Surprise
Tesla reported adjusted EPS of $0.41, beating the analyst forecast of $0.34. However, the stock initially dropped ~4.86% as investors worried about elevated capital expenditure plans.

2. Capex Guidance Raised to $25B+
Tesla now expects to spend over $25 billion on capital expenditures in 2026, nearly triple the $9 billion spent in 2025. The funds will support Cybercab production, Robotaxi expansion, Optimus humanoid robots, and AI infrastructure. CFO Vauseh Osbon warned that free cash flow will likely be negative for the rest of 2026.

3. Cybercab Mass Production Begins at Gigafactory Texas
Tesla officially kicked off mass production of the Cybercab robotaxi in April 2026. The two-passenger vehicle has no steering wheel or pedals and relies entirely on Tesla’s Full Self-Driving software. The company targets up to 2 million units annually, with sales to private customers starting in 2027 at under $30,000.

4. DZ Bank Upgrades Tesla: Sell → Hold
DZ Bank upgraded Tesla from Sell to Hold with a price target of $385, citing accelerating Robotaxi progress. Robert W. Baird lowered its target to $522 but maintained Outperform. The consensus analyst rating is Hold with an average price target of $398.

5. TSLA Stock Closes at $375.37
Tesla shares closed Thursday at $375.37, up 0.44% for the day, recovering from the previous session’s 3.4–3.7% decline following the earnings report.

🔗 Sources