Quick Read – Tesla (TSLA) trades at extremely stretched valuations despite revenue declining, net income collapsing nearly 50%, with only 6% delivery growth.
Stellantis (STLA) has been maligned as a weak automotive trade but there are plenty of reasons to believe otherwise. – Tesla’s valuation rests on robotaxi and Optimus promises with prediction markets assigning just 10.5% odds to a California launch by June 30, while Stellantis has executed a clean turnaround that resets strategy around customer demand across electric, hybrid, and internal combustion vehicles. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Stellantis didn’t make the cut
Grab the names FREE today. Tesla (NASDAQ:TSLA) is dominating every financial feed again after a 15.22% one-month rip back to $433.59, fueled by the same robotaxi and Optimus narrative that has powered the stock for years. But here’s what you should actually be watching.
The Tesla Story Has a Quality Problem Tesla trades at a trailing P/E of roughly 391 and a forward P/E of 204, with an EV/EBITDA of 130. Strip away the narrative and what you are paying for is deteriorating. Full-year 2025 revenue declined 2.93%, net income collapsed 46.79%, and operating income dropped 38.45%.