- Tesla reported record quarterly deliveries of 480,126 vehicles, expanded Robotaxi service to seven cities, and grew active Full Self-Driving subscriptions 56% year-over-year to 1.48 million.
- The National Highway Traffic Safety Administration launched an investigation into the Cybercab's self-certification, questioning whether a two-seat vehicle without steering wheel, pedals, accelerator, or mirrors complies with federal safety standards absent a specific exemption.
- Tesla stock is down 20.56% year-to-date at $357.24 despite the operational wins, held back by operating margin compression to 1.4%, negative $1.092 billion free cash flow in Q2, and a 141.81% surge in capital expenditures.
- Shares rose 4.31% on September 17 on a Forum Mobility Megacharger partnership, the start of US deliveries for the three-row Model Y long-wheelbase variant, China price adjustments, and strong Shanghai export performance.
- A $550 share price by 2027, a 54% gain, requires Robotaxi scaling, rising FSD attach rates, and Optimus manufacturing progress against capital spending that exceeds $25 billion.
Quotes
“Tesla reported record quarterly deliveries of 480,126 vehicles, expanded its Robotaxi service to seven cities”
“The National Highway Traffic Safety Administration (NHTSA) has launched an investigation into Tesla”
“Tesla Inc (TSLA) shares increased by 4.31% on September 17, 2026”