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TSLA · NASDAQ · STOCK

Tesla (TSLA) Stock Analysis

Consumer Cyclical Updated August 24, 2026
$348.94
52W $297.38 – $498.83
53/100
$1.43T
307.5
1.83
AI Committee Verdict
Watch
53/100
Conviction: Moderate · 67% agreement · 6 analysts
+1.4%
-7.0%
0.19:1
Moderate

Is TSLA Bullish or Bearish?

Mixed. Innellis AI committee rates Tesla Inc (TSLA) Watch with a composite score of 53/100 , based on 6 analysts with 67% agreement. Last updated August 24, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.34 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.66 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Value Analyst remains cautious — p/e of 352.8 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.10) -- balance sheet can absorb a shock — Risk
Bear Case
  • P/E of 352.8 is expensive by classic value standards — Value
  • Price-to-book of 18.2x prices in significant intangible value — Value
  • ROE of only 4.6% -- cheap may mean cheap for a reason — Value
  • EPS declining -37.7% YoY despite any revenue growth — Growth
  • RSI at 71 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 24, 2026
Overall Committee Score
53/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 69%
of 178 Consumer Cyclical peers
Value Analyst bearish
38 / 100 · High confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 352.8 is expensive by classic value standards
Growth Analyst neutral
42 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
− EPS declining -37.7% YoY despite any revenue growth
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 71 is in overbought territory
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.10) -- balance sheet can absorb a shock
− Bollinger bandwidth of 20.0% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
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Investment Thesis Evolution

Committee score moved marginally from 52.7 to 52.7.

Analyst-level changes:
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-08-23 to 2026-08-24 (1 day apart).

Technical Analysis

RSI (14)
70.5
Overbought
MACD Histogram
6.107
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Lh Ll
Support
$337.24
Resistance
$367.71
Bollinger %B
1.03
Above Upper Band
Price vs Moving Averages
EMA 9
$343.88 Above
EMA 21
$342.34 Above
EMA 50
$358.40 Below
EMA 200
$387.42 Below

Fundamental Analysis

Valuation
33
Growth
54
Profitability
17
Financial Health
98
Cash Flow
70
Valuation
P/E Ratio 307.5×
P/B Ratio 13.52×
PEG Ratio -8.19
Dividend Yield 0.00%
52W High $498.83
52W Low $297.38
Quality & Growth
ROE 461.9%
ROA 275.3%
Gross Margin 1885.2%
Operating Margin 421.9%
Revenue Growth YoY
Debt / Equity 0.11
AI Fundamental Assessment
P/E ratio of 307.5 (rich relative to a 15-40x range); Price-to-book of 13.5x; PEG ratio of -8.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 4.6%; Return on assets of 2.8%; Net margin of 3.7%; Gross margin of 18.9%; Current ratio of 1.94 (healthy short-term liquidity); Debt-to-equity of 0.11; Free cash flow per share is positive (1.78); Most recent quarter missed estimates by 36.4%; EPS growth roughly steady (-18.0% -> -19.5% QoQ); Average YoY EPS growth of 126.9%; Analyst estimates rising over recent quarters
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