Tesla rose 15.22% in one month to $433.59, driven by robotaxi and Optimus expectations. Tesla trades at a trailing P/E near 391 and a forward P/E near 204, with EV/EBITDA around 130. Full-year 2025 revenue fell 2.93%, net income dropped 46.79%, and operating income declined 38.45%. Q1 2026 EPS beat expectations using one-time warranty and tariff gains, a $0.9 billion FX tailwind, and $380 million in non-innovative regulatory credits, while vehicle deliveries rose only 6% and energy storage revenue fell 12%. R&D increased to $1.95 billion. Stellantis trades at a forward P/E of 9 and price-to-book below 1, holds $37.37 billion in cash and equivalents, authorized a buyback up to 10% of shares, and issued up to €5 billion in hybrid bonds. Q1 2026 shifted to net profit of $440.9 million from a prior-year loss.
"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%. Operating income fell 40.23% YoY in Q3 2025 and 42.49% in Q2 2025."
"The Q1 2026 “beat” (EPS of $0.41 versus $0.3592) leaned on one-time warranty and tariff-related gains, a $0.9 billion FX tailwind, and $380 million in non-innovative regulatory credits. Vehicle deliveries grew just 6%, energy storage revenue fell 12%, and R&D climbed to $1.95 billion to fund pre-revenue AI promises. Prediction markets put the odds of a California robotaxi launch by June 30 at 10.5% and an Optimus release by year-end at 13.5%."
"Stellantis ( NYSE:STLA) is the contrarian's automaker. At $7.81 a share and a $22.05 billion market cap, the parent of Jeep, Ram, Dodge, Chrysler, Fiat, Peugeot, and Maserati trades at a forward P/E of 9 and a price-to-book below 1. Here is why the setup deserves a closer look."
"Stellantis ended Q1 2026 with $37.37 billion in cash and equivalents, well in excess of the entire equity value. The board authorized a buyback of up to 10% of issued common shares over an 18-month window at the April 14, 2026 AGM, and management issued up to €5 billion in hybrid bonds to reinforce liquidity. The turnaround is already showing up in the numbers. Q1 2026 swung to a net profit of $440.9 million from a $452.6 million loss a year earlier, EPS hit $0.2"
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