Tesla stock rises 0.96 percent before Semi factory event

Published on 09/23/2026 at 14:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tesla stock reached USD 378.90 on September 23, 2026, while the Semi factory event is scheduled for September 24. Second-quarter revenue rose 25.52 percent.

Fotorealistische Fertigungshalle mit Robotern und generischen Elektrofahrzeug-Karosserien — Fotorealistische Aufnahme einer Fertigungshalle zeigt Tesla Inc., ISIN US88160R1014, bei moderner Elektrofahrzeug-Produktion, Illustration mit AI erstellt.

Tesla stock reached USD 378.90 on Nasdaq on September 23, 2026, up 0.96 percent, as the company approached its September 24 Semi factory event. The move keeps the shares well below the 52-week high of USD 498.82 while market capitalization stood near USD 1.50 trillion.

Semi event sets the near-term test

Tesla is scheduled to formally inaugurate its Semi factory in Nevada on September 24, 2026, according to TeslaRati. The same report said the Semi had secured what it described as the biggest electric-truck deal in United States history, giving the event an operational angle beyond product visibility.

The stock reaction remained measured rather than explosive. On September 23, 2026, Tesla traded between USD 372.88 and USD 380.42, while reported volume reached 28.23 million shares and the Nasdaq 100 was also advancing.

Quarterly growth meets margin pressure

Tesla reported second-quarter revenue of USD 28.24 billion for the quarter ended June 30, 2026, up 25.52 percent from USD 22.50 billion a year earlier, according to finanzen.ch. Earnings per share were USD 0.32, compared with USD 0.33 in the prior-year quarter, so higher sales did not translate into higher per-share earnings.

A separate September 23, 2026 report put second-quarter deliveries at a record 480,126 vehicles, up 25 percent, while automotive gross margin excluding regulatory credits fell to 16.3 percent from 19.2 percent in the first quarter. The report also cited negative free cash flow of USD 1.1 billion and a GAAP operating margin of 1.4 percent, highlighting the financial execution risk behind the expansion story.

Roadster adds another checkpoint

Tesla is also scheduled to unveil its second-generation Roadster in Waco, Texas, on October 1, 2026, according to Rolling Out. That report estimated that even 10,000 premium Roadsters would represent about 2 percent of expected annual revenue, making the vehicle more relevant as a brand signal than as an immediate earnings driver.

For the next delivery update, Goldman Sachs analyst Mark Delaney was reported as expecting 435,000 third-quarter vehicles, down from a previous estimate of 490,000, while the Visible Alpha consensus was 456,000, according to FinanceFeeds. The 55,000-vehicle gap between Delaney's estimate and the consensus makes upcoming delivery data a material test for the valuation.

Tesla stock remains below yearly high

Tesla stock traded at USD 378.90 on Nasdaq as of September 23, 2026, with a 52-week range of USD 297.38 to USD 498.82. The combination of a 25.52 percent year-over-year revenue increase and a 1.4 percent operating margin leaves growth and profitability pulling in different directions.