Company read
Tesla, Inc.
TSLA · Automotive / energy
Direction score
43
▼ Falling
Customer Sentiment 40%
41
Workforce 30%
42
Leadership 20%
47
Product / Ops 10%
47
Components are live; families with no completed source are excluded and weights renormalize.
The call
Hold fire; the first scan shows pressure, not a clean break.
Hold · confidence 35%
The first scan has 5 fresh signals, including a nearly 3-month repair, alongside a 1.4% margin and negative free cash flow, but no measured lead time or prior scan to calibrate the signal. Research signal from primary-source evidence — not investment advice.
The read
What we found, why it matters, what it changes — synthesized from this scan only · 15d ago
1
Tesla's current execution risk is material enough to matter to the next report: adjusted earnings were 34 cents versus consensus 50 cents and operating margin was 1.4% on 2026-07-24, while a Model Y remained in repair almost 3 months with no ETA on 2026-07-25.
Why it matters The combination links weak financial performance with a customer-facing service failure, increasing the risk that execution pressure persists beyond one reporting period.
What it changes Expect this read to strengthen only if another dated long-duration repair or further margin deterioration appears; otherwise treat the service evidence as concentrated rather than systemic.
Current TSLA market and regulatory news · discovered · Tesla Motors Club owner repair reports · discovered
2
Tesla's broader digital and operational footprint is quiet rather than broadly impaired: the App Store score is 4.7 stars and Downdetector has 7 reports, so the dated repair complaint is not yet corroborated by a platform-wide disruption.
Why it matters That narrows the immediate business risk to service capacity and customer resolution rather than a broad app or outage-related deterioration.
What it changes Read the next scan as a change in breadth only if App Store falls below 4.7 or Downdetector rises above 7; until then, do not generalize the repair case.
App Store · Downdetector · Tesla Motors Club owner repair reports · discovered
3
Profitability and cash conversion are both under pressure: capital spending surged 142% and free cash flow turned negative as operating margin compressed to 1.4%, alongside adjusted earnings of 34 cents versus consensus 50 cents.
Why it matters The simultaneous margin squeeze, cash outflow and earnings miss leave less evidence that near-term investment is converting into reported financial strength.
What it changes Require the next scan to show operating margin above 1.4% and free cash flow no longer negative before treating the pressure as easing.
Current TSLA market and regulatory news · discovered
This cycle
33 days since the 10-Q anchor filing on 2026-07-23; next report expected 2026-10-22 in 57 days
▼ Downward pressure
Expect the next report to carry execution and cash-flow pressure, because the last report period showed 1.4% operating margin, 142% higher capital spending and negative free cash flow, while this cycle added a nearly 3-month Model Y repair delay.
Early signals The freshest dated signals are Stifel lowering its rating action price target from 508 -> 491 on 2026-08-03 and a Model Y in repair almost 3 months with no ETA on 2026-07-25.
What moved since the last scan
First scan on record — the baseline is set. Movement shows here from the next run; every scan accumulates.
edgar filings
113 filings, 12mo
Officer change filed 2025-11-07 (8-K Item 5.02), 291 days ago.
app store
4.7 stars out of 5
The Tesla app is currently rated 4.7 out of 5 based on 113K ratings in the App Store listing.
downdetector
7 reports
The source reports 7 total Tesla reports today, with current status shown as no problems.
probe current tsla market and regulatory news
-17 USD per share
Stifel lowered Tesla's price target from $508 to $491 on 2026-08-03.
probe service delays and repeat failures
58 days
One reported Tesla collision repair kept the car in the shop for 58 days.
Supporting evidence, verbatim
Every quote links to its source and its scrape.
Quote
Source
Date
Scraped
“Date 8/3/2026 Analyst Stifel Rating Action Maintains Rating Buy Price Action Lowers Price Target 508 -> 491”
Aug 3
15d ago
“Model Y in repair almost 3 months with no ETA”
Jul 25
15d ago
“adjusted earnings of 34 cents per share missed the consensus (50 cents) by a wide margin.”
Jul 24
15d ago
“Operating margin compressed to 1.4%, and a 142% surge in capital spending swung free cash flow negative.”
Jul 24
15d ago
“The bearish Tesla set-up we flagged ahead of Wednesday's report has delivered most of what it can.”
Jul 24
15d ago
“Tesla app not showing Solar Production information in the app. Last datapoint was over 24 hours ago”
Mar 11
15d ago
“Getting server error, loading error on the app, when looking at powerwall energy history”
Feb 26
15d ago