As Tesla Cuts Cybertruck Prices, Should You Buy TSLA Stock?

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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Faisal Humayun KhanMon, February 23, 2026 at 6:16 PM GMT+1 4 min readThere has been no dearth of Tesla (TSLA) stock skeptics ever since its listing. However, Tesla has continued to create value that’s backed by the innovation edge. Even with intense competition and trade tensions being growth headwinds, TSLA stock has trended higher by 18% in the last 52 weeks.This rally has been backed by improvement in market share in the United States, the outlook for robotaxi, and the steps taken to navigate the competitive headwinds.If Palantir is Near a Bottom, What's the Best Play in PLTR Stock?Why Citi Analysts Think You Should Buy Microsoft Stock NowNVDA Earnings, Tariffs and Other Key Things to Watch this WeekGet exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else.A good example is the recent launch of the lower-priced U.S. Cybertruck at $59,990. At the same time, the price of Cyberbeast, Tesla’s most expensive Cybertruck pickup truck model, has been reduced to $99,990 from $114,990. This can potentially support delivery growth acceleration in the coming quarters.Of course, this is not the only reason to be positive on Tesla. There are other catalysts that can translate into value creation.Tesla is a designer, developer, and manufacturer of electric vehicles. Further, the company is in the business of energy generation and storage systems. Tesla has a strong presence in the United States, China, and multiple other markets globally.As of FY25, Model 3/Y are the key revenue drivers with production and deliveries of 1,600,767 and 1,585,279, respectively. For the same period, Tesla reported revenue of $94.8 billion, which was lower by 3% on a year-on-year (YoY) basis. Further, the company’s adjusted EBITDA was $14.6 billion, which implied an adjusted EBITDA margin of 15.4%.Even with a relatively muted financial performance, TSLA stock has trended higher by 17% in the last six months. As Tesla transitions itself “from a hardware-centric business to a physical AI company,” the stock is witnessing re-rating.www.barchart.comSince Tesla is driven by innovation and some big investments, it’s important to analyze the financial flexibility. As of Q4 2025, the company reported cash and equivalents of $44.1 billion. Further, for FY25, the company’s operating and free cash flows were $14.7 billion and $6.2 billion, respectively. Therefore, financial flexibility is robust for aggressive investments.The second point to note is that Tesla has a strong pipeline of new products. This includes the Tesla Semi, Roadster, and Robotaxi. For FY25, Model 3 and Y reported total deliveries of 1,583,359. All other models reported delivery of just 57,393. However, if analyst estimates are to be believed, Model 3 and Y deliveries are likely to increase to 2,327,902. For the same period, all other model deliveries are likely to increase to 691,999. 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