Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTLyle Daly, The Motley FoolSat, August 29, 2026 at 2:08 PM GMT+2 6 min readTesla (NASDAQ: TSLA) hit major sales milestones in the second quarter of 2026, when it reported $28.2 billion in revenue and surpassed $100 billion in trailing revenue for the first time ever. Despite that, the sentiment around Tesla is largely negative, and its share price is down 21% this year (as of Aug. 27).I own Tesla stock, and I have no plans of selling. Although the brand has taken a hit, Tesla still excels in several areas, and it's moving into new markets with exciting growth opportunities.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: Tesla.Tesla remains a leading EV companyOne of the reasons I first invested in Tesla was the popularity of its cars -- I was seeing them everywhere. In 2024, and even more so in 2025, Tesla sales fell, but they have bounced back this year. It reported 480,126 vehicle deliveries in Q2 2026, a 25% year-over-year increase. Automotive revenue totaled $20.5 billion.Tesla is the second-largest EV manufacturer after BYD. It's essentially a two-horse race at the top of the EV market, and while BYD is strong competition for Tesla internationally, it doesn't sell consumer EVs in the U.S. due to a 100% tariff on Chinese EVs.I've also been impressed with the Tesla Supercharger network. It provides about 51% of all DC Fast EV charging ports in the U.S., according to recent research by The Motley Fool. DC Fast chargers are significantly faster than standard chargers, capable of charging an empty EV battery to 80% in 20 to 40 minutes. Tesla has done such an effective job of building out its network that just about every other major automaker has switched to Tesla's North American Charging Standard (NACS), so that their EVs can use Tesla's Supercharger ports without an adapter.Tesla reports Supercharger revenue under services and other revenue. This jumped 50% year over year to $4.6 billion in Q2 2026.More than just an automakerAlthough automotive sales remain Tesla's biggest source of revenue, it also made $3.1 billion from energy generation and storage in Q2, when it deployed a record 13.5 GWh of storage. In addition, Tesla is investing heavily in AI and robotics. It expects to start production of Optimus humanoid robots at its Fremont, California, factory and at its Gigafactory in Austin, Texas, soon.Tesla more than doubled its on-site compute capacity in Texas in the first half of 2026 to over 205 megawatts, with plans to reach nearly 400 megawatts by the end of the year. While expensive, the company's AI infrastructure is instrumental in developing its Optimus robots, full self-driving (FSD) feature, and robotaxi fleet.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info