EV Industry News & Market Trends

Raymond James just slapped a Strong Buy on SpaceX with an $800 price target implying a $10.5T market cap. Here's what the analyst actually said.

Tesla Energy has booked $9B+ in new Megapack orders totaling 43 GWh in six weeks, led by a $3B Esyasoft deal for the UK, Europe, GCC and India.

Needham just initiated SpaceX coverage with a Buy rating and $200 price target. Here are the 5 key facts every investor needs to know. Read now.

Morgan Stanley's Adam Jonas initiates SpaceX coverage with a $300 target and $600 bull case. Here's the full breakdown of the revenue projections and what it signals.

SpaceX enters the Nasdaq 100 on July 7, 2026. Over $800B in index-tracking funds will buy SPCX shares. Here's what the inclusion means and why it happened so fast.

Germany's KBA is reviewing Tesla FSD (Supervised) documentation alongside the RDW. Here's the regulatory context and what it means for European owners.

JPMorgan kept its Neutral rating and $475 price target on Tesla after Q2 deliveries hit 480,100 units — 14% above their estimate. Here's what the numbers say.

A prominent EV commentator argues Rivian should license Tesla FSD and adopt NACS. Here's where things actually stand — and why it's harder than it sounds.

Tesla Model Y set a new monthly sales record of 8,072 units in June 2026, topping Australia's best-seller list for two straight months. Here's what the numbers mean.

Tesla Megapack won 10 of 17 new utility-scale battery projects in Australia last year, delivering 4,130 MWh. Here's what that dominance actually means.

Tesla's China deliveries fell to 26.28% of global total in Q2 2026 — the lowest share since late 2020. Here's what the shift means for Tesla's global strategy.

Tesla Model Y outsold every vehicle in New Zealand in June 2026 with 908 units — beating the Toyota RAV4. Here's what the numbers reveal.