Tesla Plans Massive Solar Factory in Texas to Boost U.S. Manufacturing
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 19 2026
0mins
Source: stocktwits
- Solar Manufacturing Expansion: Tesla is constructing a massive solar panel factory in Brookshire, Texas, aiming for vertical integration that includes ingot growth, wafer slicing, cell production, and panel assembly, which is expected to significantly enhance U.S. solar manufacturing capacity and support the goal of producing 100 GW annually by 2028.
- Energy Business Growth: Tesla's energy generation and storage segment saw annual revenue surge from $6.04 billion in 2023 to $12.8 billion in 2025, marking a 67% increase followed by another 27% rise, driven primarily by strong demand for Megapack utility-scale batteries and Powerwall residential systems, making it the company's most profitable division.
- Market Sentiment Shift: Despite a 3% decline in TSLA shares amid broader market pressures, retail sentiment around the stock shifted from 'bullish' to 'neutral', indicating investor concerns about the company's future performance, particularly in light of declining electric vehicle delivery numbers.
- Declining Delivery Numbers: Tesla's electric vehicle deliveries peaked at approximately 1.81 million in 2023 but fell to 1.79 million in 2024 and dropped another 8.6% to 1.636 million in 2025, highlighting challenges from fluctuating market demand and increasing competition.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 440.360
Low
25.28
Averages
401.93
High
600.00
Current: 440.360
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Service Expansion Plan: The service will be available to select public passengers in San Francisco, Los Angeles, and Phoenix, with plans to expand to San Diego, Las Vegas, and Denver this summer, further broadening its user base and market coverage.
- Technological Innovation: The Ojai model utilizes the sixth-generation Waymo Driver system, equipped with improved lidar and audio receivers that can better detect surroundings in adverse weather conditions, enhancing safety and user experience.
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See More
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- Service Expansion Plan: Waymo plans to offer rides in Ojai robotaxis to select customers in San Francisco, Los Angeles, and Phoenix, with an expected expansion to San Diego, Las Vegas, and Denver this summer, further broadening its market coverage.
- Technological Innovation: The Ojai model utilizes the sixth-generation Waymo Driver system, which enhances low-light detection capabilities, and integrates new hardware and software to improve safety in adverse weather conditions.
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See More
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- Tesla's Market Leadership: Tesla, with a current valuation of $1.3 trillion, heavily relies on robotaxi growth potential and has initiated pilot programs in several U.S. cities, with plans for widespread deployment by the end of the year.
- Rivian's Growth Potential: Rivian, valued at $18 billion, may have more upside than Tesla despite lower production capacity; its $1.25 billion investment deal with Uber indicates strong interest in its upcoming R2 SUV for robotaxi fleets.
- Advantages of EVs: Electric vehicles are better suited for robotaxi operations due to lower maintenance and operating costs, attracting potential operators and accelerating the growth of the EV market.
See More
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- Massive Market Potential: Experts predict that by 2030, autonomous vehicles will become the norm in many parts of the world, with the market expected to reach trillions of dollars, driving strong growth in electric vehicle stocks.
- Rise of Robotaxis: A McKinsey report indicates that robotaxis are expected to roll out on a large scale by 2030, becoming the first commercial application, with electric vehicles being better suited for this market due to lower maintenance costs and advanced technology.
- Tesla's Leading Position: Tesla currently has a market valuation of $1.3 trillion, heavily reliant on its robotaxi growth potential, and has initiated pilot programs in several U.S. cities, with widespread deployment expected by the end of the year.
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See More
