TSLA.O News & Events

The major averages had a mixed last session of the holiday-shortened week] as traders continue to monitor the war in Iran and rising oil prices after President Donald Trump delivered an address on Wednesday night, during which he said that the U.S. is "getting very close" to ending the war. However, Trump added that the U.S. would "hit" Tehran "extremely hard." Afterward, Trump posted about the war again on social media, saying in a Truth Social post that it's time for Iran to make a deal "before it's too late." Amid the ongoing rhetoric, U.S. crude oil futures settled at $111.54 per barrel, up 11%.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Amazonis in talks to acquire Globalstar,Teslareported 358,023 vehicle deliveries in Q1, which William Blair said was slightlyFordreported anin Q1 U.S. vehicle salesSBA Communicationsis weighing a sale of the company after receiving takeover interest,The White House announced it is imposing 100% tariffs on patented pharmaceutical products and strengthened tariffs on steel, aluminum, and copper imports2. WALL STREET CALLS:Wingstopto Overweight at Piper Sandler and to Strong Buy at Raymond JamesRTXto Buy at Melius ResearchOllie's Bargain Outletto Buy at JefferiesWix.comto Neutral at UBSAkamaito Neutral at Baird3. AROUND THE WEB:Comcast's"Super Mario Galaxy Movie" has had the biggest opening day domestic gross of 2026, Variety reportsHersheywill change the chocolate in a small portion of its Reese's and Hershey's products to use "classic milk and dark chocolate recipes," with the shift to pure chocolate ingredients affecting less than 3% of Reese's products and a sliver of Hershey's products, Bloomberg saysIntelis planning to invest another $15M in SambaNova, a chip startup chaired by Intel CEO Lip-Bu Tan, Reuters saysPublicis Groupeis acquiring sports-marketing agency 160over90 from WME Group for more than $500M, WSJ reportsSam's Club, which is owned by Walmart, said it plans to increase its annual membership fee by $10, offering its one-year basic membership option for $60 and its higher-tier option for $120, CNBC says4. MOVERS:Transoceanincreased after beingPenguin Solutionsgained afterand providing guidance for FY26Intuitive Machineswas higher after34.57M shares of stockTeluswas lower in New York after TD Securitiesthe stock to HoldBCEfell in New York after TD Securitiesthe stock to Hold5. EARNINGS/GUIDANCE:Acuity Brands, with EPS and revenue beating consensusAngioDynamicsand narrowed its guidance for FY26Scotts Miracle-Grobacked itsAirSculpt, with EPS higher year-over-yearBassett Furniture, with EPS and revenue lower year-over-yearINDEXES:The Dow fell 61.07, or 0.13%, to 46,504.67, the Nasdaq gained 38.24, or 0.18%, to 21,879.18, and the S&P 500 advanced 7.37, or 0.11%, to 6,582.69.

SpaceX, Tesla (TSLA) CEO Elon Musk's rocket, satellite and AI company, has increased its target IPO valuation to more than $2T, as the globe's most valuable startup prepares to pitch the potentially largest public listing ever, Bloomberg's Kiel Porter, Eric Johnson, and Bailey Lipschultz report. The company and its advisers are floating the figure to possible investors in its IPO ahead of meetings in the coming weeks, the authors say, noting such briefings would likely include more details that would support the valuation. Publicly traded space companies include Intuitive Machines (LUNR), Voyager Technologies (VOYG), Rocket Lab (RKLB), and AST SpaceMobile (ASTS).

Wedbush notes Tesla announced its Q1 delivery numbers that came in slightly below the company's consensus delivery estimate. The firm says Europe remains a significant headwind, with Tesla still navigating a difficult regulatory environment for FSD approval and regional sales unlikely to rebound until regulators give the green light, something Wedbush believes will happen in the first half of 2026. China, by contrast, was a bright spot, with deliveries in the first two months of 2026 up 35% year-over-year. While the delivery numbers were quite underwhelming, this was not a shock to the firm given the current EV backdrop across geographies as the company shifts gears to focus more on its AI strategy. Wedbush has an Outperform rating on the shares with a price target of $600.