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TeslaTSLA

AI software & productivity · NASDAQ · USA

$375.00
Down 0.7% todayClose

Down 16.0% this year and −1.2% since June 26, behind the AI sector at +7.5%. Tesla buys from 3 mapped companies.

Market cap
$1.5T
This year
−16.0%
1 year
−12.8%
P/E
389.1
P/S
14.3
P/B
17.1

Price vs the AI sector

since Jun 26TSLAAI sector, equal weight
Tesla (TSLA) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. TSLA: −1.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8TSLA −1.2%Sector +7.5% Tesla (TSLA) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. TSLA: −1.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8TSLA−1.2%Sector+7.5%

Supply chain

3 suppliers
SUPPLIERS →→ CUSTOMERSNvidia (NVDA)NVDANvidia−2.9%Microchip Technology (MCHP)MCHPMicrochip Technology−3.2%ON Semiconductor (ON)ONON Semiconductor−3.8%None mappedTSLATesla

Suppliers 3

Open the full chain →

About Tesla

Selling electric cars and energy storage pays the bills, but the share price increasingly rests on software: autonomous driving under the FSD and robotaxi banner, and the Optimus humanoid robot, both built on AI chips and data Tesla owns outright.

Theme exposure

AI exposureRoboticsEnergy storagePhysical AI (FSD)Optimus robotProprietary AI chips & data

Products

  • FSD & robotaxi
  • Optimus humanoid robot
  • Electric vehicles & energy storage

Competitors

  • Waymo (Alphabet)
  • Chinese EV/AI companies
  • Traditional automakers

Risks

  • Valuation depends on still-unproven AI products
  • Key-person risk

Same segment: AI software & productivity

Embeds AI models into the products and workflows we already use. Segment 6 of 8 in the AI & digital infrastructure value chain.

Meta PlatformsMETA−0.1%SalesforceCRM+1.4%ServiceNowNOW+1.4%AppLovinAPP−0.4%AdobeADBE+3.6%IntuitINTU+2.2%WorkdayWDAY+1.9%DuolingoDUOL−0.3%

Compare TSLA

Side by side with the largest companies in the same segment.

TSLA vs METATSLA vs CRMTSLA vs NOWTSLA vs APPTSLA vs ADBETSLA vs INTU

See where Tesla sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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