TSLA
Tesla Keeps Syrah Graphite Deal Alive
Article Summary
HOLD- Tesla Inc. (NASDAQ: TSLA) backed away from a threat to end its graphite supply agreement with Australia's Syrah Resources, giving the battery supplier more time to prove it can meet final qualification standards.
- The agreement covers the supply of 8,000 metric tons of graphite anode material over four years, with Tesla having issued a default notice in July 2025 citing quality concerns with samples from Vidalia plant.
- Syrah said Tesla withdrew its notice of intent to terminate the deal after accepting that Tesla is now producing conforming active anode samples at its Vidalia facility in Louisiana.
- Tesla kept its right to terminate deal if Vidalia material fails final qualification, preserving a potential source of battery material outside China as automakers try to diversify battery supply chains and reduce reliance on Chinese processing.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 2.3% | 25% | 20.0 ptsMinimal (2.3%) - Very weak |
| EPS Growth Next 5Y ? | 24.6% | 25% | 70.0 ptsGood (24.6%) - Solid outlook |
| Target Price Upside ? | 6.0% | 20% | 10.0 ptsNear/At Target (6.0%) - Target: $395.21 vs Current: $420.22 |
| Gross Margin % ? | 19.1% | 15% | 20.0 ptsThin (19.1%) - Low-margin business |
| Drawdown from 52-Wk High ? | -15.8% | 15% | 40.0 ptsMild Pullback (-15.8%) - Light entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About TSLA
- Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.
- The company operates in two segments, Automotive; and Energy Generation and Storage.
- The company offers electric vehicles, as well as sells automotive regulatory credits; and non-warranty maintenance services and collision, automotive insurance services, as well as part sales and retail merchandise sale.
- It also provides sedans and sport utility vehicles through direct and used vehicle sales, a network of Tesla Superchargers, and in-app upgrades; purchase financing and leasing services; services for electric vehicles through its company-owned service locations and Tesla mobile service technicians; and vehicle limited warranties and extended service plans.
- In addition, the company engages in the design, manufacture, installation, sale, and leasing of solar energy generation and energy storage products, and related services to residential, commercial, and industrial customers and utilities through its website, stores, and galleries, as well as through a network of channel partners.
- Further, it provides services and repairs to its energy product customers, including under warranty and extended service plans; and various financing options to its residential customers; lithium-ion battery energy storage products, such as Powerwall and Megapack; energy generation products, including solar panels and solar roof; self-driving development and artificial intelligence software, vehicle control and infotainment software, and battery and powertrain.
- The company was formerly known as Tesla Motors, Inc. and changed its name to Tesla, Inc. in February 2017.
- Tesla, Inc. was incorporated in 2003 and is headquartered in Austin, Texas.