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FMC Corp. is an agricultural sciences company, which engages in the provision of solutions to growers and development of pipeline in crop protection, plant health, agriculture, pest control, and turf management. It offers insect control products under the Rynaxypyr and Cyazypyr brands. The company was founded by John Bean in 1883 and is headquartered in Philadelphia, PA.

FMC Corp.

FMCs sharply reduced third-quarter outlook, driven by weak demand, excess distributor inventory and a major pricing reset, has intensified concerns about its business and heavy debt. Traders are divided between viewing the reset and debt-reduction measures as a path to recovery and fearing further deterioration or bankruptcy.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Speculation that Johnson & Johnson could acquire Sellas Life Sciences is a recurring topic, with traders pointing to alleged executive connections and J&Js oncology ambitions; no deal has been confirmed. Traders are also debating J&Js earnings reaction: stronger-than-expected results and raised guidance were offset by weak MedTech growth and litigation concerns, while some view the pullback as a buying opportunity.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Discussion centers on whether Teladoc can show a credible turnaround in its quarterly results, especially stabilizing BetterHelp as it shifts from cash-pay to insurance amid concerns about declining revenue, profitability and management execution. Bulls cite potential insurance growth, Teladoc One and short-interest dynamics, while skeptics remain doubtful; squeeze claims are speculative.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Discussion centers on Lillys obesity and diabetes franchise and expectations for quarterly results, with traders pointing to Mounjaro and Zepbound demand, Foundayo uptake, and pipeline prospects. Bulls cite growth and healthcare-sector strength, while skeptics flag Lillys high valuation and competition from Novo Nordisk and emerging obesity-drug rivals.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Amgens attention is centered on Phase 3 results showing IMDELLTRA with AstraZenecas IMFINZI reduced the risk of death in first-line extensive-stage small-cell lung cancer. Traders are treating the survival findings as a positive oncology catalyst, while some also point to favorable Phase 3 TEZSPIRE results in eosinophilic esophagitis.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

Speculation about a potential AstraZenecaBristol Myers Squibb merger has drawn attention, with traders debating the deals strategic value and financial risks. Reports that no discussions took place cooled the rumor, though some community members remain skeptical.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is drawing attention ahead of its fiscal-year earnings report, with traders focused on margin and forward guidance rather than a likely headline beat. Sentiment is split between bullish momentum near record highs and concerns that expectations are stretched, with some traders watching for a post-report pullback.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp pullback in semiconductor stocks has put SMH at the center of a debate over whether worries about AI spending, financing and chip-sector valuations signal a deeper downturn. Traders are split between expecting more downside and looking for an oversold bounce, with some arguing that strong AI demand and continued capital spending support the longer-term outlook.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

The ongoing shale-oil antitrust case is drawing attention after the judge deferred jurisdictional rulings for Hess and Pioneer pending limited discovery, with an October status conference ahead; traders emphasize that the claims remain unresolved. Bullish chatter also points to oil-linked strength and a possible technical breakout, though some traders are watching resistance.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms planned performance-focused global layoffs are drawing attention, with traders divided over whether the restructuring signals tighter cost discipline or reflects underperformance. The discussion also centers on the stock holding up relatively well against semiconductor peers and whether the upcoming earnings report will validate a rebound, while skeptics remain wary of its recent weakness.

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TSLA Eyes Best Week In 2 Months — Analyst Sees Physical Tech’s ‘Berkshire,’ But Bear Credits Court Ruling For Q3 Beat 

Equity

GLJ’s Gordon Johnson said tariff relief added $447 million to gross profit, masking an underlying earnings miss.

TSLA, SPCX Slide Premarket: Musk’s Merger Talk Reportedly Creates ‘Mess’ — Rivian Exec Urges Tesla To ‘Stop Doing These Calls’ 

Morningstar raised Tesla’s fair value estimate to $475 from $450, citing stronger FSD adoption and lower spending assumptions.

TSLA, SPCX Slip Overnight: Musk Reportedly Pushes Merger Before Trump’s Exit — ARK Sees Tesla Holders ‘5x Better Off’ By 2036 

Balancing the benefits implies a 30% Tesla premium using ARK’s 2031 projections, but a 50% discount using its 2036 projections.

SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years 

Cathie Wood's ARK Investment Management analyst Brett Winton said Tesla shareholders looking beyond 2030 should favor a merger even without a premium.

Tesla Stock At $4,400? Cathie Wood's ARK Pins Hopes On Robotaxis, Sees SpaceX Merger In 5 Years

ARK says a Tesla-SpaceX merger could result in combined revenue of $3.8 trillion by 2031.

TSLA, SPCX Eye Green Open: Gary Black Predicts $420 SpaceX Buyout Of Tesla — Sees Announcement In ‘Next Few Weeks’ 

Gene Munster also interpreted the Roadster showcase as another sign of Musk’s desire to combine Tesla and SpaceX.

NIO Stock Climbs Overnight: EV Firm Outsells German Luxury Rivals In China Sales For First Time — CEO Hails Tesla’s Flying Roadster

CEO William Li praised Tesla’s flying Roadster, saying, “So impressive! This one we really don’t have.”

TSLA Stock Rises Overnight: Musk Bets Tesla’s Value On Optimus, Cybercab — Analyst Sees Flying ‘Halo Car’ Luring Buyers 

Morningstar sees the Roadster attracting buyers to Tesla’s broader lineup, despite forecasting fewer than 2,000 annual deliveries.

TSLA Stock Gets Some Thrust From ‘Flying’ Roadster Reveal — Munster Calls It ‘Engineering Flex’ With A Tesla-SpaceX Clue  

Tesla outlined Performance, Thrust and flight-capable Rocket versions, showcasing a 0-60 mph time of 0.81 seconds.

Elon Musk Sees SpaceX Topping $100 Trillion In Under 10 Years — Retail Eyes Tesla Merger Reveal At Roadster Event 

Barclays outlined potential merger-announcement windows before Tesla’s annual meeting or within six to 12 months if announced separately.

ETF Opportunities Trust - T-REX 2X Long Tesla Daily Target ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Canaccord raised its target to $442, retaining 'Buy', and sees Tesla becoming the Berkshire Hathaway of physical tech.</li><li>Tesla reported over 1.7 million paid FSD customers, while New Street estimated annual recurring FSD revenue approaching $1 billion.</li><li>JPMorgan, Morgan Stanley and Mizuho raised targets, while SpaceX takeover potential prompted BNP Paribas to upgrade Tesla to 'Neutral'.</li></ul>Shares of Tesla, Inc. (TSLA) are on track for their best week in two months as Canaccord saw the makings of a Berkshire Hathaway of physical tech, while GLJ Research argued that tariff relief drove its third-quarter (Q3) earnings beat.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> fell 3% to $374.58 on Thursday but is still up 6% for the week, heading toward its strongest weekly gain since late August.&nbsp;Tesla reported adjusted earnings of $0.48 a share versus a $0.45 consensus, with revenue of $28.05 billion versus an expected $28.25 billion.&nbsp;<h2 class="st-heading-2">Canaccord Bets On Physical AI</h2>Canaccord raised its target to $442 from $410 and retained 'Buy', implying 17.8% upside. The firm sees Tesla potentially becoming the “Berkshire Hathaway of tomorrow’s physical technology,” using AI and connectivity to transform businesses on Earth and beyond.That vision spans autonomous transport, robotics, energy and semiconductor manufacturing. On the earnings call, CFO Vaibhav Taneja said: “I'd like to stress that what we are trying to do is literally take over every part of terrestrial transportation.”&nbsp; Tesla now has more than 1.7 million paid Full Self-Driving customers globally, half through subscriptions, Taneja said.New Street Research analyst Pierre Ferragu highlighted the recurring-revenue opportunity: “But then, of course, FSD generates more than $1,000 a year, so it makes a minimal impact on numbers in the quarter the car is sold. But over the lifetime of the car, it probably at least doubles the profit per car.” Ferragu estimated FSD was approaching $1 billion in annual recurring revenue. “Yeah, I think the numbers which you shared are correct,” Taneja replied.<h2 class="st-heading-2">GLJ Says Tariff Relief Masked An Earnings Miss</h2>On the other hand, GLJ Research’s Gordon Johnson focused on the quarter’s tariff benefit. “$TSLA’s Q3 beat came from a court ruling, not operations,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GordonJohnson19/status/2113292784597639536">said on X</a>, pointing to Note 11 of Tesla’s quarterly filing.Tesla’s filing shows the Supreme Court tariff ruling unlocked $786 million in cost reductions, including 526 million in energy and $260 million in automotive, offset by a $339 million revenue reduction for customer refunds.Johnson put the net gross-profit boost at $447 million, or 62% of operating income. Without it, he calculated gross margin at 17.8%, down from 19.6%, and operating margin at 1%, versus 2.6% reported and 1.4% in the previous quarter.His recalculations turned earnings beats into misses: “GAAP EPS: $0.22 → $0.12 vs $0.20 est.” and “Non-GAAP EPS: $0.48 → $0.38 vs $0.44 est.” He used a $0.44 adjusted consensus, versus the $0.45 figure.&nbsp;Johnson estimated energy gross margin at about 23.8% excluding refunds, versus 33.1% reported, with the adjusted figure still benefiting from a vendor warranty adjustment. He put automotive margin excluding credits at 16.8%, versus 18.1% reported, and cited 39% operating-expense growth. “$TSLA's gross profit is not keeping pace with spending,” he said.Taneja also acknowledged on the call that tariff refunds and warranty adjustments primarily drove the sequential energy-margin improvement.<h2 class="st-heading-2">Analysts Lift Targets, Flag Spending Risks</h2>JPMorgan raised its target to $430 from $415, retaining 'Neutral' and implying 15% upside. It welcomed stronger margins and autonomy progress but flagged spending, with SpaceX speculation supporting shares. Morgan Stanley lifted its target to $410 from $400, keeping 'Equal Weight' and implying 9.2% upside, on Robotaxi, FSD and improving fundamentals.Mizuho raised its target to $460 from $450, retaining 'Outperform' and implying 23% upside. Cantor Fitzgerald maintained 'Overweight' and $485, implying 29% upside, citing autonomy and robotics opportunities despite uncertain commercialization timelines.SpaceX takeover potential drove BNP Paribas’s upgrade to 'Neutral' from 'Underperform' and target increase to $420 from $266, implying 11.9% upside, despite AI execution and cash-burn concerns.Morningstar maintained a $475 standalone fair value estimate, implying 26.6% upside, and saw merger synergies across energy, AI and connectivity. “We think valuation (specifically, the merger ratio for each company) is likely a sticking point in negotiations,” it said.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for TSLA flipped to ‘bearish’ from ‘bullish’ levels a day ago amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_d7a8d3485f.png" alt="tsla ss.png" width="638" height="335"><figcaption>TSLA sentiment and message volume as of October 23 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/BuffMan101/message/667194070">said</a>, “$TSLA is an super expensive stock why would $SPCX want to merge and dilute shareholders? Why would Musk want to??? I think the obvious reason is clear…Musk is the best financial engineer/manipulator in the history of mankind!”<stembedurl>https://stocktwits.com/BuffMan101/message/667194070</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/j_bauer5/message/667161952">said</a>, “$TSLA for this to be bullish needs to push past 378.5 and retest to the upside”<stembedurl>https://stocktwits.com/j_bauer5/message/667161952</stembedurl>So far this year, Tesla's stock has lagged its "Magnificent Seven" peers, making it the group's worst performer, down about 17%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-retail-upside-spacex-site-push-fcc-adviser-global-satellite-power-race/cZxy5NTRBDx">ASTS Slips Overnight: Retail Sees Upside In SpaceX’s 80,000-Site Push — FCC Adviser Sees Global Satellite Power Race&nbsp;</a>

In this photo illustration, the stock market information of Tesla Inc displayed on a smartphone while the logo of Tesla Inc seen in the background. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

TSLA Eyes Best Week In 2 Months — Analyst Sees Physical Tech’s ‘Berkshire,’ But Bear Credits Court Ruling For Q3 Beat

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