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Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook

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Tesla scored a Baa3 rating from Moody’s Investors Services for a stable outlook. 

Moody’s withdrew Tesla’s former Ba1 corporate family rating, the Ba1-PD probability of default rating, and its SGL-1 speculative grade liquidity rating. 

“The rating action reflects Moody’s expectation that Tesla will remain one of the foremost manufacturers of battery electric vehicles with an expanding global presence and very high profitability. The upgrade also incorporates governance considerations, including Tesla’s prudent financial policy and management’s operational track record,” noted Moody’s.

Tesla has grown exponentially since the Model 3 entered the elective vehicle market in 2019. The years after the Model 3, Tesla established a gigafactory in Shanghai and released the Model Y. Now, Tesla is ramping up production in Gigafactory Berlin and Gigafactory Texas—its new HQ. 

The company has also started producing the Semi and is expected to deliver the Cybertruck this year. Tesla’s international presence will also grow again with Gigafactory Mexico, where its next-generation vehicle will be produced.

What Tesla’s Baa3 Rating Means

With Moody’s Baa3 rating, Tesla enters Investment Grade rankings. Moody’s rankings are split into long-term and short-term categories. A Baa3 rating belongs in the long-term category for investment-grade issuers. A Baa3 rating falls under Prime-3 (P-3) in the short-term rankings. 

Short-Term ratings determine a company’s capacity to repay short-term obligations. A P-3 rating means Moody’s believes Tesla has an acceptable ability to repay short-term obligations. 

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Meanwhile, long-term ratings refer to the relative credit risk a company takes related to fixed-income obligations with an original maturity of one year or more. Tesla’s Baa rating means Moody’s believes the company is subject to moderate credit risks. Companies with Baa ratings are considered medium-grade that might possess speculative characteristics. 

Numerical modifiers 1-3 are added to long-term ratings. Tesla’s modifier, “3,” is at the lower end of the generics rating category, while the modifier “1” is at the higher end. 

The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla reveals early Robotaxi charging strategy, showing scrappy DNA

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Credit: Tesla

Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.

An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.

Tesla wins FCC approval for wireless Cybercab charging system

The Tesla employee would walk around and plug each car in, adjusting the parking if needed:

It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.

On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.

However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.

For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.

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Tesla Robotaxi expands hours, Musk explains why it’s been a challenge

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Credit: Tesla

Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.

CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.

The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.

Tesla Robotaxi will be a 24/7 service: here’s when

In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.

The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.

Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”

The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.

Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.

The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.

Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.

The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.

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Tesla snags Semi supply deal with major logistics firm

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Credit: Tesla

Tesla has snagged a deal with IMC Logistics to supply the company with 50 Semi units for its logistics operations.

IMC handles drayage and landside logistics and has over 2,700 asset trucks in its fleet. In its over forty years of service, it has established more than 50 locations across the United States and spans operations from coast to coast.

Jim Gillis of IMC said that the addition of the Tesla Semi will help IMC move toward a “zero-emission service for long-haul lanes.”

The move is one that has become more common over the past few years, as more and more companies doing large-scale logistics have moved to sustainable powertrains, using either Tesla or others.

Tesla’s Semi program just entered its first truly public phase, as the company handed over its first production units to companies in September, although a pilot program with companies like PepsiCo. and Frito-Lay has been ongoing for years.

IMC announced its intention to purchase 50 Semi units from Tesla in September, and according to VP of Marketing and Public Relations on September 29 to Trucking Drive, the company will take delivery either this week or took delivery late last week.

Tesla has a ‘no human contact’ approach for Semi production

With surging prices of diesel and high logistics costs, Tesla and the Semi could truly revolutionize how companies manage their fleets. With the advent of Full Self-Driving, the Semi will potentially cut down on driver fatigue and increase productivity, while decreasing the cost of operation per mile by being cheaper to refuel.

Tesla had a dedicated Semi handover event at the Semi factory in Sparks, Nevada, a few weeks back, as it officially introduced its truck to many company fleets that have been waiting to add these sustainable powertrains.

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