Tesla's energy storage division achieved record revenue in 2025, outpacing its struggling automotive segment. While robotaxi and humanoid robot ventures remain unproven, batteries and solar initiatives offer reliable expansion. Analysts highlight surging demand from data centers and grid needs as key factors.

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FTC Solar Inc. reported strong fourth-quarter results with revenue surging 146% year-over-year, yet the company entered a technical default on a credit covenant, leading to a sharp stock decline. Despite record margins, ongoing operational losses and high cash burn raise concerns about financial sustainability. Analysts maintain a Hold rating on the stock amid these mixed signals.

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