Company profiles · Reshoring, Industrials & Semis

Tesla (TSLA): US–Canada Tariff Exposure, Government Contracts, and Risk

WINNERWATCH TIER
Last close · Oct 30$399.81 +14.6% since report
Report price · Aug 28, 2026 close$348.75
Market cap$1.38T
52-wk range297.38–498.83
DividendNever paid one

Why it’s on the map

No Canadian assembly; relative winner vs Detroit if the announced Jan 2027 increase lands.

Government money & contracts

None.

Customers & commercial

Global.

Catalysts

Robotaxi/AI.

Risk

Stock driven by AI narrative, not tariffs.

Tariff durability

Relative only.

Dividend
None
Never paid one

Tesla does not currently pay a dividend. The trade here is the move, not the check. See the names that do pay →