Company profiles · Reshoring, Industrials & Semis

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

WINNERWATCH TIER
Price · Aug 28, 2026 close$348.75
Market cap$1.38T
52-wk range297.38–498.83

Why it’s on the map

No Canadian assembly; relative winner vs Detroit on the Jan 2027 doubling.

Government money & contracts

None.

Customers & commercial

Global.

Catalysts

Robotaxi/AI.

Risk

Stock driven by AI narrative, not tariffs.

Tariff durability

Relative only.

Source: https://stockanalysis.com/stocks/tsla/