Tesla TSLA stock rose about 2% in Tuesday trading, tracking a broader market advance as investors weighed prospects for an easing of military tensions with Iran.

The gain added to recent momentum for the electric vehicle maker, whose shares have drawn increasing attention from investors focused on artificial intelligence and autonomous driving initiatives.

Analysts have noted that Tesla’s stock performance has at times diverged from trends in EV sales, which saw roughly 1.6 million units sold in 2025, off from peak levels in 2023.

Still, the automotive business accounts for the majority of the company’s revenue, making the upcoming first-quarter delivery report a potential factor for the stock.

Tesla’s robo-taxi service, currently expanding in Texas, and its Optimus humanoid robot project have emerged as focal points for investors looking beyond near-term vehicle demand.