Tesla reported that it sold no bitcoin in the third quarter of 2026. Arkham Intelligence put its holdings at 11,509 BTC, unchanged during the quarter. As of Sept. 30, 2026, the carrying value of Tesla’s digital assets was $962 million, up from $674 million at the end of June. Tesla recorded a $288 million unrealized pre-tax gain from revaluing those assets, not from selling bitcoin.
Tesla’s operating income fell 56% year over year to $718 million, while its operating margin narrowed to 2.6% from 5.8%.