US EditionTesla Q3 Preview: Is The EV Story Ending? - Tesla (NASDAQ:TSLA)
Tesla set a new delivery record with 497,099 vehicles in Q3 2025 and deployed 12.5 GWh of energy storage capacity, while updating on Robotaxi and Optimus projects.
- On Wednesday, October 22, Tesla Inc will release its Q3 2025 earnings results after the market closes and hold a management conference call covering revenue, EPS, deliveries, energy storage, and updates on Robotaxi, Full Self-Driving, and Optimus.
- Analysts say Tesla's narrative is shifting toward AI and robotics as Elon Musk, CEO's $1 trillion pay package proposed last month draws governance scrutiny from Institutional Shareholder Services.
- Production and delivery tallies include Q3 production of 447,450 vehicles and record deliveries of 497,099, alongside 12.5 GWh of energy storage deployed and about 5,000 Optimus robots planned for 2025.
- Market watchers will parse Wednesday's update as analysts track Robotaxi timing, FSD adoption and Optimus timelines, while Dan Ives warns `The earnings/guidance on Wed are clearly important but take a backseat to the broader and important AI initiatives at Tesla`.
- Valuation scrutiny centers on BNP Paribas Exane's projections of 525,000 Robotaxis by 2030, 17 million Optimus robots by 2040, and over 11 million FSD subscriptions by 2030, which inform roughly 75% of a $1.02 trillion valuation despite zero current sales.
12 Articles
12 Articles
Tesla analyst says this common earnings narrative is losing importance
A Tesla (NASDAQ: TSLA) analyst is doubling down on the idea that one common earnings narrative is losing importance as the company continues to work toward new technologies and projects. This week, Tesla will report earnings for the third quarter, and one thing people always pay attention to is deliveries. Although Tesla reveals its deliveries for the quarter well before it reports earnings, many investors will look for commentary regarding the …
Tesla Q3 earnings preview: All eyes on robotaxis and AI
A Tesla Cybercab, also known as the Robotaxi, on display during the VivaTech technology startup and innovation fair in Paris on June 12, 2025.Mustafa Yalcin/Anadolu via Getty ImagesTesla will report earnings on Wednesday after the closing bell, and a few key areas will be in focus. Tesla's stock has been volatile in 2025, with a 100% rally after an initial steep decline.Analysts are keen to hear updates on AI, Robotaxis, and the production of Mo…
Tesla (TSLA) Q3 earnings preview: what to expect from its record quarter
Tesla (TSLA) will release its Q3 2025 financial results on Wednesday, October 22, after the market closes. As usual, a conference call and Q&A with Tesla’s management are scheduled after the results. Here, we’ll look at what the street and retail investors expect for the quarterly results. more…
Tesla (TSLA) Stock: Earnings Day Arrives With Eyes on Robotaxi and Self-Driving Future
TLDR Tesla reports Q3 2025 earnings today after market close with Wall Street expecting EPS of $0.56 on revenue of $27.3 billion The company delivered 497,099 vehicles in Q3, beating analyst estimates of 443,079 and showing strong performance despite market challenges Cantor Fitzgerald analyst Andres Sheppard maintains Buy rating with $355 price target, urging focus on robotaxi rollout, FSD adoption, and Optimus robot development Tesla faces he…
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