Core Viewpoint - Tesla Inc is expected to shift its focus towards Full Self-Driving (FSD), robotaxis, and AI, rather than solely on electric vehicles, as it prepares to report its fourth-quarter financial results [1]. Group 1: Earnings Estimates - Analysts predict Tesla will report fourth-quarter revenue of $24.90 billion, a decrease from $25.71 billion in the same quarter last year [2]. - The expected earnings per share for the fourth quarter is 40 cents, down from 73 cents per share in the previous year [2]. - Tesla has beaten revenue estimates in two consecutive quarters and in four of the last ten quarters overall [2]. Group 2: Analyst Insights - Dan Ives from Wedbush emphasizes that the focus will be on Tesla's progress with robotaxis and demand stabilization, maintaining an Outperform rating with a price target of $600 [4]. - Ives believes that the AI growth from autonomous vehicles and robotics will be central to Tesla's future [4]. - Mark Delaney from Goldman Sachs maintains a Neutral rating with a price target of $420, highlighting the importance of FSD and robotaxis in scaling operations [6][7]. Group 3: Key Items to Watch - Shareholders are interested in whether they will receive priority access to the SpaceX IPO in 2025, which could influence Tesla's stock volatility [9][10]. - Tesla's fourth-quarter deliveries were reported at 418,227 units, reflecting a 16% year-over-year decline, leading to a focus on future growth items in the earnings report [12]. - Questions from shareholders are likely to center around FSD, robotaxis, and the Optimus Bot, indicating a shift in focus from delivery figures to future growth prospects [12]. Group 4: Stock Performance - Tesla's stock was down 0.99% to $430.91, with a 52-week trading range of $214.25 to $498.82, and has increased by 9% over the last year [13].

The fourth quarter earnings season kicks into high gear this week, with Big Tech results from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL) headlining the earnings calendar. An optimistic consensus is forming: As of Jan. 23, 13% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 8.2% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of ann ...

华尔街正对特斯拉发出矛盾的信号：分析师对其2026年净利润的平均预测在12个月内暴跌56%，从141 亿美元大幅下修至61亿美元，反映出对其盈利能力日益加深的怀疑。然而，同一时期，对该股未来12个 月的平均目标价却从约338美元逆势上调至近410美元. "若其估值更接近行业平均水平，我们或可认为该股风险收益比具有吸引力。" 然而现实是，其他"科技七巨头"成员普遍具备"更高的盈利能力和更充沛的现金流"，但估值却显著低于 特斯拉。这一反差凸显了市场对其长期愿景的溢价定价已脱离常规基本面框架。 押注未来愿景而非当前业绩 为了更清晰地理解特斯拉在"七巨头"中的估值异质性，可以观察到一个关键现象：在过去一年中，尽管 该群体所有成员的目标价均有所上调，但只有特斯拉的盈利预期在同一时期显著恶化。 这一罕见背离揭示了市场当前对特斯拉的估值逻辑：其股价表现已更多锚定于首席执行官埃隆·马斯克 描绘的人形机器人、自动驾驶等长期愿景，而非公司近期的汽车销量与财务基本面。 特斯拉将于近日发布最新财报。在市场密切关注其业绩指引的同时，分析师更希望了解其在自动驾驶与 机器人等新兴业务领域的具体进展，这些信息或将成为支撑当前高估值预期的关键 ...

自2025年以来，因美国总统特朗普寻求得到格陵兰岛并在关税上对欧盟反复加码威胁，跨大西洋关系持 续承压。由于特朗普与特斯拉公司首席执行官埃隆·马斯克关系密切，特斯拉电动汽车过去一年在欧洲 市场受到很多消费者抵制，销量表现亦持续走弱。（完） 这一行业协会的统计数据涵盖欧盟以及英国、冰岛、挪威、瑞士和列支敦士登。在欧盟范围内，2025年 特斯拉新车注册量同比下降37.9%，市场份额从2024年的2.3%降至1.4%。 新华社布鲁塞尔1月27日电（记者丁英华 康逸）欧洲汽车制造商协会27日公布的统计数据显示，美国电 动汽车品牌特斯拉2025年全年在欧洲的新车注册量为238656辆，同比下降26.9%。 ...

Tesla’s (TSLA) upcoming fourth quarter earnings report, slated for release on Wednesday after the bell, comes at a time when investors are looking for non-auto business catalysts for the stock. For the quarter, Tesla is expected to report revenue of $25.11 billion (per Bloomberg estimates), a 2.4% drop from a year ago. Tesla is expected to post adjusted earnings per share (EPS) of $0.45, translating to adjusted net income of $1.59 billion, down considerably from the $2.6 billion reported last year. Tesla ...

Our 72 hours to decide this rally as mega cap earnings, the Fed decision and potential government shutdown hang over this market. We'll discuss and debate with the investment committee and joining me for the hour today, Joe Terteranova, Stephanie Link, Shannet Sosha, and Jason Snipe. We will go to the markets.The Dow is red as you see. Everything else though is green led by the NASDAQ as we get ever closer to those mega cap earnings that will begin tomorrow. The S&P hitting a fresh all-time high today.Gold ...

Core Insights - The company, led by Elon Musk, is facing challenges in selling electric vehicles (EVs) as it once did, indicating a shift in market dynamics [1] - However, the growth of its energy business and advancements in artificial intelligence (AI) are contributing positively to its overall performance [1] Group 1: Sales Challenges - The company is experiencing difficulties in maintaining its previous sales momentum for EVs, suggesting potential market saturation or increased competition [1] Group 2: Growth Areas - The energy business is expanding, providing a new revenue stream that helps mitigate the decline in vehicle sales [1] - Plans related to AI are also in development, which may enhance operational efficiency and product offerings in the future [1]

Tesla Inc (NASDAQ:TSLA) will report its fourth quarter 2025 earnings on Wednesday after markets close, and Wedbush analysts say investors will be closely watching the company’s progress on autonomous driving and robotics as demand appears to be stabilizing. Wedbush reiterated its ‘Outperform’ rating on Tesla and set a 12-month price target of $600, citing improving delivery trends and the company’s “AI transformation” driven by autonomous and robotics initiatives. Shares of Tesla traded hands at $434 on Tue ...

Wall Street is flirting with a record on Tuesday, as stocks zigzag under the market’s surface following mixed profit reports from UnitedHealth, General Motors and other big companies.The S&P 500 rose 0.5% and could top its all-time high set a couple weeks ago, even though slightly more stocks fell within the index than rose. The Dow Jones Industrial Average was down 288 points, or 0.6%, as of 11:45 a.m. Eastern time, and the Nasdaq composite was 1% higher.UnitedHealth Group tumbled 19.1% despite reporting a ...

Tesla's brand value fell sharply in 2025, extending a decline that has now run for three consecutive years, according to a new report from Brand Finance. The electric vehicle maker lost an estimated $... ...