Tesla(US:TSLA) Zhi Tong Cai Jing·2025-10-20 06:43Core Viewpoint - Tesla is set to report its Q3 2025 earnings, with analysts predicting revenue of $26.6 billion and a profit of $1.58 billion, driven by record vehicle deliveries of 497,099 units in Q3, surpassing market expectations [1][2]. Financial Performance - Q3 revenue forecast: $26.6 billion [1] - Operating profit forecast: $1.58 billion [1] - Automotive gross margin: 15.9% [1] - Earnings per share: $0.55 [1] - Free cash flow: $1.1 billion [1] Vehicle Deliveries - Tesla delivered 497,099 vehicles in Q3, setting a new quarterly record [1] - Deliveries exceeded market expectations of 448,000 units [1] Future Developments - Focus on AI supercomputing systems and autonomous driving in the upcoming earnings call [1] - Plans for the launch of CyberCab and RoboVan, dedicated autonomous vehicles [2] - Analysts are keen on the potential of a mass-market affordable electric vehicle [2] Analyst Insights - Wedbush analyst Dan Ives raised Tesla's target price to $600, citing AI advancements as a key growth driver [2] - Ives believes the market underestimates Tesla's transformation potential, particularly in AI and robotics [2][3] - Morgan Stanley views Tesla's Robotaxi as a long-term profit center, projecting a fleet of 7.5 million vehicles by 2040 [3] Market Valuation Projections - Ives' team estimates that AI-driven FSD could contribute at least $1 trillion in market value [3] - In a bullish scenario, Tesla's market cap could reach $2 trillion by early 2026 and potentially $3 trillion by year-end [3] - Morgan Stanley's long-term target price for Tesla is $800 per share, based on growth expectations from Robotaxi and robotics [3]