Core Insights - Tesla's stock has experienced volatility following the release of its third-quarter earnings, which showed a return to year-over-year sales growth but reported earnings per share below Wall Street expectations [2][7] - Investors are contemplating the future of Tesla's stock amidst a significant pay package vote for CEO Elon Musk, which could impact investor sentiment [1][9] Financial Performance - Tesla reported a return to quarterly sales growth, marking a positive development, but earnings per share fell short of analyst predictions [2][7] - The stock has retraced approximately 3% from its recent highs, affecting year-to-date gains that had been achieved after recovering from spring lows [3] Analyst Perspectives - Wedbush analyst Dan Ives maintains a bullish outlook with a price target of $600, suggesting a potential market cap of $2 trillion by early 2026 and $3 trillion by the end of 2026, driven by advancements in AI and autonomy [5] - Conversely, JPMorgan analysts have set a lower price target of $150, citing concerns over spending and operating expenses, while acknowledging Tesla's bold products and leadership [8] Strategic Focus - The upcoming vote on Musk's incentive-laden pay proposal is a critical milestone, with some proxy firms recommending against it, highlighting the ongoing debate about Musk's vision for the company [9] - Tesla's strategy appears to be shifting towards autonomy and AI, with Musk indicating that the company is at an "inflection point" in its AI strategy [5][6]

For more on Tesla and big tech earnings, Dan Ies, Wed Bush Securities managing director and global head of technology research. Hey Dan, how are you. >> Great to be here.>> So >> good to see you. >> You know, I was just looking at some of the numbers for Tesla and you know, I know that people don't buy Tesla because of the cars, but and we've had this discussion before. Cars still account for threearters of this company's revenue, Dan.So, you know, yes, you're if you're looking at the robo taxi future, I gu ...

Sergei Gapon / AFP via Getty Images Tesla's shares were sliding Thursday, cutting into year-to-date gains, after the company reported earnings yesterday. Key Takeaways Shares of Tesla are slipping Thursday, dropping after the company turned in a return to sales growth but also reported profits lighter than investors expected. Bullish analysts continue to buy into Elon Musk's longer-term vision and see better days ahead of the stock. Bears, meanwhile—even those who appreciate Musk—are deep in the detail ...

Core Insights - Tesla experienced a return to revenue growth in Q3 2025, with a 12% year-over-year increase to $28.1 billion, driven by a surge in vehicle deliveries as buyers capitalized on expiring tax credits [1][2][7] - Despite the revenue growth, Tesla's adjusted earnings per share of $0.50 fell short of the consensus estimate of $0.54, attributed to higher costs from restructuring and investments in AI [3][7] - The company reported record-high global vehicle deliveries, indicating growth across all regions, following two consecutive quarters of decline due to backlash against CEO Elon Musk's political activities [1][2] Financial Performance - Tesla's revenue for Q3 2025 reached $28.1 billion, exceeding analysts' expectations [1][7] - The adjusted earnings per share of $0.50 missed the consensus estimate of $0.54 [3][7] - The stock was up approximately 9% for 2025 through the close of Wednesday, despite being down more than 1% in extended trading after the earnings release [4][5] Market Position - Tesla has underperformed compared to other stocks in the Magnificent 7, only outperforming Apple and Amazon this year [5] - The enthusiasm surrounding next-generation businesses like robots and robotaxis has contributed to the stock's recovery, but concerns about the car business persist [2][5]

Core Insights - Tesla's Q3 adjusted EPS is reported at $0.50, below the consensus estimate of $0.54, while Q3 revenue is $28.10 billion, exceeding the expected $26.36 billion [1][2] - Q3 gross margins are reported at 18%, significantly higher than the estimated 7.2% [2] - Free cash flow for Q3 is reported at $3.99 billion, beating the estimate of $1.25 billion [2] Financial Performance - Q3 adjusted EPS is $0.50, compared to a consensus of $0.54 [1] - Q3 revenue stands at $28.10 billion, surpassing the expected $26.36 billion [1] - Q3 gross margins are reported at 18%, exceeding the estimate of 7.2% [2] - Free cash flow for Q3 is $3.99 billion, significantly above the estimate of $1.25 billion [2] Market Outlook - Concerns are raised about EV demand in the US post EV tax credit expiration, with expectations of declining deliveries in Q4 and throughout 2026 [7][8] - Analysts predict a potential decline in total global deliveries for Tesla due to the expiration of the US tax credit [7] - The market may see a pull forward in demand as buyers took advantage of the tax credit in Q3 [8] Product Strategy - Tesla has introduced lower-priced models under $40,000, which may attract buyers but still face competition from traditional vehicles priced lower [9][10] - The Model Y's pricing compared to competitors like Honda CRV and Toyota RAV4 indicates a higher cost for consumers [11][12] Future Growth and AI Vision - Analysts express optimism about Tesla's AI and robotics potential, with a belief that the autonomous driving and robotics market could significantly enhance Tesla's valuation [14][15] - The company is expected to pivot from car sales to software and robotics in the long term [15] - Regulatory uncertainties and competition in the autonomous driving space may impact Tesla's market leadership [16][17] Upcoming Events - A shareholder meeting is scheduled for November 6, where approval of Elon Musk's potential $1 trillion pay package is anticipated [23][24] - The pay package is tied to Tesla's market cap growth and successful rollout of robo taxis and full self-driving software [24]

Getty Images Tesla shares were up roughly 9% for 2025 through Wednesday's close, after spending most of the year in negative territory Key Takeaways Tesla posted revenue growth for the third quarter after two quarters of declines. The company, however, also turned in quarterly earnings per share that came in lower than analysts expected. Tesla returned to revenue growth in the third quarter as buyers rushed to take advantage of expiring tax credits. The electric vehicle maker's revenue climbed 12%  ...

NEW YORK (AP) — Tesla reported a fourth straight decline in quarterly profit even as sales rose, triggering a drop in its shares in after-hours trading. The car company run by Elon Musk reported third-quarter earnings plunged 37% to $1.4 billion, or 39 cents a share, from $2.2 billion, or 62 cents a share, a year earlier. That marked the fourth quarter in a row that profit dropped. And even the revenue rise, a welcome relief from a sales plunge earlier in the year due to anti-Musk boycotts, came with sign ...

A vehicle transport truck arrives with Tesla Model Y vehicles at the company's store in Colma, California, US, on Thursday, Oct. 9, 2025.Tesla reported a 12% increase in third quarter revenue on Wednesday following two straight periods of declines. However, earnings missed analysts estimates.Here's how the company did, compared with estimates from analysts polled by LSEG:Earnings per share: 50 cents adjusted vs. 54 cents estimatedRevenue: $28.10 billion vs. $26.37 billion estimatedTotal revenue climbed from ...

Tesla, Inc.'s (NASDAQ: TSLA ) third quarter record deliveries were likely an anomaly, as EVs will continue to decline Most of Tesla’s “mind-share” is focused on getting its Optimus robots into mass production.Dom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Blockchain.https://www.youtube.com/channel/UCdTKlxmvT0Jy ...

Tesla, Inc.'s (NASDAQ: TSLA ) third quarter record deliveries were likely an anomaly, as EVs will continue to decline Most of Tesla’s “mind-share” is focused on getting its Optimus robots into mass production.Dom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Blockchain.https://www.youtube.com/channel/UCdTKlxmvT0Jy ...