Tesla, Inc. reported mixed Q3 results and triggered a negative market reaction. I continue to believe in Tesla's longer-term growth story, but I fail to see near-term catalysts for the company and hence don't think this pullback is the time to add. Instead, I'm downgrading TSLA stock to a Hold, as I see long-term upside due to Tesla's long-term prospects in AI, robotics, and energy remaining compelling.
Tesla's record sales quarter has offered the company a reprieve after a terrible start to 2025. But CEO Elon Musk is focused on building a “robot army” and making good on his years-long, unfulfilled promise of self-driving cars — tasks he needs to accomplish if he is to unlock the full value of the $1 trillion compensation package that Tesla wants to award him.
Tesla (TSLA) came out with quarterly earnings of $0.5 per share, missing the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.72 per share a year ago.
Tesla will host its earnings call at 5:30 p.m. EDT on its investor relations website.
CNBC's Phil Lebeau reports on Tesla's third-quarter earnings results.
Tesla delivered a record number of vehicles in the third quarter of 2025, thanks in large part to a rush of customers in the United States who took advantage of the expiring federal EV tax credit. But that record quarter did not lead to greater earnings.
Tesla reported record third-quarter revenue, beating Wall Street estimates on Wednesday, driven by the highest quarterly sales of its electric vehicles as car buyers rushed to lock in a key U.S. tax credit ahead of its expiry last month.
Tesla (TSLA) is slated to kick off Magnificent Seven earnings when it reports third-quarter results after the closing bell on Wednesday.
Tesla Inc. is expected to post a 25% drop in third-quarter profits from a year ago when it reports earnings Wednesday afternoon, according to data compiled by Bloomberg. Bloomberg's Craig Trudell has more on what Wall Street expects.
Tesla has only seen nine recalls in 2025, according to NHTSA data, and several of those impacted very few vehicles. Only four impacted more than 1,000 cars, including a February recall of about 376,000 older Model 3 and Model Y for an issue that caused some cars to lose power steering.
Investors are heading into a pivotal earnings report for Tesla. Focus will be on updates regarding robotaxis and AI plans.
Tesla's (NASDAQ: TSLA) stock appears to have entered a new bullish phase, with technical indicators suggesting that the electric vehicle giant may be gearing up for a strong rally toward the $600 mark ahead of its Q3 earnings release.