Tesla, Inc. reported headline top and bottom line beats, with margins rising as deferred revenues dropped sequentially. Management didn't give too much in the way of a vehicle delivery forecast for 2026, as concerns swirl over demand issues. TSLA stock's valuation remains elevated, driven by investor focus on future robotaxi and humanoid robot opportunities.
Tesla is ending production of the Model S sedan and Model X SUV, CEO Elon Musk announced Wednesday on a conference call. The company will make the final versions of both electric vehicles next quarter, he said.
Tesla, Inc. reported Q4 results beating consensus on both revenue and earnings lines. Despite the beat, TSLA's revenues declined year-over-year, challenging its high-growth valuation. TSLA's Q4 performance is viewed as underwhelming given expectations and premium pricing.
Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots
Musk has framed AI technology as central to his broader push to develop artificial intelligence that could support the automaker's self-driving and robotics ambitions.
In its earnings report on Wednesday, Tesla said it invested $2 billion in xAI, Elon Musk's artificial intelligence startup. "Tesla's investment was made on market terms consistent with those previously agreed to by other investors in the financing round," the company said.
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Tesla Inc (NASDAQ:TSLA) shares added 3% afterhours on Thursday after the electric-vehicle maker reported fourth-quarter 2025 earnings that topped Wall Street expectations, despite year-over-year declines in sales and profit. Tesla reported non-GAAP earnings per share of $0.50 for the quarter ended December 31, beating analyst estimates of $0.45.
Tesla's revenue fell 3% in the fourth quarter as the company lost its lead as the world's leading electric vehicle maker to China's BYD.
Tesla's profit fell 46% in 2025 compared to the prior year, as CEO Elon Musk assumed a role in the Trump administration and federal electric vehicle subsidies were killed off by Congress, causing sales to plummet.
The electric vehicle maker's shares are near record highs as Wall Street focuses on the company's plans for robots and self-driving cars.
Tesla beat Wall Street estimates for fourth-quarter revenue on Wednesday despite the Elon Musk-led automaker delivering fewer-than-expected vehicles in the holiday quarter.