Analyst Consensus ?
ConsensusHold80 ratings
Bullish3442.5%
Neutral3138.8%
Bearish1518.7%
1 unmapped firm rating excluded from the percentages.
Tesla, Inc. · TSLA · FY2025 Q4 · Calendar Q1 2026
Tesla pivots toward autonomy, robotics, and energy while raising execution stakes
The supplied analysis supports a conditional long-term growth case centered on autonomy, robotics, and energy rather than near-term vehicle volume. The evidence is Tesla's stated plans for robotaxis, Optimus, AI chips, and expanded energy capacity; the counterweight is the scale of capital spending, regulatory uncertainty, and execution risk.
Reported After market closeNASDAQConsumer Cyclical
$1401.34B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.50
Consensus $0.45
EPS surprise
+9.9%
Reported versus consensus
Reported revenue
$24.90B
Consensus $24.78B
Revenue surprise
+0.5%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-3.5%
Event window
SPY move
-0.2%
Same window
Abnormal move
-3.3%
Stock minus SPY
Volume
1.3×
Versus trailing sessions
Subsequent drift
-3.4%
Up to 20 sessions
TSLASPY benchmark
Ask FN2 about TSLA FY2025 Q4
Transcript, numbers and history already loaded
Why did TSLA fall 3.5% after beating EPS estimates in FY2025 Q4?What changed in TSLA's guidance and outlook in FY2025 Q4?Give me the bull and bear case for TSLA after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the supplied analysis describes a clearer strategic shift away from traditional sedan production and toward autonomy, robotics, AI infrastructure, and energy. It also places greater emphasis on a 2026 capital-spending program above $20 billion and on subscription-based Full Self-Driving revenue.
Guidance delta
No formal guidance delta was provided in the supplied analysis; management's guidance sentiment is recorded as not provided.
Key takeaways
- The supplied analysis describes a strategic shift toward autonomy, robotaxis, Optimus, and energy products as traditional sedan production winds down.
- The 2026 capital-spending plan is described as exceeding $20 billion, funding factories, AI chips, solar capacity, and lithium and cathode refineries.
- Energy storage was described as a strong area, with MegaPack 3 and Mega Block planned.
- Full Self-Driving revenue is now primarily subscription-driven, creating a near-term automotive-margin consideration.
- The investment case depends on converting ambitious CyberCab, Optimus, and AI infrastructure plans into scaled operations.
Management priorities
- Scale robotaxi and unsupervised Full Self-Driving deployments.
- Repurpose Fremont capacity for Optimus production.
- Develop AI5 and AI6 chips and related compute infrastructure.
- Expand energy storage, solar, lithium, and cathode manufacturing.
- Build the manufacturing and supply-chain base for autonomy and robotics.
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Analyst 52W Price Targets
$354.81Previous close
$88Low
$324.6Average
$840High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Neutral | Neutral | Maintain | Sep 28, 2026 |
| StoneX | Buy | Buy | Maintain | Sep 25, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Sep 16, 2026 |
| GLJ Research | Sell | Sell | Maintain | Sep 4, 2026 |
| Stifel | Buy | Buy | Maintain | Aug 3, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Jul 24, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 23, 2026 |
| Truist Securities | Hold | Hold | Maintain | Jul 23, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 23, 2026 |
| Roth Capital | Buy | Buy | Maintain | Jul 23, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Jul 23, 2026 |
| Needham | Hold | Hold | Maintain | Jul 23, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jul 23, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Jul 23, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Jul 23, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Jul 23, 2026 |
| Wells Fargo | Underweight | Underweight | Maintain | Jul 14, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 14, 2026 |
| Jefferies | Hold | Hold | Maintain | Jul 13, 2026 |
| Freedom Broker | Hold | Hold | Maintain | Jul 2, 2026 |
| Wedbush | Outperform | Outperform | Maintain | Apr 23, 2026 |
| Baird | Outperform | Outperform | Maintain | Apr 6, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Dec 19, 2025 |
| B of A Securities | Neutral | Neutral | Maintain | Oct 29, 2025 |
| Freedom Capital Markets | Hold | Sell | Upgrade | Oct 24, 2025 |
| Evercore ISI Group | In Line | In Line | Maintain | Oct 13, 2025 |
| China Renaissance | Hold | Buy | Downgrade | Jul 25, 2025 |
| Guggenheim | Sell | Sell | Maintain | Jul 23, 2025 |
| William Blair | Market Perform | Outperform | Downgrade | Jul 7, 2025 |
| HSBC | Reduce | Reduce | Maintain | Jul 3, 2025 |
| Benchmark | Buy | Buy | Maintain | Jun 26, 2025 |
| Argus Research | Hold | Buy | Downgrade | Jun 9, 2025 |
| Roth MKM | Buy | Buy | Maintain | Apr 23, 2025 |
| KGI Securities | Outperform | Neutral | Upgrade | Oct 24, 2024 |
| Oppenheimer | Perform | Perform | Maintain | Oct 8, 2024 |
| Bernstein | Underperform | Underperform | Maintain | Oct 3, 2024 |
| New Street Research | Neutral | Buy | Downgrade | Jul 24, 2024 |
| Citigroup | Neutral | Neutral | Maintain | Jul 24, 2024 |
| Daiwa Capital | Neutral | Outperform | Downgrade | Feb 6, 2024 |
| Edward Jones | Hold | Buy | Downgrade | Jan 26, 2024 |
| CFRA | Buy | Buy | Maintain | Dec 1, 2023 |
| DZ Bank | Sell | Buy | Downgrade | Jun 23, 2023 |
| Tudor Pickering | Sell | Hold | Downgrade | Apr 20, 2023 |
| Wolfe Research | Peer Perform | Peer Perform | Maintain | Apr 10, 2023 |
| Berenberg | Hold | Buy | Downgrade | Mar 8, 2023 |
| Cowen & Co. | Market Perform | Market Perform | Maintain | Jan 26, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Jun 24, 2022 |
| Exane BNP Paribas | Underperform | Underperform | Maintain | Nov 17, 2021 |
| New Street | Buy | Neutral | Upgrade | Mar 9, 2021 |
| JMP Securities | Market Perform | Market Outperform | Downgrade | Jan 28, 2021 |
| Wunderlich | Sell | Buy | Downgrade | Sep 23, 2020 |
| Vertical Group | Sell | Sell | Maintain | Sep 23, 2020 |
| Stifel Nicolaus | Outperform | Outperform | Maintain | Sep 23, 2020 |
| Standpoint Research | Sell | Sell | Maintain | Sep 23, 2020 |
| PiperJaffray | Overweight | Overweight | Maintain | Sep 23, 2020 |
| Nomura | Neutral | Neutral | Maintain | Sep 23, 2020 |
| Global Equities Research | Overweight | Overweight | Maintain | Sep 23, 2020 |
| Citi | Sell | Sell | Maintain | Sep 23, 2020 |
| Bank of America | Neutral | Neutral | Maintain | Sep 2, 2020 |
| Macquarie | Outperform | Outperform | Maintain | Oct 8, 2018 |
| Vertical Research | Sell | Sell | Maintain | Jun 14, 2018 |
| Argus | Buy | Hold | Upgrade | May 5, 2018 |
| Citic Securities | Buy | Buy | Maintain | Feb 13, 2018 |
| Independent Research | Hold | Hold | Maintain | May 30, 2017 |
| Pacific Crest | Sector Weight | Maintain | Jun 22, 2016 | |
| Sterne Agee CRT | Buy | Buy | Maintain | Jun 2, 2016 |
| CLSA | Underperform | Outperform | Downgrade | Mar 25, 2015 |
| Ascendiant Capital | Buy | Buy | Maintain | Oct 30, 2014 |
| MLV & Co. | Buy | Buy | Maintain | Oct 17, 2014 |
| Tigress Financial | Neutral | Neutral | Maintain | Oct 8, 2014 |
| ISI Group | Buy | Buy | Maintain | Sep 16, 2014 |
| FBN Securities | Outperform | Outperform | Maintain | Sep 8, 2014 |
| S&P Capital IQ | Hold | Sell | Upgrade | May 7, 2014 |
| FBR Capital | Perform | Market Perform | Maintain | Feb 19, 2014 |
| Lazard | Neutral | Buy | Downgrade | Aug 12, 2013 |
| Dougherty & Co. | Buy | Buy | Maintain | Jul 17, 2013 |
| Dougherty | Buy | Buy | Maintain | Jul 17, 2013 |
| Northland Securities | Outperform | Outperform | Maintain | Mar 1, 2013 |
| Wunderlich Securities | Sell | Buy | Downgrade | Jul 18, 2012 |
| Maxim Group | Buy | Buy | Maintain | May 22, 2012 |
| Oxen Group | Buy | Buy | Maintain | Feb 17, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $354.81. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Goldman Sachs | Analyst unavailable | $360 | $356.58 | +1.5% | Sep 16, 2026 |
| Morgan Stanley | Andrew Percoco | $840 | $365.44 | +136.7% | Sep 12, 2026 |
| Stifel Nicolaus | Stephen Gengaro | $491 | $311.21 | +38.4% | Aug 3, 2026 |
| RBC Capital | Tom Narayan | $480 | $309.22 | +35.3% | Jul 28, 2026 |
| Deutsche Bank | Analyst unavailable | $420 | $308.5 | +18.4% | Jul 27, 2026 |
| Robert W. Baird | Ben Kallo | $475 | $313.03 | +33.9% | Jul 27, 2026 |
| Piper Sandler | Alexander Potter | $450 | $319.69 | +26.8% | Jul 24, 2026 |
| UBS | Analyst unavailable | $385 | $322.5 | +8.5% | Jul 23, 2026 |
| Mizuho Securities | Analyst unavailable | $450 | $327.84 | +26.8% | Jul 23, 2026 |
| Truist Financial | Analyst unavailable | $370 | $374.01 | +4.3% | Jul 23, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $485 | $374.01 | +36.7% | Jul 23, 2026 |
| Canaccord Genuity | George Gianarikas | $410 | $374.01 | +15.6% | Jul 23, 2026 |
| UBS | Analyst unavailable | $460 | $374.01 | +29.6% | Jul 23, 2026 |
| Morgan Stanley | Analyst unavailable | $417 | $394.76 | +17.5% | Jul 14, 2026 |
| Jefferies | Analyst unavailable | $400 | $407.76 | +12.7% | Jul 13, 2026 |
| UBS | Analyst unavailable | $442 | $394.81 | +24.6% | Jul 9, 2026 |
| UBS | Analyst unavailable | $500 | $419.77 | +40.9% | Jul 7, 2026 |
| Truist Financial | William Stein | $430 | $390.94 | +21.2% | Jul 2, 2026 |
| UBS | Joseph Spak | $364 | $374.73 | +2.6% | Apr 23, 2026 |
| UBS | Analyst unavailable | $475 | $373.33 | +33.9% | Apr 23, 2026 |
| Canaccord Genuity | Analyst unavailable | $450 | $387.51 | +26.8% | Apr 23, 2026 |
| Deutsche Bank | Analyst unavailable | $465 | $345.62 | +31.1% | Apr 9, 2026 |
| Truist Financial | Analyst unavailable | $400 | $360 | +12.7% | Apr 2, 2026 |
| Canaccord Genuity | Analyst unavailable | $420 | $355.28 | +18.4% | Mar 30, 2026 |
| Stifel Nicolaus | Stephen Gengaro | $508 | $420.42 | +43.2% | Jan 29, 2026 |
| Truist Financial | Analyst unavailable | $438 | $417.49 | +23.4% | Jan 29, 2026 |
| UBS | Joseph Spak | $352 | $418.17 | -0.8% | Jan 29, 2026 |
| Canaccord Genuity | George Gianarikas | $520 | $431.46 | +46.6% | Jan 29, 2026 |
| Morgan Stanley | Andrew Percoco | $415 | $431.46 | +17.0% | Jan 29, 2026 |
| Mizuho Securities | Vijay Rakesh | $540 | $431.46 | +52.2% | Jan 29, 2026 |
| Goldman Sachs | Analyst unavailable | $405 | $431.46 | +14.1% | Jan 29, 2026 |
| Barclays | Dan Levy | $360 | $449.36 | +1.5% | Jan 23, 2026 |
| Piper Sandler | Alexander Potter | $500 | $434.17 | +40.9% | Jan 8, 2026 |
| Truist Financial | William Stein | $439 | $442.39 | +23.7% | Jan 2, 2026 |
| Robert W. Baird | Ben Kallo | $548 | $459.64 | +54.4% | Dec 30, 2025 |
| UBS | Analyst unavailable | $551 | $488.73 | +55.3% | Dec 23, 2025 |
| Truist Financial | William Stein | $444 | $483.37 | +25.1% | Dec 19, 2025 |
| Mizuho Securities | Analyst unavailable | $530 | $475.12 | +49.4% | Dec 16, 2025 |
| Morgan Stanley | Andrew Percoco | $425 | $455 | +19.8% | Dec 7, 2025 |
| Mizuho Securities | Vijay Rakesh | $475 | $417.78 | +33.9% | Nov 25, 2025 |
| RBC Capital | Analyst unavailable | $500 | $426.49 | +40.9% | Oct 23, 2025 |
| Roth Capital | Analyst unavailable | $505 | $438.97 | +42.3% | Oct 23, 2025 |
| Truist Financial | William Stein | $406 | $422.55 | +14.4% | Oct 23, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $510 | $438.97 | +43.7% | Oct 23, 2025 |
| Canaccord Genuity | Analyst unavailable | $482 | $438.97 | +35.8% | Oct 23, 2025 |
| Cantor Fitzgerald | Andres Sheppard | $335 | $447.43 | -5.6% | Oct 21, 2025 |
| Barclays | Dan Levy | $350 | $435.15 | -1.4% | Oct 16, 2025 |
| Industrial Alliance Securities | Analyst unavailable | $300 | $428.23 | -15.4% | Oct 13, 2025 |
| Melius Research | Analyst unavailable | $520 | $413.49 | +46.6% | Oct 13, 2025 |
| Stifel Nicolaus | Stephen Gengaro | $483 | $433.09 | +36.1% | Oct 8, 2025 |
| UBS | Joseph Spak | $247 | $447.3 | -30.4% | Oct 6, 2025 |
| Deutsche Bank | Edison Yu | $435 | $427.96 | +22.6% | Sep 26, 2025 |
| Wedbush | Daniel Ives | $600 | $425.37 | +69.1% | Sep 26, 2025 |
| Goldman Sachs | Analyst unavailable | $395 | $416.85 | +11.3% | Sep 18, 2025 |
| Morgan Stanley | Adam Jonas | $410 | $350.84 | +15.6% | Sep 5, 2025 |
| Stifel Nicolaus | Analyst unavailable | $440 | $350.84 | +24.0% | Sep 5, 2025 |
| Cantor Fitzgerald | Andres Sheppard | $355 | $329.22 | +0.1% | Jul 21, 2025 |
| UBS | Mark Delaney | $290 | $317.66 | -18.3% | Jun 30, 2025 |
| Wedbush | Dan Ives | $500 | $332.05 | +40.9% | Jun 5, 2025 |
| Mizuho Securities | Vijay Rakesh | $390 | $349.98 | +9.9% | May 16, 2025 |
| Piper Sandler | Alexander Potter | $400 | $275.35 | +12.7% | May 6, 2025 |
| Argus Research | William Selesky | $410 | $253.39 | +15.6% | Apr 24, 2025 |
| Stifel Nicolaus | Stephen Gengaro | $450 | $250.74 | +26.8% | Apr 24, 2025 |
| Truist Financial | William Stein | $280 | $237.97 | -21.1% | Apr 22, 2025 |
| Morgan Stanley | Adam Jonas | $430 | $237.97 | +21.2% | Apr 22, 2025 |
| BNP Paribas | Stuart Pearson | $137 | $241.55 | -61.4% | Apr 16, 2025 |
| Deutsche Bank | Analyst unavailable | $345 | $263.55 | -2.8% | Mar 28, 2025 |
| Mizuho Securities | Analyst unavailable | $430 | $238.01 | +21.2% | Mar 17, 2025 |
| Robert W. Baird | Analyst unavailable | $370 | $263.45 | +4.3% | Mar 6, 2025 |
| Wedbush | Analyst unavailable | $302.8 | $302.8 | -14.7% | Feb 26, 2025 |
| Wedbush | Dan Ives | $328.5 | $328.5 | -7.4% | Feb 12, 2025 |
| Wedbush | Dan Ives | $550 | $415.11 | +55.0% | Jan 23, 2025 |
| Evercore ISI | Chris McNally | $275 | $394 | -22.5% | Jan 3, 2025 |
| Canaccord Genuity | George Gianarikas | $404 | $394 | +13.9% | Jan 3, 2025 |
| Wedbush | Daniel Ives | $515 | $400.99 | +45.1% | Dec 16, 2024 |
| Stifel Nicolaus | Stephen Gengaro | $411 | $345.16 | +15.8% | Dec 2, 2024 |
| Wedbush | Daniel Ives | $400 | $332.89 | +12.7% | Nov 29, 2024 |
| Barclays | Dan Levy | $270 | $200 | -23.9% | Nov 18, 2024 |
| RBC Capital | Tom Narayan | $313 | $311.18 | -11.8% | Nov 15, 2024 |
| Piper Sandler | Alexander Potter | $315 | $259.86 | -11.2% | Oct 29, 2024 |
| Canaccord Genuity | George Gianarikas | $298 | $269.13 | -16.0% | Oct 28, 2024 |
| Truist Financial | William Stein | $238 | $213.65 | -32.9% | Oct 24, 2024 |
| Cantor Fitzgerald | Andres Sheppard | $255 | $213.65 | -28.1% | Oct 24, 2024 |
| KGI Securities | Terry Lee | $276 | $249.4 | -22.2% | Oct 24, 2024 |
| Goldman Sachs | Mark Delaney | $250 | $213.65 | -29.5% | Oct 24, 2024 |
| RBC Capital | Tom Narayan | $249 | $213.65 | -29.8% | Oct 24, 2024 |
| Canaccord Genuity | George Gianarikas | $278 | $213.65 | -21.6% | Oct 24, 2024 |
| Truist Financial | William Stein | $236 | $213.45 | -33.5% | Oct 23, 2024 |
| Jefferies | Philippe Houchois | $195 | $218.85 | -45.0% | Oct 21, 2024 |
| Mizuho Securities | Vijay Rakesh | $230 | $219.16 | -35.2% | Oct 14, 2024 |
| Evercore ISI | Chris McNally | $195 | $217.8 | -45.0% | Oct 14, 2024 |
| Bank of America Securities | Justin Post | $88 | $217.8 | -75.2% | Oct 11, 2024 |
| RBC Capital | Tom Narayan | $236 | $240.83 | -33.5% | Oct 8, 2024 |
| Cantor Fitzgerald | Andres Sheppard | $245 | $241.57 | -30.9% | Oct 7, 2024 |
| HSBC | Michael Tyndall | $124 | $238.31 | -65.1% | Oct 3, 2024 |
| Piper Sandler | Alexander Potter | $310 | $254.27 | -12.6% | Sep 24, 2024 |
| Bank of America Securities | John Murphy | $255 | $237.53 | -28.1% | Sep 20, 2024 |
| Canaccord Genuity | George Gianarikas | $254 | $229.81 | -28.4% | Sep 13, 2024 |
| Deutsche Bank | Ed Yu | $295 | $216.27 | -16.9% | Sep 9, 2024 |
| Barclays | Dan Levy | $220 | $230.17 | -38.0% | Sep 5, 2024 |
| Wells Fargo | Aaron Rakers | $150 | $221.71 | -57.7% | Aug 19, 2024 |
| RBC Capital | Tom Narayan | $224 | $191.76 | -36.9% | Aug 8, 2024 |
| Truist Financial | William Stein | $215 | $232.1 | -39.4% | Jul 29, 2024 |
| Argus Research | Bill Selesky | $286 | $219.8 | -19.4% | Jul 26, 2024 |
| Goldman Sachs | Mark Delaney | $230 | $220.52 | -35.2% | Jul 24, 2024 |
| New Street | Pierre Ferragu | $225 | $246.38 | -36.6% | Jul 24, 2024 |
| UBS | Joseph Spak | $197 | $246.38 | -44.5% | Jul 24, 2024 |
| Citigroup | Itay Michaeli | $258 | $246.38 | -27.3% | Jul 24, 2024 |
| New Street | Pierre Ferragu | $235 | $247.32 | -33.8% | Jul 23, 2024 |
| Citigroup | Itay Michaeli | $274 | $241.03 | -22.8% | Jul 11, 2024 |
| Needham | Laura Martin | $300 | $130.98 | -15.4% | Jul 10, 2024 |
| Truist Financial | William Stein | $162 | $251.42 | -54.3% | Jul 8, 2024 |
| Stifel Nicolaus | Stephen Gengaro | $265 | $187.35 | -25.3% | Jun 25, 2024 |
| UBS | Joseph Spak | $147 | $184.95 | -58.6% | Jun 24, 2024 |
| Morgan Stanley | Adam Jonas | $275 | $182.65 | -22.5% | Jun 21, 2024 |
| RBC Capital | Tom Narayan | $227 | $183.27 | -36.0% | Jun 20, 2024 |
| Cantor Fitzgerald | Andres Sheppard | $230 | $179.99 | -35.2% | May 2, 2024 |
| RBC Capital | Tom Narayan | $293 | $194.05 | -17.4% | Apr 29, 2024 |
| Evercore ISI | Chris McNally | $145 | $168.29 | -59.1% | Apr 29, 2024 |
| Wedbush | Daniel Ives | $275 | $168.29 | -22.5% | Apr 28, 2024 |
| Deutsche Bank | Emmanuel Rosner | $136 | $162.13 | -61.7% | Apr 25, 2024 |
| HSBC | Michael Tyndall | $120 | $161.12 | -66.2% | Apr 24, 2024 |
| Deutsche Bank | Emmanuel Rosner | $123 | $155.45 | -65.3% | Apr 18, 2024 |
| Barclays | Dan Levy | $180 | $157.11 | -49.3% | Apr 17, 2024 |
| Wells Fargo | Colin Langan | $120 | $174.6 | -66.2% | Apr 12, 2024 |
| Piper Sandler | Alexander Potter | $205 | $176.88 | -42.2% | Apr 10, 2024 |
| Jefferies | Philippe Houchois | $165 | $176.88 | -53.5% | Apr 10, 2024 |
| Goldman Sachs | Mark Delaney | $175 | $175.46 | -50.7% | Apr 9, 2024 |
| UBS | Joseph Spak | $160 | $173.77 | -54.9% | Apr 8, 2024 |
| Morgan Stanley | Adam Jonas | $310 | $168.38 | -12.6% | Apr 4, 2024 |
| Truist Financial | William Stein | $176 | $166.63 | -50.4% | Apr 3, 2024 |
| Robert W. Baird | Ben Kallo | $280 | $166.63 | -21.1% | Apr 3, 2024 |
| Deutsche Bank | Emmanuel Rosner | $189 | $166.63 | -46.7% | Apr 3, 2024 |
| HSBC | Michael Tyndall | $138 | $166.63 | -61.1% | Apr 2, 2024 |
| Barclays | Dan Levy | $225 | $166.63 | -36.6% | Apr 2, 2024 |
| RBC Capital | Tom Narayan | $290 | $165.91 | -18.3% | Apr 2, 2024 |
| RBC Capital | Tom Narayan | $298 | $176.82 | -16.0% | Mar 28, 2024 |
| Deutsche Bank | Emmanuel Rosner | $200 | $179.83 | -43.6% | Mar 28, 2024 |
| Canaccord Genuity | George Gianarikas | $234 | $177.67 | -34.0% | Mar 27, 2024 |
| Bernstein | Toni Sacconaghi | $120 | $172.63 | -66.2% | Mar 26, 2024 |
| Mizuho Securities | Vijay Rakesh | $195 | $172.63 | -45.0% | Mar 25, 2024 |
| Goldman Sachs | Mark Delaney | $190 | $173.8 | -46.5% | Mar 18, 2024 |
| CFRA | Garrett Nelson | $275 | $163.57 | -22.5% | Mar 16, 2024 |
| UBS | Joseph Spak | $165 | $169.48 | -53.5% | Mar 13, 2024 |
| Wells Fargo | Colin Langan | $125 | $169.48 | -64.8% | Mar 13, 2024 |
| Morgan Stanley | Adam Jonas | $106.56 | $60.19 | -70.0% | Mar 5, 2024 |
| Daiwa | Jairam Nathan | $195 | $181.06 | -45.0% | Feb 6, 2024 |
| Piper Sandler | Alexander Potter | $225 | $181.72 | -36.6% | Feb 5, 2024 |
| Wedbush | Daniel Ives | $315 | $188.06 | -11.2% | Jan 31, 2024 |
| Truist Financial | William Stein | $193 | $181.93 | -45.6% | Jan 25, 2024 |
| Morgan Stanley | Adam Jonas | $114.89 | $69.21 | -67.6% | Jan 24, 2024 |
| RBC Capital | Tom Narayan | $301 | $237.93 | -15.2% | Dec 1, 2023 |
| Wedbush | Dan Ives | $310 | $243.53 | -12.6% | Nov 29, 2023 |
| Morgan Stanley | Adam Jonas | $380 | $219.27 | +7.1% | Nov 7, 2023 |
| Evercore ISI | Chris McNally | $180 | $219.5 | -49.3% | Oct 19, 2023 |
| Truist Financial | William Stein | $243 | $247.69 | -31.5% | Oct 3, 2023 |
| Wedbush | Daniel Ives | $350 | $249.94 | -1.4% | Sep 29, 2023 |
| Goldman Sachs | Mark Delaney | $275 | $267.11 | -22.5% | Sep 18, 2023 |
| Morgan Stanley | Adam Jonas | $400 | $248.5 | +12.7% | Sep 11, 2023 |
| Robert W. Baird | Ben Kallo | $300 | $272.64 | -15.4% | Jul 20, 2023 |
| Truist Financial | William Stein | $240 | $293.34 | -32.4% | Jul 19, 2023 |
| RBC Capital | Tom Narayan | $305 | $261.77 | -14.0% | Jun 30, 2023 |
| Goldman Sachs | Mark Delaney | $248 | $256.6 | -30.1% | Jun 26, 2023 |
| Barclays | Dan Levy | $260 | $262.27 | -26.7% | Jun 21, 2023 |
| Piper Sandler | Alex Potter | $280 | $243.93 | -21.1% | Jun 9, 2023 |
| Wedbush | Dan Ives | $300 | $234.86 | -15.4% | Jun 9, 2023 |
| Wedbush | Daniel Ives | $183 | $184.47 | -48.4% | May 26, 2023 |
| Morgan Stanley | Adam Jonas | $200 | $165.61 | -43.6% | Apr 20, 2023 |
| Barclays | Dan Levy | $230 | $187.04 | -35.2% | Apr 17, 2023 |
| Wolfe Research | Rod Lache | $185 | $174.48 | -47.9% | Mar 13, 2023 |
| Wedbush | Dan Ives | $225 | $189.82 | -36.6% | Mar 2, 2023 |
| RBC Capital | Tom Narayan | $223 | $189.88 | -37.1% | Mar 2, 2023 |
| Barclays | Dan Levy | $275 | $210.77 | -22.5% | Feb 15, 2023 |
| Morgan Stanley | Adam Jonas | $220 | $207.32 | -38.0% | Feb 10, 2023 |
| Morgan Stanley | Adam Jonas | $125 | $61.2 | -64.8% | Jan 16, 2023 |
| Deutsche Bank | Emmanuel Rosner | $125 | $60.21 | -64.8% | Jan 13, 2023 |
| Wells Fargo | Colin Langan | $130 | $123.56 | -63.4% | Jan 13, 2023 |
| Wedbush | Daniel Ives | $175 | $106.92 | -50.7% | Jan 3, 2023 |
| Goldman Sachs | Mark Delaney | $102.5 | $61.59 | -71.1% | Jan 2, 2023 |
| Canaccord Genuity | Canaccord Canaccord | $137.5 | $61.59 | -61.2% | Dec 31, 2022 |
| Robert W. Baird | Ben Kallo | $126 | $54.55 | -64.5% | Dec 28, 2022 |
| Deutsche Bank | Analyst unavailable | $135 | $69.36 | -62.0% | Dec 21, 2022 |
| Evercore ISI | Analyst unavailable | $100 | $71.06 | -71.8% | Dec 20, 2022 |
| Daiwa | Analyst unavailable | $177 | $145.83 | -50.1% | Dec 20, 2022 |
| Oppenheimer | Colin Rusch | $218 | $74.94 | -38.6% | Dec 19, 2022 |
| RBC Capital | Analyst unavailable | $225 | $156.8 | -36.6% | Dec 15, 2022 |
| Citigroup | Itay Michaeli | $176 | $156.8 | -50.4% | Dec 15, 2022 |
| Goldman Sachs | Mark Delaney | $235 | $160.95 | -33.8% | Dec 13, 2022 |
| Bernstein | Toni Sacconaghi | $150 | $182.92 | -57.7% | Nov 29, 2022 |
| Morgan Stanley | Adam Jonas | $330 | $190.95 | -7.0% | Nov 15, 2022 |
| Deutsche Bank | Emmanuel Rosner | $195 | $103.44 | -45.0% | Oct 21, 2022 |
| Morgan Stanley | Adam Jonas | $350 | $210.34 | -1.4% | Oct 20, 2022 |
| Cowen & Co. | Jeff Osborne | $205 | $207.28 | -42.2% | Oct 20, 2022 |
| J.P. Morgan | Ryan Brinkman | $150 | $207.28 | -57.7% | Oct 20, 2022 |
| RBC Capital | Joseph Spak | $325 | $207.28 | -8.4% | Oct 20, 2022 |
| UBS | Patrick Hummel | $350 | $207.28 | -1.4% | Oct 20, 2022 |
| Deutsche Bank | Emmanuel Rosner | $355 | $207.28 | +0.1% | Oct 20, 2022 |
| Deutsche Bank | Emmanuel Rosner | $355 | $207.28 | +0.1% | Oct 20, 2022 |
| Wells Fargo | Colin Langan | $230 | $222.04 | -35.2% | Oct 19, 2022 |
| Wedbush | Daniel Ives | $360 | $220.19 | +1.5% | Oct 18, 2022 |
| Wells Fargo | Colin Langan | $230 | $212.36 | -35.2% | Oct 14, 2022 |
| Truist Financial | Analyst unavailable | $348 | $246.68 | -1.9% | Oct 3, 2022 |
| Piper Sandler | Alexander Potter | $340 | $287.81 | -4.2% | Sep 29, 2022 |
| Deutsche Bank | Emmanuel Rosner Rosner | $400 | $275.33 | +12.7% | Sep 24, 2022 |
| Morgan Stanley | Adam Jonas | $383 | $308.73 | +7.9% | Sep 21, 2022 |
| Wolfe Research | Rod Lache | $360 | $270.21 | +1.5% | Sep 6, 2022 |
| Piper Sandler | Alexander Potter | $360 | $277.16 | +1.5% | Sep 1, 2022 |
| Jefferies | Analyst unavailable | $350 | $288.09 | -1.4% | Aug 26, 2022 |
| Oppenheimer | Colin Rusch | $431 | $307.4 | +21.5% | Aug 4, 2022 |
| Mizuho Securities | Vijay Rakesh | $391.67 | $306.12 | +10.4% | Aug 2, 2022 |
| Morgan Stanley | Adam Jonas | $383.33 | $272.24 | +8.0% | Jul 23, 2022 |
| Canaccord Genuity | Analyst unavailable | $271.67 | $272.5 | -23.4% | Jul 21, 2022 |
| Wells Fargo | Analyst unavailable | $276.67 | $247.5 | -22.0% | Jul 21, 2022 |
| Canaccord Genuity | George Gianarikas | $267 | $240.07 | -24.7% | Jul 18, 2022 |
| Barclays | Brian Johnson | $126.67 | $240.07 | -64.3% | Jul 17, 2022 |
| Truist Financial | William Stein | $333.33 | $240.07 | -6.1% | Jul 16, 2022 |
| CFRA | Garrett Nelson | $366.67 | $233.07 | +3.3% | Jul 12, 2022 |
| Mizuho Securities | Vijay Rakesh | $244.92 | $244.92 | -31.0% | Jun 27, 2022 |
| Morgan Stanley | Adam Jonas | $400 | $245.71 | +12.7% | Jun 26, 2022 |
| Mizuho Securities | Vijay Rakesh | $383.33 | $242.9 | +8.0% | Jun 24, 2022 |
| Credit Suisse | Dan Levy | $333.33 | $235.07 | -6.1% | Jun 24, 2022 |
| RBC Capital | Joseph Spak | $370 | $216.76 | +4.3% | Jun 20, 2022 |
| RBC Capital | Joseph Spak | $366.67 | $215.74 | +3.3% | Jun 13, 2022 |
| Barclays | Analyst unavailable | $123.33 | $239.71 | -65.2% | Jun 10, 2022 |
| Goldman Sachs | Mark Delaney | $333.33 | $234.52 | -6.1% | Jun 5, 2022 |
| Jefferies | Philippe Houchois | $350 | $253.21 | -1.4% | May 31, 2022 |
| Wedbush | Dan Inves | $333.33 | $242.66 | -6.1% | May 19, 2022 |
| Piper Sandler | Alexander Potter | $345 | $253.87 | -2.8% | May 18, 2022 |
| Wells Fargo | Colin Langan | $300 | $256.53 | -15.4% | May 15, 2022 |
| Berenberg Bank | Adrian Yanoshik | $300 | $262.37 | -15.4% | May 10, 2022 |
| Oppenheimer | Colin Rusch | $430.33 | $292.14 | +21.3% | Apr 26, 2022 |
| DNB Markets | Joseph Spak | $391.67 | $336.26 | +10.4% | Apr 21, 2022 |
| Credit Suisse | Dan Levy | $375 | $336.26 | +5.7% | Apr 21, 2022 |
| Deutsche Bank | Emmanuel Rosner | $416.67 | $336.26 | +17.4% | Apr 21, 2022 |
| Goldman Sachs | Mark Delaney | $400 | $336.26 | +12.7% | Apr 21, 2022 |
| Evercore ISI | Chris McNally | $300 | $336.26 | -15.4% | Apr 21, 2022 |
| Wells Fargo | Colin Langan | $320 | $336.26 | -9.8% | Apr 21, 2022 |
| CFRA | Garrett Nelson | $450 | $336.26 | +26.8% | Apr 21, 2022 |
| Wedbush | Daniel Ives | $466.67 | $342.72 | +31.5% | Apr 20, 2022 |
| RBC Capital | Joseph Spak | $391.67 | $325.73 | +10.4% | Apr 20, 2022 |
| Mizuho Securities | Vijay Rakesh | $433.33 | $325.73 | +22.1% | Apr 20, 2022 |
| Credit Suisse | Dan Levy | $375 | $334.76 | +5.7% | Apr 18, 2022 |
| Piper Sandler | Alexander Potter | $420 | $334.76 | +18.4% | Apr 18, 2022 |
| Deutsche Bank | Emmanuel Rosner | $400 | $381.82 | +12.7% | Apr 4, 2022 |
| UBS | Patrick Hummel | $366.67 | $381.82 | +3.3% | Apr 4, 2022 |
| Goldman Sachs | Mark Delaney | $400 | $381.82 | +12.7% | Apr 3, 2022 |
| Morgan Stanley | Adam Jonas | $433.33 | $364.66 | +22.1% | Mar 30, 2022 |
| Credit Suisse | Dan Levy | $341.67 | $366.52 | -3.7% | Mar 29, 2022 |
| Jefferies | Philippe Houchois | $416.67 | $307.05 | +17.4% | Mar 21, 2022 |
| Atlantic Equities | Trip Chowdhry | $249.5 | $134.72 | -29.7% | Feb 26, 2022 |
| Daiwa | Jairam Nathan | $300 | $269.96 | -15.4% | Feb 25, 2022 |
| Piper Sandler | Alexander Potter | $450 | $285.66 | +26.8% | Feb 19, 2022 |
| Mizuho Securities | Vijay Rakesh | $433.33 | $291.92 | +22.1% | Feb 13, 2022 |
| Canaccord Genuity | Jed Dorsheimer | $400 | $282.12 | +12.7% | Jan 29, 2022 |
| Oppenheimer | Colin Rusch | $367.67 | $276.37 | +3.6% | Jan 27, 2022 |
| New Street | Pierre Ferragu | $526.67 | $276.37 | +48.4% | Jan 27, 2022 |
| Wells Fargo | Colin Langan | $303.33 | $276.37 | -14.5% | Jan 27, 2022 |
| Robert W. Baird | Ben Kallo | $369.33 | $276.37 | +4.1% | Jan 27, 2022 |
| CFRA | Garrett Nelson | $433.33 | $312.47 | +22.1% | Jan 26, 2022 |
| Jefferies | Philippe Houchois | $466.67 | $314.63 | +31.5% | Jan 22, 2022 |
| Piper Sandler | Alexander Potter | $433.33 | $331.88 | +22.1% | Jan 19, 2022 |
| Evercore ISI | Chris McNally | $300 | $383.2 | -15.4% | Jan 4, 2022 |
| Argus Research | Bill Selesky | $437.67 | $362.82 | +23.4% | Dec 28, 2021 |
| BNP Paribas | Stuart Pearson | $260 | $363 | -26.7% | Nov 17, 2021 |
| Tudor Pickering | Matthew Portillo | $179 | $251.21 | -49.6% | Sep 23, 2021 |
Track every rating change on TSLA the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationTesla, Inc. operates globally, specializing in the creation, production, and distribution of electric vehicles, alongside comprehensive energy generation and storage solutions. Its market reach extends across the United States, China, and various other international regions. The company's operations are primarily divided into two main segments: its Automotive business and its Energy Generation and Storage division. Within its Automotive division, Tesla not only provides a range of electric cars but also generates revenue from selling automotive regulatory credits. This segment further encompasses a variety of post-sale services, including non-warranty vehicle support, sales of pre-owned vehicles, various retail products, and car insurance offerings. Customers can acquire Tesla's sedans and sport utility vehicles through direct sales, purchases of used vehicles, or via in-app upgrades often facilitated by the extensive Tesla Supercharger network.…
Historical context
All TSLA earningsConsumer Cyclical peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CCL Carnival Corporation & plc | FY2026 Q3 · Calendar Q3 2026 | +5.9% | +13.4% | Carnival posts record Q3 as demand and efficiency offset fuel costs |
| DRI Darden Restaurants, Inc. | FY2027 Q1 · Calendar Q3 2026 | 0.0% | -3.0% | Darden reaffirms FY2027 outlook as brands deliver mixed comp growth |
| AZO AutoZone, Inc. | FY2026 Q4 · Calendar Q3 2026 | +3.6% | +3.3% | AutoZone pairs commercial momentum with an aggressive FY2027 expansion plan |
| LEN-B Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | — | Lennar: Efficiency Gains Offset Housing-Market Pressures |
| LEN Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | -4.1% | Lennar Holds Volume Guidance as Margins Improve Despite Housing Headwinds |
| TCOM Trip.com Group Limited | FY2026 Q2 · Calendar Q3 2026 | +22.3% | +3.0% | Trip.com pairs international growth with heavier AI investment |
Latest beats and misses
Who reports nextBeat on EPS
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
- MUFY2026 Q4 · September 30, 2026+5.4% EPS+0.0% move
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
Get the TSLA recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-01T09:06:13.341786+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-01T09:06:13.338917+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-01. For educational purposes only; not investment advice.