Overview
- Tesla reports after the close Wednesday, with consensus at $0.56 EPS on about $26.7–$27.3 billion in revenue.
- The company disclosed 497,099 Q3 deliveries versus roughly 443,000 expected, a beat some analysts say could support revenue upside.
- Management commentary is expected on robotaxi expansion beyond Austin, Full Self-Driving in China and Europe, the Cybercab planned for next year, and progress on the Optimus robot.
- Wall Street views remain split, with recent targets ranging from $355 (Cantor) to $600 (Wedbush) even as some firms trim 2025–2026 delivery and revenue forecasts.
- Near-term watch items include pressure from the lost $7,500 U.S. EV credit, tariffs and Chinese competition, plus a Nov. 6 shareholder vote on Elon Musk’s pay following his purchase of roughly 2.5 million shares.