Tesla Shifts Focus to FSD and Robotaxis Ahead of Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Should l Buy TSLA?
Source: Benzinga
- Earnings Expectations: Analysts forecast Tesla's Q4 revenue at $24.9 billion, down from $25.71 billion year-over-year, indicating challenges in the electric vehicle market and fluctuating demand.
- Profitability Analysis: Expected earnings per share of $0.40, significantly lower than last year's $0.73, reflects pressure on Tesla's profitability, which may impact investor confidence.
- Robotaxi Strategy: Wedbush analyst Dan Ives highlights Tesla's focus on robotaxi progress, with Cybercab production expected to ramp up in April/May, a strategy that could reshape the company's growth outlook.
- Shareholder Questions: Key shareholder inquiries for the earnings call include whether long-term investors will receive priority access to the SpaceX IPO, a question that could influence Tesla's stock price volatility.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 399.830
Low
25.28
Averages
401.93
High
600.00
Current: 399.830
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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