Analysts polled (Tesla-compiled consensus) expect Q4 2025 total revenue around ~$24.49 billion.
• EPS expectations are roughly ~$0.44 (non-GAAP) and about $0.30 GAAP for the quarter. 
That EPS forecast would be noticeably lower year-over-year, reflecting margin pressure and softer deliveries.
Analyst forecasts see Q4 deliveries near ~420,000 vehicles, down from prior quarters and reflecting weaker demand. 
• Recent delivery figures already showed declines compared with Street forecasts, underscoring a challenging EV market backdrop.
I expect tsla stock to drop after earnings as fundamentals are getting weaker, but any positive update on FSD or space X ipo news could send the stock soaring!
Are you bullish or bearish on tsla earnings?
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- OutsiderLEO·01-26 17:52Bearish on Tesla earnings—fundamentals weak, but FSD news might save it. [看跌]LikeReport