
颜驰.Bit|Oct 21, 2025 12:57
Tesla's Q3 earnings report will be released after the market closes tomorrow.
Analysts expect revenue to hit $26.575 billion, a year-over-year growth of 5.53%. The stock price has surged over 40% this quarter, almost reaching last December's high. Will it break new records tomorrow and deliver a big green candle?
I'm still learning about U.S. stocks research, so I asked some friends for advice. Here are a few key metrics to watch: delivery numbers, gross margin, and progress in autonomous driving.
Q3 deliveries were just over 460,000 vehicles, showing quarter-over-quarter growth but a slight year-over-year decline. The key is whether Cybertruck and Model 3/Y can sustain profit margins.
Gross margin is a hard metric. If it stays above 18%, that's decent. Below that, the market might feel a bit disappointed. Also, FSD subscription data is crucial since it's the core driver for future growth.
The logic is simple: Tesla isn't just a car company; it's an energy + AI company. Energy storage business growth is strong, and if FSD truly materializes, the potential is huge. Short-term fluctuations don't change the long-term narrative.
Once the earnings report is out tomorrow, let's see if Musk can surprise the market this time.
MSX users can directly buy TSLA.M: https://(msx.com)/?code=snSd88
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