Tesla earnings updates: Investors head into Q3 results with the stock up 10% in 2025
Original story by: Business Insider
Last updated: Oct 22, 2025
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- Context: Tesla is facing a pivotal earnings report with significant investor interest. The focus is primarily on updates regarding the company's robotaxi plans and artificial intelligence initiatives, which are key drivers of its valuation. The stock has experienced considerable volatility but is currently showing a modest year-to-date gain.
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- Detailed Summary:
- Financial Performance: Wall Street analysts anticipate Tesla to report revenue of $26.3 billion and an Earnings Per Share (EPS) of $0.42. For the third quarter, adjusted EPS is estimated at $0.54, with an expected gross margin of 17.2%, operating income of $1.65 billion, and free cash flow of $1.25 billion. The company's capital expenditure is estimated at $2.84 billion for the quarter, with an annual estimate of $10 billion.
- Vehicle Sales and Deliveries: Tesla has surpassed delivery estimates, but concerns exist about potential sales decline in coming quarters due to the removal of federal EV tax credits. Production is estimated at 1.72 million units, and deliveries at 1.63 million for the year.
- Key Strategic Initiatives: Investor attention is intensely focused on updates about Tesla's robotaxi rollout, considered a primary justification for the company's premium market valuation. Artificial intelligence plans are also a significant point of interest.
- Stock Performance: Despite a volatile performance, Tesla's stock is up approximately 10% year-to-date in 2025, and has risen 95% in the last six months, highlighting investor anticipation for continued gains.
- Product Display: The text mentions the display of the Tesla humanoid robot Optimus Gen-2 and new electric vehicles in a Tesla store in Shanghai, China.
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