[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Gary Black [@garyblack00](/creator/twitter/garyblack00) on x 522.1K followers Created: 2025-07-23 00:53:17 UTC $TSLA Earnings Are Going To Be Wild. Here’s Why. Barron's -- Al Root It feels as if every quarterly earnings report is a big deal for Tesla. And, yes, the coming second-quarter report, due Wednesday, is important for the electric-vehicle maker. A lot has happened. Investors want to know about artificial intelligence, car sales, CEO Elon Musk's time, his political ambitions, and how changing U.S. policy might impact the auto maker. Tesla shares closed last week just under $XXX a share and traded as high as $XXX on Monday, but closed down XXX% at $XXXXXX. Shares bounced back Tuesday, rising XXX% and closing at $332.11, while the S&P XXX and Dow Jones Industrial Average rose XXX% and 0.4%, respectively. For the quarter, Wall Street expects earnings per share of about XX cents on sales of $XXXX billion, according to a FactSet poll of analysts' estimates. A year ago, Tesla reported earnings per share of XX cents on sales of $XXXX billion. Sales and earnings are set to sink along with vehicle sales. Tesla sold about XXXXXXX cars in the second quarter of 2025, down XXXX% year over year. Baird analyst Ben Kallo is taking a "cautious stance ahead of [a] busy EPS report." He sees risk to full-year earnings estimates arising from Tesla's delay to its lower-priced vehicle, which was supposed to be unveiled in the first half of 2025, and the loss of the federal EV purchase tax credit that President Donald Trump eliminated in his tax bill. Both things could further reduce sales volumes. Kallo rates shares Hold and has a $XXX price target for them. RBC analyst Tom Narayan rates the shares Buy and has a $XXX target. Narayan still believes that a lower-priced car is coming and can help boost sales later in the year. Investors will have to see what Tesla management says about new models. Both analysts expect an update from Tesla about AI-trained robo-taxis and robots. Tesla launched a robo-taxi service in Austin, Texas, in June. The company plans to start selling significant volumes of humanoid robots in 2026. There is more to the policy discussion than just the federal EV purchase tax credit elimination. Congress revoked a California waiver that gave it the right to regulate its air emissions. California law was the basis for much of Tesla's zero-emission vehicle credit sales. Tesla sold $XXX million worth of ZEV credits in the first quarter. Wells Fargo analyst Colin Langan expects ZEV credit sales to decline materially in the second quarter and continue to decline in the third quarter. He rates Tesla shares a Sell and has a $XXX price target for the stock. There are also tariffs. "Musk has...previously hinted that the company expects a greater impact of tariffs on its energy business than its automotive business," wrote Cantor Fitzgerald analyst Andres Sheppard. He expects Tesla to temper growth expectations for energy storage in the quarterly report. Sheppard rates the shares Buy and has a $XXX price target for the stock. After all the auto fundamentals, there is Elon Musk. He left Washington in May and then began publicly feuding with President Donald Trump, even threatening to start a new political party. Over the weekend, he said he was sleeping at his company's office again. Investors want to hear from Musk and judge his mind-set. Most investors know Musk is key to Tesla's future and key to its valuation multiple. Tesla trades for roughly XXX times estimated 2025 earnings, according to FactSet. It's been a hectic quarter for Tesla. That makes for a potentially wild earnings call. Investors, as is often the case with Tesla, don't know exactly what to expect. Options markets imply Tesla will move about 7%, up or down, following earnings. Shares have moved about XX% following the prior four earnings reports, rising three times and falling once over that span. Coming into Monday trading, Tesla stock was down about XX% so far this year, but up about XX% over the past XX months. allen.root@dowjones.com XXXXXX engagements  **Related Topics** [elon musk](/topic/elon-musk) [artificial](/topic/artificial) [happened](/topic/happened) [quarterly earnings](/topic/quarterly-earnings) [$tsla](/topic/$tsla) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/garyblack00/status/1947822292077006988)
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Gary Black @garyblack00 on x 522.1K followers
Created: 2025-07-23 00:53:17 UTC
$TSLA Earnings Are Going To Be Wild. Here’s Why. Barron's -- Al Root
It feels as if every quarterly earnings report is a big deal for Tesla. And, yes, the coming second-quarter report, due Wednesday, is important for the electric-vehicle maker. A lot has happened. Investors want to know about artificial intelligence, car sales, CEO Elon Musk's time, his political ambitions, and how changing U.S. policy might impact the auto maker.
Tesla shares closed last week just under $XXX a share and traded as high as $XXX on Monday, but closed down XXX% at $XXXXXX. Shares bounced back Tuesday, rising XXX% and closing at $332.11, while the S&P XXX and Dow Jones Industrial Average rose XXX% and 0.4%, respectively.
For the quarter, Wall Street expects earnings per share of about XX cents on sales of $XXXX billion, according to a FactSet poll of analysts' estimates. A year ago, Tesla reported earnings per share of XX cents on sales of $XXXX billion. Sales and earnings are set to sink along with vehicle sales. Tesla sold about XXXXXXX cars in the second quarter of 2025, down XXXX% year over year.
Baird analyst Ben Kallo is taking a "cautious stance ahead of [a] busy EPS report." He sees risk to full-year earnings estimates arising from Tesla's delay to its lower-priced vehicle, which was supposed to be unveiled in the first half of 2025, and the loss of the federal EV purchase tax credit that President Donald Trump eliminated in his tax bill. Both things could further reduce sales volumes. Kallo rates shares Hold and has a $XXX price target for them.
RBC analyst Tom Narayan rates the shares Buy and has a $XXX target. Narayan still believes that a lower-priced car is coming and can help boost sales later in the year. Investors will have to see what Tesla management says about new models.
Both analysts expect an update from Tesla about AI-trained robo-taxis and robots. Tesla launched a robo-taxi service in Austin, Texas, in June. The company plans to start selling significant volumes of humanoid robots in 2026.
There is more to the policy discussion than just the federal EV purchase tax credit elimination. Congress revoked a California waiver that gave it the right to regulate its air emissions. California law was the basis for much of Tesla's zero-emission vehicle credit sales. Tesla sold $XXX million worth of ZEV credits in the first quarter. Wells Fargo analyst Colin Langan expects ZEV credit sales to decline materially in the second quarter and continue to decline in the third quarter. He rates Tesla shares a Sell and has a $XXX price target for the stock.
There are also tariffs. "Musk has...previously hinted that the company expects a greater impact of tariffs on its energy business than its automotive business," wrote Cantor Fitzgerald analyst Andres Sheppard. He expects Tesla to temper growth expectations for energy storage in the quarterly report. Sheppard rates the shares Buy and has a $XXX price target for the stock.
After all the auto fundamentals, there is Elon Musk. He left Washington in May and then began publicly feuding with President Donald Trump, even threatening to start a new political party. Over the weekend, he said he was sleeping at his company's office again.
Investors want to hear from Musk and judge his mind-set. Most investors know Musk is key to Tesla's future and key to its valuation multiple. Tesla trades for roughly XXX times estimated 2025 earnings, according to FactSet.
It's been a hectic quarter for Tesla. That makes for a potentially wild earnings call. Investors, as is often the case with Tesla, don't know exactly what to expect. Options markets imply Tesla will move about 7%, up or down, following earnings. Shares have moved about XX% following the prior four earnings reports, rising three times and falling once over that span. Coming into Monday trading, Tesla stock was down about XX% so far this year, but up about XX% over the past XX months. allen.root@dowjones.com
XXXXXX engagements
Related Topics elon musk artificial happened quarterly earnings $tsla tesla stocks consumer cyclical stocks bitcoin treasuries