TSLA Ticker Curator

Mixed signals ahead of April 22 earnings:

• Deliveries tanked 6.3% YoY to 358k units, spotlighting margins
• Revenue resilient: Consensus $22.3B (+15%...

Tesla paid $0 in U.S. federal income tax for 2025 despite profitability and growth.

• Among 88 profitable firms using deductions, credits, loss...

Energy as growth driver: Deployments rising fast, outpacing auto and boosting operating income amid softening vehicle demand and price cuts.

• Auto...

Q1 2026 Earnings Preview

• 🔥 Delivery and Production Data: Q1 deliveries were 358,023 units, 7,600 below expectations of 365,600, with production...

Ahead of April 22 earnings, focus beyond EPS beat ($0.33-$0.40 consensus):

• 50k inventory overhang: Prod 408k vs deliveries 358k (mostly Model 3/Y...

In a steady market, Tesla is expected to price a mainstream 2026 Model Y in the high-$30,000s to low-$40,000s before incentives.

• Auto headwinds: Margins steadily declining amid EV price cuts; faces margin pressure and cash burn pre-Q1 earnings
• Energy upside: Division...

Can FSD unsupervised timelines address Tesla's 14% YoY margin drop?

• Q1 earnings pressure: Investors demand answers; Musk likely to say unsupervised...

Key debate points on Tesla's lofty premium:

• Stock at $400.62, 4% below $415.81 target, as Terafab chips add layer
• 70% valuation tied to unproven...

Investor fury on FSD delays: Ross Gerber reiterates calls for Tesla to refund customers who paid for Full Self-Driving that 'never worked as...

Critical FSD flaw exposed in Plano, TX: vehicle accelerated through active arms as train passed.

• High-risk illusion: System shows undeserved...

Tesla shares have plunged 55% from mid-December record highs, now below investor Lutnick's 'never this cheap' valuation threshold after post-election surge correction—sparking fresh TSLA valuation debates.

Is Energy Storage a sustainable support or just masking auto woes?

• Auto profitability suffered a catastrophic plunge from contraction
• Positions...

Tesla navigates pre-earnings tension with Energy strength shining amid EV weakness:

• FCF headwinds: Negative FCF expected for first time in 2 years;...

Major irony in Tesla's taxes:

• Zero federal tax bill for 2025, amid $264B U.S. revenues over 20 years
• Unreported profit shifting: $18B profits via...

Energy storage poised to outshine challenged auto business in Q1 results:

• 25% growth vs. 12% auto revenue rise; twice as profitable as cars.
• 2026...

Q1 Earnings Highlights

• 🔥 Revenue Beat: Tesla reported Q1 revenue of $10.39 billion, above the $10.29 billion analyst forecast.
• 🔥 Adjusted...

Key FSD milestone: Tesla rolls out fully unsupervised Robotaxi rides in Dallas and Houston from day one—unlike supervised Austin launch.

• Now...

Tesla and Boeing kick off a packed week with 100+ earnings reports, putting TSLA in the spotlight as investors eye key updates.

While robotaxi potential boosts Tesla's valuation, years-long Model Y owners deliver their honest verdict on engineering, reliability, and ownership costs.