This article first appeared on GuruFocus.
Oct 22 – Tesla (NASDAQ:TSLA) shares slid more than about 2% on Wednesday as broader tech weakness hit sentiment and investors braced for the company’s third-quarter earnings due after the closing bell.
The company is set to report results for Q3 2025 on Oct. 22, with analysts expecting earnings per share of roughly $0.54 (down from $0.72 a year ago) and revenue of about $26.2 billion, representing modest growth
Despite record vehicle deliveries, about 497,099 units reported in early October, the stock’s reaction underscores investor caution. That surge in deliveries was largely driven by a rush ahead of the U.S. $7,500 EV tax credit expiry, raising concerns that demand may soften in upcoming quarters.
Other headwinds include margin pressure from shrinking regulatory credits, high valuation expectations, and a heavy reliance on future technologies like robotaxis and AI-enabled vehicles. Analysts are watching closely for management’s commentary on demand, margins and product roll-outs.
