• Tesla (TSLA) reports quarterly earnings this week amid tech earnings season. Traders watch revenue, vehicle deliveries, margins, and guidance, plus any commentary on AI-related demand and capex.
  • Tesla posted record quarterly auto sales and guides ~1.7M vehicle deliveries for the year (+3.9% y/y). Automotive gross margin ex-credits is forecast near 18.1%.
  • Regulators logged 15–17 incidents in Tesla’s robotaxi operations from mid‑2025 to early‑2026, including low‑speed collisions with fixed objects and rear‑end strikes affecting TSLA’s autonomous fleet.
  • Implied post-earnings move for Tesla (TSLA) ~6.4%, implying a $359–$407 range. Unusual options volume at the $400 call and heavy protective buying near the $380 put.
  • Tesla (TSLA): Energy storage sales rebounded this quarter; gross margins expected solid. Market valuation increasingly linked to robo-taxi and robotics progress over vehicle profits.
  • Tesla says humanoid robot Optimus may be unveiled mid‑year; mass production and third‑party shipments timing unspecified. Some analysts expect initial commercial deliveries as early as 2027.
  • Tesla (TSLA) lags peers ahead of Q2 results. Traders watch Robotaxi progress, Optimus updates and retail interest as catalysts ahead of earnings.
  • Analysts remain bullish on TSLA: Cantor Fitzgerald kept overweight; Morgan Stanley raised its price target, citing Robotaxi and Optimus as long‑term growth catalysts.