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Tesla Q4 earnings updates: Wall Street analysts are jittery over sales slump, AI roadmap

January 28, 2026
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Tesla Q4 earnings updates: Wall Street analysts are jittery over sales slump, AI roadmap
A 202 model is displayed in the Tesla Center showroom
Tesla reports its Q4 2025 earnings after the closing bell on Wednesday. Costfoto/NurPhoto via Getty Images

Tesla earnings are looming, and Wall Street’s outlook is mixed as vehicle sales remain in a rut and the company’s AI plans continue to take shape.

Analysts said ahead of the Wednesday report that they see challenges ahead for Elon Musk’s carmaker, including uncertain EV demand and unclear timelines for some of its major AI projects.

While some firms are bullish on the robotaxi rollout expanding this year, others say the stock has largely priced in the bull case for AI and robotics, leaving little room for disappointment on either front.

Tesla will publish its results after the 4 p.m. closing bell, with its call with analysts set to begin around 5:30 p.m. ET.

Wall Street expects Tesla to report Q4 revenue of $25.11 billion

Fourth Quarter

  • Adjusted EPS estimate 45c (Bloomberg Consensus)
  • EPS estimate 34c
  • Revenue estimate $25.11 billion
  • Gross margin estimate 17.1%
  • Operating income estimate $1.32 billion
  • Free cash flow estimate $1.59 billion
  • Capital expenditure estimate $2.83 billion

Source: Bloomberg data

Read the original article on Business Insider

The post Tesla Q4 earnings updates: Wall Street analysts are jittery over sales slump, AI roadmap appeared first on Business Insider.

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