A Tesla (NASDAQ: TSLA) analyst is doubling down on the concept that one widespread earnings narrative is shedding significance as the corporate continues to work towards new applied sciences and initiatives.
This week, Tesla will report earnings for the third quarter, and one factor individuals at all times take note of is deliveries. Though Tesla reveals its deliveries for the quarter effectively earlier than it stories earnings, many buyers will search for commentary concerning the corporate’s technique for responding to the lack of the $7,500 tax credit score.
Tesla has made just a few strikes already, together with a lease deal that takes a considerable amount of cash off, launching new Normal fashionsand chopping as much as 23 p.c off of lease pricing.
Tesla makes loopy transfer to spur short-term demand within the U.S.
Nonetheless, analysts are wanting on the firm in a distinct mild.
Aligning with the narrative that Tesla is not only a automobile firm and has many alternative initiatives, Gene Munster of Deepwater Asset Administration believes many buyers want to have a look at one other a part of the enterprise.
Munster stated the supply figures for Q3, which landed at 497,099the best in firm historical past, had been padded by clients speeding to showrooms to benefit from the expiring tax credit score.
He believes that deliveries might be extra lifelike in subsequent quarters, however buyers mustn’t fear as a result of the deal with Tesla will not be going to be on what number of automobiles it fingers over to clients:
“Numbers are taking place subsequent yr, however that’s okay as a result of it’s all about autonomy.”
Right here’s the $TSLA preview. Numbers are taking place subsequent yr, however that’s okay as a result of it’s all about autonomy. pic.twitter.com/mUb9scFtCA
— Gene Munster (@munster_gene) October 17, 2025
Tesla has been working nonstop to roll out a devoted Robotaxi platform in varied cities throughout america, and has already launched in two states: Texas and California.
It has additionally obtained regulatory approvals to check driverless Robotaxis in Arizona and Nevada, whereas searching for permissions in Florida and different states, in line with the corporate’s on-line job postings.
Munster continued:
“Most individuals are hyper-focused on the Robotaxi alternative and never centered as a lot on FSD.”
Whereas Robotaxi is extremely vital, Tesla’s Full Self-Driving (Supervised) suite can be extraordinarily essential shifting ahead, because it units the stage for the corporate to roll out a formidable self-driving service.
Tesla rolled out its latest FSD software program to extra homeowners final night time, and because it expands, the corporate is gaining invaluable knowledge to refine its efficiency.
Earnings might be reported tomorrow at market shut.
XINDELL Windshield Cleaner Tool – Upgrade Large Head Car Interior&Exterior Window Cleaning Kit with Extendable Handle & 4 Microfiber Pads, Auto Wiper Brush for Car, Trucks, SUVs, RVs & Home Windows
$15.99 (as of October 21, 2025 00:54 GMT -07:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)
Rain-X 600001 Windshield Repair Kit - Quick and Easy Durable Resin Based Windshield Repair Kit for Chips and Cracks, Good for Round Damage Below 1" in Diameter and Cracks Smaller Than 12" in Length
$11.49 (as of October 21, 2025 00:54 GMT -07:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)
Amazon Basics Microfiber Cleaning Cloths, Ultra Absorbent, Lint Free, Streak Free, Non-Abrasive, Reusable and Washable, 16" x 12", Blue/White/Yellow, Pack of 24
$9.59 (as of October 21, 2025 00:54 GMT -07:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)
NOCO GENIUS1: 1A 6V/12V Smart Battery Charger – Automatic Maintainer, Trickle Charger & Desulfator with Overcharge Protection & Temperature Compensation – For Lead-Acid & Lithium Batteries
$29.95 (as of October 21, 2025 00:54 GMT -07:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)
CKAuto Tire Valve Stem Caps, Black, 4 pcs/Pack, Anodized Aluminum Tire Valve Cap Set, Corrosion Resistant, Universal Stem Covers for Cars Trucks Motorcycles SUVs and Bikes
$5.99 (as of October 21, 2025 00:54 GMT -07:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)
Drift Car Air Freshener - The Original Wood Air Freshener - Car Odor Eliminator - Long Lasting Scent - Auto Accessories - Metal Clip - Essential Oils - Clean Ingredients - Teak Scent Starter Kit
$12.95 (as of October 21, 2025 00:54 GMT -07:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)
GOOACC - GRC-33 240PCS Bumper Retainer Clips Car Plastic Rivets Fasteners Push Retainer Kit Most Popular Sizes Auto Push Pin Rivets Set -Door Trim Panel Fender Clips for GM Ford Toyota Honda Chrysler
$10.92 (as of October 21, 2025 00:54 GMT -07:00 - More infoProduct prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on [relevant Amazon Site(s), as applicable] at the time of purchase will apply to the purchase of this product.)
