A Tesla (NASDAQ: TSLA) analyst is doubling down on the concept 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 studies 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 a number of strikes already, together with a lease deal that takes a considerable amount of cash off, launching new Commonplace fashionsand reducing as much as 23 % off of lease pricing.
Tesla makes loopy transfer to spur short-term demand within the U.S.
Nonetheless, analysts are trying on the firm in a special mild.
Aligning with the narrative that Tesla is not only a automotive firm and has many various 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 shall be extra lifelike in subsequent quarters, however buyers shouldn’t fear as a result of the deal with Tesla isn’t going to be on what number of automobiles it palms over to clients:
“Numbers are taking place subsequent 12 months, however that’s okay as a result of it’s all about autonomy.”
Right here’s the $TSLA preview. Numbers are taking place subsequent 12 months, 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 the US, 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 looking for permissions in Florida and different states, based on 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 essential, Tesla’s Full Self-Driving (Supervised) suite can also 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 evening, and because it expands, the corporate is gaining precious information to refine its efficiency.
Earnings shall be reported tomorrow at market shut.
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