<div id="readability-page-1"><div>EV journalist and independent Tesla Inc. TSLA analyst Troy Teslike has released his first-quarter estimates ahead of the automaker's earnings announcement on Tuesday.What Happened: On Monday, Troy Teslike unveiled his first-quarter projections for Tesla, offering a broadly mixed outlook on the company’s performance, relative to Wall Street expectations.Teslike, who reports a self-verified error rate of just 1.4% on Tesla’s production and 3.0% on deliveries, expects the EV maker to post $19.21 billion in first-quarter revenue, a 10% year-over-year drop, 25% decline from the previous quarter, and below the $20 billion consensus estimate.See More: Gary Black Says Wall Street Consensus Outdated On Tesla Q1: Stock Price Will Depend On Affordable Car Commentary, Elon Musk’s DOGE MovesThe sharpest decline is projected in Tesla's core automotive sales and leasing segment, with revenue estimated at $13.40 billion, down 30% from the fourth quarter of 2024 and 21% year-over-year. Regulatory credit revenue is forecast at $564 million, marking an 18% sequential decline but a 27% increase from last year. Service revenue, by contrast, is down just 2% year-over-year.Tesla's energy generation and storage division is expected to be a bright spot, with projected sales of $3.02 billion, up 84% year-over-year. However, even this falls short of consensus estimates, according to Teslike’s forecasts. <figure><div><blockquote><div lang="en" dir="ltr">Hi everyone. Here's my detailed calculation for Tesla's Q1 2025 earnings:Non-GAAP EPS: • Analyst Consensus: $0.38 • My Estimate: $0.38The last two columns show my estimate and the analyst consensus. We both arrived at the same EPS estimate, though some of the numbers,… pic.twitter.com/vlWKsJG7aV</div>— Troy Teslike (@TroyTeslike) April 21, 2025</blockquote></div></figure>Teslike's projections, however, outpace Wall Street on margins, with gross profit estimated at $3.45 billion versus the Street's $3.18 billion. He also expects gross margins at 17.9%, ahead of the 15.9% consensus, while attributing this to the absence of “0% Financing” offers for the Model Y in the U.S. in Q1.There are a few other variations in his forecast, but Teslike ultimately lands on an earnings per share estimate of $0.38. matching analyst expectations, but marking a sharp 48% drop from the previous quarter, and a 16% decline year-over-year.Why It Matters: The prolific Tesla analyst has been bearish on the company’s near-term prospects since January, predicting that deliveries in 2025 will be flat, countering even Elon Musk’s claims of a 20% to 30% growth. In February, Teslike doubled down on his outlook, warning that the situation had deteriorated further. He said it was unlikely Tesla would reach 500,000 deliveries in any quarter of 2025, and even 450,000 could be a stretch, citing weakening brand sentiment as a key factor.Tesla has been grappling with political backlash tied to Musk's affiliation with President Donald Trump. With protests dubbed “Tesla Takedown” gaining steam in recent months, there was a surge in Tesla models being dumped in used car markets, often at significantly lower prices.There are, however, analysts who remain bullish on the stock, despite the headwinds facing the company and the larger auto market. Morgan Stanley (NYSE:MS) analyst Adam Jonas said last month that the current pullback is an opportunity to buy “the embodied AI compounder,” while maintaining a Price Target of $430, or a 90% upside from current levels.Jonas cites the company’s plays, such as robotics and AI, as having far more appeal than its legacy EV business or its autonomous cars. “It is increasingly clear to us that the commercial opportunity of non-auto expressions of embodied AI is likely far larger and faster-adopting than that of autonomous cars,” he wrote, reported by Yahoo Finance.<figure><img width="1024" height="146" src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22003140/Screenshot-2025-04-22-at-10.01.00-AM-1024x146.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22003140/Screenshot-2025-04-22-at-10.01.00-AM-1024x146.png"/></figure>Ahead of its earnings, Tesla scores remarkably well on Momentum, Growth, and Quality in Benzinga’s Edge Stock Rankings. Want more insights on the company, its peers, and competitors? Sign up to Benzinga Edge now!Photo Courtesy: Around the World Photos On Shutterstock.comRead More: Tesla, Amazon, Meta, Broadcom, And Nvidia: Why These 5 Stocks Are On Investors’ Radars Today</div></div>

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. 

According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

NVIDIA Financial Results for Q4 Fiscal 2025

TSLA

Troy Teslike, an independent analyst, has released mixed first-quarter estimates for Tesla Inc. (NASDAQ: TSLA) ahead of its earnings announcement. He projects $19.21 billion in revenue, a 10% year-over-year drop, and below the $20 billion consensus. Automotive sales are expected to decline significantly, while energy generation sales may rise. Teslike's earnings per share estimate matches analyst expectations at $0.38, but marks a 48% drop from the previous quarter. Despite bearish sentiments, some analysts remain bullish on Tesla's long-term prospects, citing opportunities in AI and robotics.

- Troy Teslike has released his first-quarter estimates for Tesla, projecting $19.21 billion in revenue, a 10% year-over-year drop, and below Wall Street's $20 billion consensus.  
- He anticipates a significant decline in automotive sales, with revenue expected at $13.40 billion, while the energy division is projected to grow by 84% year-over-year.  
- Despite a bearish outlook on Tesla's near-term prospects, some analysts remain optimistic, citing opportunities in robotics and AI as potential growth areas.

Tesla Q1 Estimates By Troy Teslike Match Wall Street Figures But Independent Analyst Paints A Mixed Picture