--- title: "Earnings Preview | Tesla's Major Rebound Before Earnings! Can Robotaxi, FSD, and Cybercab Support the Subsequent Uptrend?" type: "News" locale: "en" url: "https://longbridge.com/en/news/283299865.md" description: "Tesla will disclose its latest quarterly earnings report after the market closes on Wednesday, with investors focusing on the progress of Robotaxi, FSD, and Cybercab. Before the earnings report, Tesla's stock price rebounded nearly 15%, ending an eight-week decline, mainly influenced by the easing situation in the Middle East and the strength of tech stocks. Analysts expect first-quarter revenue to be approximately $22.08 billion, a year-on-year decline of 9%. Deliveries are expected to be 358,023 vehicles, below expectations. The expansion progress of Robotaxi will be the core focus of the earnings call" datetime: "2026-04-20T05:57:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283299865.md) - [en](https://longbridge.com/en/news/283299865.md) - [zh-HK](https://longbridge.com/zh-HK/news/283299865.md) --- # Earnings Preview | Tesla's Major Rebound Before Earnings! Can Robotaxi, FSD, and Cybercab Support the Subsequent Uptrend? According to Zhitong Finance APP, Tesla (TSLA.US) will disclose its latest quarterly financial report after the market closes on Wednesday Eastern Time (Thursday morning Beijing Time). Against the backdrop of lower-than-expected vehicle deliveries and continued pressure on profits, investors are particularly focused on the rollout progress of the autonomous taxi Robotaxi, the technological iteration of the Full Self-Driving (FSD) system, and the mass production status of the Cybercab model. This key information may directly impact the future direction of Tesla's stock price. It is noteworthy that ahead of the financial report disclosure, Tesla's stock price has already begun to warm up, rebounding nearly 15% last week, ending an eight-week streak of continuous decline. The main reasons include: the easing of the situation in the Middle East boosting market sentiment, and the overall strength of the U.S. tech sector; at the same time, Tesla has released positive signals in the field of self-developed AI chips. **First Quarter Performance Outlook** As multiple favorable factors drive a significant rebound in stock prices, Tesla will officially release its first-quarter financial report after the U.S. market closes on Wednesday. Analysts expect Tesla's first-quarter revenue to be approximately $22.08 billion, a year-on-year decrease of 9%; adjusted earnings per share of $0.35; and adjusted EBITDA is expected to decline to $3.217 billion, a year-on-year drop of 14.4%. Earlier this month, Tesla announced a global delivery volume of 358,023 vehicles for the first quarter, a year-on-year increase of 6.3%, which is below the market expectation of 364,645 vehicles. It is worth noting that last year's first quarter was affected by the Model Y upgrade, resulting in a low delivery base, so the year-on-year data is of limited reference. **Robotaxi Expansion Progress** The core focus of investors during Tesla's earnings call on Wednesday will be the timeline for the rollout of autonomous taxis in new cities and the latest developments in autonomous driving technology. Since its launch in June 2025, CEO Elon Musk has repeatedly emphasized the importance of the Robotaxi business for the company's future development. During the fourth-quarter earnings call in January this year, Tesla executives stated that they planned to expand the autonomous taxi service to an additional nine cities in the first half of the year, but as of now, no new cities have been added. Morgan Stanley analyst Andrew Percoco stated, "After the first appearance of an autonomous taxi without a safety driver in Austin, market sentiment surged, but the subsequent rollout speed has indeed been slower than expected. Bears believe this indicates flaws in Tesla's technology, but we think it is too early to draw this conclusion." UBS has also stated that it expects Tesla's autonomous taxi business will not achieve "meaningful scale expansion" this year, although the firm has upgraded Tesla's rating from "sell" to "neutral." Tesla previously failed to meet its goal of rolling out autonomous taxis by the end of 2025. Musk had promised that the service would cover 8 to 10 cities by the end of 2025, but the related plans were ultimately forced to be delayed. **FSD and Cybercab** As Tesla intensifies its efforts in the autonomous taxi business, the overall growth rate of vehicle sales has slowed, which has dragged down the company's profit margins and cash flow performance Morgan Stanley's Percoco stated, "As capital expenditures double and free cash flow turns negative, investors need clearer signals to prove that driverless autonomous driving is imminent to support the stock's valuation." To drive its autonomous taxis, Tesla needs to perfect its true autonomous driving technology. Even the latest version of the Full Self-Driving (FSD) system, launched this month, still requires drivers to remain highly alert at all times. Musk has claimed that the latest FSD will give vehicles "perceptual awareness," although this statement is somewhat exaggerated, Tesla has indicated that this update has improved vehicle response times by 20%. Investors are also eager to hear about the production progress of the Cybercab model, specifically designed for the autonomous taxi business. This model has entered production this month. In recent weeks, related photos of the Cybercab have circulated online from the Austin Gigafactory. Despite a significant rebound in Tesla's stock price last week, it is still down 11% year-to-date ### Related Stocks - [TSL.US](https://longbridge.com/en/quote/TSL.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [TSLT.US](https://longbridge.com/en/quote/TSLT.US.md) - [TSLG.US](https://longbridge.com/en/quote/TSLG.US.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md) - [TESL.US](https://longbridge.com/en/quote/TESL.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [07366.HK](https://longbridge.com/en/quote/07366.HK.md) ## Related News & Research - [BCS Wealth Management Buys 1,834 Shares of Tesla, Inc. $TSLA](https://longbridge.com/en/news/282955447.md) - [Tesla stock set to finally break losing streak just in time for earnings](https://longbridge.com/en/news/283126046.md) - [Tesla’s ‘Robotaxi’ expansion looks like another stock pump before earnings](https://longbridge.com/en/news/283261108.md) - [Tesla Earnings, Hormuz and Other Key Things to Watch this Week](https://longbridge.com/en/news/283260603.md) - [Tesla has some robot competition. The stock is up.](https://longbridge.com/en/news/282838267.md)