<div id="readability-page-1"><p>Tesla (TSLA) is set to report its first-quarter results for 2026 today, and the atmosphere on Wall Street is tense. While many investors are hoping for a rebound, analyst Gordon Johnson of GLJ Research is sounding a loud alarm. The analyst maintained a Sell rating on the stock and a Street-low price target of just <strong>$24.86</strong>, implying about 95% downside from current levels.</p><h3>Claim 30% Off TipRanks</h3>Trade TSLA with leverage <h2><strong>Analyst Sees Results Falling Below Street Views</strong></h2> <p>Johnson expects Tesla to miss Wall Street estimates across key metrics. While consensus calls for adjusted earnings of $0.35 per share on $22.08 billion in revenue, his model is lower on both fronts.</p> <p>The analyst forecasts revenue of $20.44 billion, about 7% below Street estimates. Gross margin is seen at 16.1%, also below expectations of 17.7%. Adjusted earnings are projected at $0.29 per share, compared with a consensus of $0.35.</p> <p>The analyst also expects weaker cash flow, with free cash flow estimated at negative $2.5 billion, worse than Wall Street's forecast. On a GAAP basis, he sees an operating loss and near-flat earnings, while the Street expects solid profit.</p> <p>Looking beyond the quarter, Johnson's view remains far below consensus. He estimates Tesla's full-year 2026 revenue at $83.4 billion, nearly 30% below Wall Street expectations of $119.5 billion. He also expects a full-year operating loss of $2.1 billion, compared with Street estimates of nearly $9 billion in profit.</p> <h2><strong>Street-Low Price Target Reflects Cautious View</strong></h2> <p>Johnson maintained his $24.86 price target by applying a 25x multiple to his 2027 earnings estimate. He noted that this multiple already reflects strong market optimism and does not include value from unproven areas like autonomy or robotics.</p> <p>Overall, the analyst believes expectations for Tesla remain too high heading into earnings, with risks tilted to the downside if results or outlook disappoint.</p></div>

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<p>Analyst Gordon Johnson of GLJ Research has issued a Sell rating on Tesla (TSLA) ahead of its first-quarter results for 2026, predicting a significant earnings miss and a price target of $24.86, indicating a potential 95% downside. He forecasts revenue of $20.44 billion and adjusted earnings of $0.29 per share, both below Wall Street estimates. Johnson also anticipates a full-year operating loss of $2.1 billion for 2026, significantly lower than the consensus profit expectations. He believes that current market expectations for Tesla are overly optimistic, with risks skewed to the downside.</p>

- Tesla (TSLA) is expected to report disappointing first-quarter results for 2026, as analyst Gordon Johnson maintains a Sell rating with a price target of $24.86, indicating significant downside potential.  
- Johnson predicts that Tesla's revenue will be $20.44 billion, and adjusted earnings will be $0.29 per share, both below Street estimates, alongside expectations of a negative free cash flow of $2.5 billion.  
- He believes expectations for Tesla are excessively high, suggesting that risks may favor negative outcomes if the results fail to meet or exceed Wall Street's forecasts.

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Last-Minute Analyst Warning: 'Sell' Tesla Stock; Predicts Big Earnings Miss and 95% Downside Risk in 2026