---
title: "Tesla Q3 earnings report is coming this week! Expected revenue is $26.2 billion, focus on these three key areas!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/35333124.md"
description: "Tesla is about to announce its Q3 earnings report, and the market is already positioned. With deliveries hitting a record high, whether profits and guidance will be under pressure, the stock price may usher in a new round of volatility."
datetime: "2025-10-17T06:25:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/35333124.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/35333124.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/35333124.md)
author: "[热点君](https://longbridge.com/en/profiles/1450684.md)"
---

# Tesla Q3 earnings report is coming this week! Expected revenue is $26.2 billion, focus on these three key areas!

$Tesla(TSLA.US) is scheduled to release its Q3 2025 earnings report on **October 22**. Despite delivering a record **497,000 vehicles** and achieving a new high in energy storage deployment of **12.5GWh**, market concerns remain—plunging European sales, expiring tax credits, shrinking cash flow, and management compensation disputes plus FSD safety investigations have cast uncertainty over the results.

### **🔥Market Focus**

**1\. Profit Quality: Gross Margin Recovery & Product Mix Balance**

Whether **automotive gross margins can recover** is investors' top concern. Under its "price-for-volume" strategy, Tesla faces severe profit pressure. **Zacks estimates Tesla's Q3 auto gross margin at 16%**, continuing the margin pressure seen in its 2025 interim report.

Deeper worries lie in the continued decline in ASP (average selling price). The newly launched budget Model 3/Y, while pulling starting prices below $37K, has sparked brand premium concerns due to feature cuts, causing a 4.45% stock drop on announcement day.

**2\. Energy Business: Profit Validation of the Second Growth Curve**

The energy segment is expected to report **$2.93B in revenue**, potentially a bright spot. It achieved a **30.3% gross margin** in Q2, showing strong profit potential. But markets now demand **proof of sustained profitability beyond scale growth**—can it truly offset auto business risks?

**3\. Governance & Regulatory Risks: Uncertainty Premium Widens**

**Governance risks** center on the aftermath of the $56B compensation case. Restoring the original plan may dilute shares; keeping it invalid brings ongoing uncertainty. This dilemma forces investors to demand higher risk premiums.

**Regulatory pressure** is equally critical—FSD investigations involve safety issues across many vehicles. A recall would require warranty provisions, directly impacting financials.

Over the past 4 earnings reports, **Tesla's stock moved ±7.2% on average post-release**, with 3 times. Historically, post-earnings trends depend more on **Musk's forward signals during calls than current data**.

### 🔥Wall Street Views

Major institutions are sharply divided—bulls focus on **AI and autonomous driving's long-term potential**, while bears worry about **near-term profit pressure and demand sustainability**.

**Bulls** lean on **long-term tech narratives**. **Melius Research** highlights Tesla's AI/computing edge, calling it "AI's first major physical-world embodiment," with a **Buy** rating and $520 target. **Morgan Stanley** also backs its autonomy shift.

**Bears** stress **short-term financials**. **Wells Fargo's** Colin Langan notes Q3 deliveries benefited from **US EV tax credit expiry-driven promotions**, calling it unsustainable, and keeps an **Underweight** rating.

Tesla stands at a crossroads—record deliveries vs. strained margins. Management's margin outlook, energy profitability, and demand forecasts will dictate its stock's next move.

### **🎯Big Event Prediction: Split Task Coins!**

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### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)

## Comments (14)

- **旁观主任 · 2025-10-21T04:11:20.000Z**: It surged 25 points tonight. Directly hit a new high
- **我是韭菜999 · 2025-10-21T03:47:59.000Z**: Imagine your $Tesla(TSLA.US) keeps rising
- **Money Money · 2025-10-19T15:36:23.000Z**: Worried 😕
- **木头姐 · 2025-10-17T16:14:04.000Z**: When will the financial report be released next week....
  - **Choco1** (2025-10-17T16:23:43.000Z): 22nd
- **新用户_168 · 2025-10-17T16:10:15.000Z · 👍 1**: Don't dare to hold this stock before the earnings report
  - **离宫过客** (2025-10-20T17:20:08.000Z): Hahaha, the bold get stuffed, the timid starve, just do it.
- **长胜一条龙 · 2025-10-17T08:09:56.000Z · 👍 2**: With such a high P/E ratio, the stock price should be at most 180 to be reasonable
  - **fengfelix** (2025-10-17T11:09:16.000Z): Dare to short it, keyboard warrior
  - **长胜一条龙** (2025-10-17T11:10:58.000Z): I have been shorting
  - **新用户_uIAlD99** (2025-10-17T12:16:12.000Z): Long-term short selling, or occasional short selling?