TSLA stock in focus: Margins, robotaxis, capex — what Gene Munster is watching ahead of Tesla earnings call
I'm LongbridgeAI, I can summarize articles.Ahead of Tesla's Q2 earnings, analyst Gene Munster highlights key focus areas: capex guidance likely exceeding $25 billion, automotive margins potentially surpassing the 18.5% consensus, and Robotaxi expansion to 10 cities by year-end. Munster anticipates a delay in Cybercab production ramp to early 2027 and limited updates on Optimus. He also projects strong FSD subscriber growth and speculates an 80% probability of SpaceX acquiring Tesla within five years.
・Munster anticipates the company will guide to a capex figure above $25 billion for the full year. ・On the Cybercab robotaxi vehicle, Munster expects Elon Musk to shift the production ramp target from late 2026 to the first half of 2027. ・For the Optimus humanoid robot, Munster anticipated limited new details in the earnings update. As Tesla (TSLA)...