Tesla Inc Stock Price, News & Analysis

Tesla (NASDAQ: TSLA) reported Q3 2025 results on October 22, 2025 showing record vehicle deliveries and record energy storage deployments, driving total revenue of $28.095B (+12% YoY) and record free cash flow of $3.990B. GAAP net income was $1.373B (diluted EPS $0.39); non-GAAP net income was $1.770B (diluted EPS $0.50).

Operational highlights: 497,099 deliveries (+7% YoY), storage deployed 12.5 GWh (+81% YoY), cash and investments of $41.647B. The company cited higher operating expenses, stock-based comp, and lower regulatory/FSD revenue as headwinds while noting AI, Robotaxi, Cybercab, Semi, and Megapack 3 production plans for 2026.

Tesla (NASDAQ:TSLA) has reported record-breaking third quarter 2025 results, with vehicle deliveries reaching 497,099 units and energy storage deployments hitting 12.5 GWh. The company produced 447,450 vehicles during Q3, with Model 3/Y accounting for 435,826 units and other models contributing 11,624 units.

Vehicle deliveries showed strong performance with 481,166 Model 3/Y deliveries and 15,933 deliveries of other models. Only 2% of Model 3/Y and 7% of other models were subject to operating lease accounting.

Tesla will announce its complete Q3 2025 financial results, including net income and cash flow, after market close on October 22, 2025, followed by a live Q&A webcast at 5:30 PM ET.

Tesla (NASDAQ:TSLA) reported challenging Q2 2025 financial results, with total revenue declining 12% year-over-year to $22.5 billion. The company's GAAP net income fell 16% to $1.2 billion, with diluted EPS of $0.33.

Vehicle deliveries decreased 13% to 384,122 units, while production remained flat at 410,244 vehicles. Operating margin contracted to 4.1%, and free cash flow was $146 million. The company maintained a strong balance sheet with $36.8 billion in cash and investments.

Despite automotive headwinds, Tesla highlighted its strategic pivot toward AI and robotics, launching its first Robotaxi service in Austin and completing its first autonomous vehicle delivery. The company also confirmed plans for new vehicle launches, including a more affordable model in 2025 and the Cybercab in 2026.

Tesla (NASDAQ:TSLA) has released its Q2 2025 production and delivery numbers, achieving significant operational milestones. The company produced 410,244 vehicles and delivered 384,122 units during the quarter. The majority of production consisted of Model 3/Y vehicles at 396,835 units, with 13,409 units of other models.

Additionally, Tesla reported 9.6 GWh of energy storage products deployed. The company will announce its complete Q2 2025 financial results after market close on July 23, 2025, followed by a live Q&A webcast at 5:30 PM ET. Only 2% of Model 3/Y deliveries and 7% of other models were subject to operating lease accounting.

Tesla (TSLA) reported Q1 2025 financial results showing a 9% year-over-year revenue decline to $19.3 billion, primarily due to Model Y production line changeovers across all factories. Vehicle deliveries dropped 13% to 336,681 units, while GAAP operating income fell 66% to $399 million.

Key highlights include:

• Energy Generation and Storage revenue grew 67% to $2.73 billion
• Storage deployments increased 154% to 10.4 GWh
• Cash position remained strong at $37.0 billion
• Free cash flow rose 126% to $664 million

Notable developments include the launch of Long Range Cybertruck with 362-mile range, FSD (Supervised) introduction in China, and confirmation of new affordable models starting production in H1 2025. The company's Cybercab robotaxi is scheduled for volume production in 2026, with a pilot launch in Austin by June 2025.

Tesla (TSLA) has released its Q1 2025 production and delivery numbers, showing production of 362,615 vehicles and deliveries of 336,681 units. The breakdown includes 345,454 Model 3/Y produced and 323,800 delivered, while other models accounted for 17,161 produced and 12,881 delivered.

The company also reported deploying 10.4 GWh of energy storage products in Q1. Tesla noted that Model Y production lines across all four factories underwent changeovers, resulting in several weeks of lost production, though the new Model Y ramp-up is progressing well. The company will announce its complete Q1 2025 financial results after market close on April 22, 2025.

Tesla (TSLA) reported its Q4 and full year 2024 financial results, showing mixed performance. Total revenue increased 2% YoY to $25.7 billion in Q4, driven by growth in Energy Generation and Storage, Services, vehicle deliveries, and higher regulatory credit revenue. However, revenue was negatively impacted by reduced S3XY vehicle average selling prices due to pricing adjustments, financing options, and mix.

Operating income declined 23% YoY to $1.6 billion, resulting in a 6.2% operating margin. The decrease was primarily due to lower vehicle ASPs and increased operating expenses from AI and R&D projects, partially offset by lower cost per vehicle and higher regulatory credit revenue. Quarter-end cash, cash equivalents, and investments reached $36.6 billion, with positive free cash flow of $2.0 billion.

Tesla has reported strong performance for Q4 2024, with record-breaking deliveries and energy storage deployments. The company produced approximately 459,000 vehicles and delivered over 495,000 vehicles in the fourth quarter. Energy storage deployments reached 11.0 GWh, marking a new record.

For the full year 2024, Tesla achieved total production of 1,773,443 vehicles and deliveries of 1,789,226 units. The Model 3/Y line accounted for the majority, with 1,704,093 deliveries. Annual energy storage deployments totaled 31.4 GWh.

The company will announce its complete Q4 2024 financial results, including net income and cash flow, after market close on January 29, 2025, followed by a live Q&A webcast at 4:30 p.m. Central Time.

Tesla (TSLA) reported strong Q3 2024 financial results with total revenue of $25.2B, up 8% YoY. The company achieved $2.7B in GAAP operating income with a 10.8% operating margin. Cost of goods sold per vehicle reached its lowest level at $35,100. Cash position strengthened to $33.6B, with free cash flow of $2.7B. The company recorded its second-highest quarter of regulatory credit revenues and achieved record gross margins in its Energy business. Tesla plans to launch new, more affordable vehicle models in the first half of 2025 and continues to expand its AI capabilities, with training compute increasing by over 75% in Q3.