Here’s what Wall St. experts are saying about Tesla ahead of earnings

Tesla (TSLA) is expected to report results on its fiscal fourth quarter on Wednesday, January 28, with a conference call scheduled for 5:30 pm EDT. What to watch for:

Click here to check out Tesla’s recent Media Buzz Sentiment as measured by TipRanks.

FOCUS: In a research note ahead of quarterly results, Cantor Fitzgerald notes that Tesla’s Q4 vehicle deliveries and FY25 volumes came in below consensus, reflecting EV tax credit expiration and marking a second straight year of auto sales decline, while Energy Generation & Storage posted a record year with strong growth momentum. Focus on the earnings call will center on 2026 delivery guidance, Energy outlook, progress on Robotaxi and full self-driving expansion, and longer-term optionality from Optimus humanoid robots and the Semi, the firm says. Cantor Fitzgerald has an Overweight rating and $510 price target on Tesla shares.

TARGET CHANGE AHEAD OF EARNINGS: Barclays analyst Dan Levy raised the firm’s price target on Tesla to $360 from $350 and kept an Equal Weight rating on the shares. The firm adjusted targets in the autos and mobility group as part of a Q4 preview. Barclays continues to prefer the carmakers, saying they are benefiting from “healthy” production rates and reduced electric vehicle losses.

Wells Fargo also raised the firm’s price target on Tesla to $130 from $120 but mainted an Underweight rating on the shares. The firm updated its 2026 outlook, amid refreshed bull/bear debates and recent catalysts. Wells believes 2026 fundamentals look weak, leaving no support if Robotaxi/Optimus disappoint. The firm sees about 70% downside risk.

OPTIMUS: Tesla’s Optimus robots will be doing more complex tasks this year and the company will be selling Optimus to the public by the end of next year, Elon Musk said. Tesla’s CEO made the comment while being interviewed at the World Economic Forum in Davos.

AI5 CHIP DESIGN, AI6: On social media X, Elon Musk wrote earlier this month, “Our AI5 chip design is almost done and AI6 is in early stages, but there will be AI7, AI8, AI9 … aiming for a 9 month design cycle. Join us to work on what I predict will be the highest volume AI chips in the world by far!”

DELIVERIES: In the fourth quarter, Tesla produced over 434,000 vehicles, delivered over 418,000 vehicles and deployed 14.2 GWh of energy storage products – a record for deployments, the company said.

OUTLOOK: According to current consensus data from Yahoo Finance, Tesla is expected to report Q4 EPS of 45c and Q4 revenue of $24.76B. For FY25, the company is expected to report EPS of $1.64 and revenue of $94.67B.