Tesla’s (TSLA) 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, Cantor tells investors in a research note. 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.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on TSLA:
- Tesla (TSLA) Is About to Report Q4 Earnings Tomorrow. Here’s What to Expect
- Tesla ends year with lower sales in Europe, BYD continues to outpace, WSJ says
- Top Analyst Names These 5 Tech Stocks to Watch Ahead of Earnings
- EU launches inquiry into Musk’s X over Grok AI images
- Why Analysts Are Cautious on Tesla Stock (TSLA) Ahead of Q4 Earnings