Financial report preview | Tesla, Inc. (TSLA.US) Q3 financial report is about to be released, AI and Robotaxi are expected to become the focus of the market again.

Tesla, Inc. (TSLA.US) will announce its performance for the third quarter of 2025 after the US stock market closes this Wednesday. Wall Street analysts predict that for multiple financial indicators, Tesla, Inc.'s Q3 revenue will be $26.6 billion, operating profit will be $1.58 billion, automotive gross profit margin will be 15.9%, earnings per share will be $0.55, and free cash flow will be $1.1 billion. Data released earlier this month by Tesla, Inc. showed that the company delivered 497,099 vehicles in the third quarter, setting a quarterly delivery record and exceeding market expectations of 448,000 vehicles. This was because buyers rushed to purchase cars before the tax credit deadline. The latest earnings call from Tesla, Inc. is expected to focus on artificial intelligence supercomputing systems and autonomous driving once again. Elon Musk and other Tesla, Inc. executives have remained relatively silent on the progress of launching Robotaxi in Austin. However, with Tesla, Inc. observers finding new job postings for assistive Autopilot and fully autonomous taxi operators in Colorado (Aurora/Denver area) and Illinois (Chicago), there may be some details worth noting about Tesla, Inc.'s expansion. Investors will also be paying attention to the latest developments on CyberCab and RoboVan, two autonomous driving vehicles independent of Tesla, Inc.'s existing models. While Tesla, Inc. has recently introduced cheaper Model Y and Model 3 vehicles, analysts may try to pressure Musk if this long-awaited mass-market affordable electric car is still on the way. Dan Ives, a senior analyst at Wedbush known as the "Tesla, Inc. super bull," recently raised Tesla, Inc.'s target price to $600 and maintained an "outperform" rating. Ives' core logic is also based on future prospects rather than electric vehicle delivery volume, mainly focusing on the accelerated development of artificial intelligence and an imminent breakthrough at Tesla, Inc. Ives points out that the market severely underestimates Tesla, Inc.'s transformation potential - that is, based on AI supercomputing systems, FSD autonomous driving, and Siasun Robot&Automation technologies will become core strategic pillars by 2026, and Tesla, Inc.'s "game-changing factors" for AI and Siasun Robot&Automation will directly determine the company's future direction. The Ives team estimates that the FSD autonomous driving field alone will contribute at least $1 trillion in market value to Tesla, Inc., and within the next year of the Trump administration, Tesla, Inc.'s core projects around FSD are expected to be accelerated as the federal regulatory "spider web" that has entangled the company in recent years is expected to be dismantled quicker. In a bullish scenario, the Ives team believes that Tesla, Inc. could reach a market value of $2 trillion as early as the beginning of 2026, potentially rising to $3 trillion by the end of the year with the large-scale production of autonomous driving and Siasun Robot&Automation. Another Wall Street financial giant, Morgan Stanley, even views "Tesla, Inc. Mobility/Robotaxi" as the core profit pool for this leading electric vehicle company in the medium to long term; by 2040, Tesla, Inc.'s automated mobility fleet can reach around 7.5 million vehicles, with revenue of approximately $1.46 per mile and an EBITDA margin of around 29%. Based on the strong growth expectations brought by Robotaxi and the Siasun Robot&Automation, Morgan Stanley's long-term bullish scenario for Tesla, Inc. sees the stock price rising to $800 per share.