TSLA Earnings Predictions — 2026-07-22

Ticker Report or Guide KPI Prediction Answer Confidence
TSLA Report Total revenue IN-LINE pred ~$27.7B vs. cons $27.584B MEDIUM
TSLA Report Non-GAAP EPS BEAT pred ~$0.57 vs. cons $0.55 MEDIUM
TSLA Report Automotive gross margin ex-credits IN-LINE pred ~18.2% vs. cons 18.07% LOW
TSLA Guide FY2026 CapEx BETTER guide >$25B vs. cons $24.62B MEDIUM
TSLA Guide FY2026 energy-storage deployments UNKNOWN guide >2025 level vs. cons 60.0 GWh LOW
TSLA Guide Remainder-of-FY2026 FCF UNKNOWN guide negative vs. cons -$7.87B LOW
TSLA Return Day-1 residual (stock − beta × S&P 500) -3.0% LOW
TSLA Return 5-day cumulative residual -4.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — in-line financials and maintained investment burden should pull revisions/multiple lower LOW