Research Analysts Offer Predictions for Tesla Q2 Earnings

Tesla, Inc. (NASDAQ:TSLA) – Analysts at Zacks Research lowered their Q2 2026 EPS estimates for Tesla in a report released on Wednesday, May 6th. Zacks Research analyst Team now expects that the electric vehicle producer will post earnings of $0.14 per share for the quarter, down from their previous estimate of $0.27. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Tesla’s current full-year earnings is $1.25 per share. Zacks Research also issued estimates for Tesla’s Q4 2026 earnings at $0.17 EPS, FY2026 earnings at $0.72 EPS, Q1 2027 earnings at $0.06 EPS, Q2 2027 earnings at $0.14 EPS, Q3 2027 earnings at $0.29 EPS, Q4 2027 earnings at $0.18 EPS, FY2027 earnings at $0.67 EPS, Q1 2028 earnings at $0.09 EPS and FY2028 earnings at $0.41 EPS.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.02. The firm had revenue of $22.39 billion for the quarter, compared to analyst estimates of $22.96 billion. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.27 earnings per share.

Several other equities analysts have also recently weighed in on TSLA. Jefferies Financial Group reiterated a “neutral” rating on shares of Tesla in a research report on Wednesday, April 22nd. Royal Bank Of Canada reiterated a “buy” rating on shares of Tesla in a research report on Monday, April 27th. Benchmark reiterated a “buy” rating on shares of Tesla in a research report on Wednesday, February 11th. Phillip Securities lifted their price objective on shares of Tesla from $215.00 to $220.00 and gave the stock a “sell” rating in a research report on Monday, April 27th. Finally, Truist Financial lowered their price objective on shares of Tesla from $438.00 to $400.00 and set a “hold” rating on the stock in a research report on Thursday, April 2nd. Nineteen research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $398.42.

Tesla Trading Up 3.9%

Tesla stock opened at $444.92 on Tuesday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.62 and a current ratio of 2.04. The firm has a market cap of $1.67 trillion, a price-to-earnings ratio of 408.18, a price-to-earnings-growth ratio of 16.31 and a beta of 1.79. Tesla has a 1 year low of $273.21 and a 1 year high of $498.83. The firm’s 50 day moving average price is $383.61 and its two-hundred day moving average price is $418.25.

Institutional Investors Weigh In On Tesla

A number of large investors have recently bought and sold shares of TSLA. Brighton Jones LLC boosted its holdings in Tesla by 11.8% in the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock worth $35,509,000 after purchasing an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in Tesla by 21.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock worth $2,147,000 after acquiring an additional 931 shares during the last quarter. Bison Wealth LLC lifted its position in Tesla by 52.2% during the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock worth $4,187,000 after acquiring an additional 3,558 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Tesla by 9.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock worth $3,855,000 after acquiring an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC lifted its position in Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer’s stock worth $1,544,000 after acquiring an additional 851 shares during the last quarter. 66.20% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Tesla

In other news, CFO Vaibhav Taneja sold 2,264 shares of the business’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer directly owned 18,106 shares in the company, valued at $7,188,625.18. The trade was a 11.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Kathleen Wilson-Thompson sold 26,409 shares of the business’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total transaction of $9,985,506.99. Following the transaction, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This represents a 35.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 80,213 shares of company stock worth $30,851,105. 19.90% of the stock is currently owned by corporate insiders.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Investor enthusiasm remains tied to Tesla’s robotaxi rollout and broader AI/autonomous-driving narrative, with several reports saying momentum around the Dallas/Houston expansion and China FSD speculation has helped fuel recent gains. Tesla Robotaxi Expansion Ignites Stock Surge as Musk Sets 2026 Target
• Positive Sentiment: Piper Sandler reiterated an Overweight view and a $500 price target, arguing Tesla’s Optimus and AI upside may be underappreciated, which has reinforced bullish sentiment. We Think Investors Can Buy Optimus For Free: Piper Sandler Assessment Sends Tesla Stock (NASDAQ:TSLA) Blasting Up
• Positive Sentiment: Tesla reported a 36% year-over-year jump in April China sales from its Shanghai factory, and that rebound is helping offset worries about weakening demand elsewhere. Tesla China Sales Jump 36% In April As Musk-Led Company Files New Roadster Trademark
• Neutral Sentiment: Tesla is also being discussed in the context of U.S.-China trade and semiconductor policy, since Musk is expected to join a business delegation to China. This could matter for market access, but it is still more of a policy watch item than a direct catalyst. Qualcomm China Trip Puts AI And Chip Export Risks In Focus
• Negative Sentiment: Reports say Tesla’s robotaxi rollout is facing long wait times, which could raise concerns about whether the company can scale autonomous ride-hailing quickly enough to justify the valuation. Tesla’s robotaxi rollout features Texas-sized wait times
• Negative Sentiment: Fresh headlines about a Cybertruck recall and a China sales slump are adding pressure, while Ford’s new battery-storage push highlights intensifying competition in Tesla’s energy business. Tesla stock slips premarket: Cybertruck recall and brutal China sales slump rattle investors

Tesla Company Profile

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.