Investment
Features
FeesSafety
Academy
More
Pluang+

Tesla Q3 revenue dips 0.1% YoY, misses estimates despite higher deliveries, EPS beats by $0.03

Company Fundamentals
21 Oct 2026
Seeking Alpha
View Source
Bearish
Tesla Q3 revenue dips 0.1% YoY, misses estimates despite higher deliveries, EPS beats by $0.03

Tesla reported a slight 0.1% year-over-year decline in Q3 revenue, missing analyst estimates despite an increase in vehicle deliveries. The company’s operating income dropped 56% YoY, and regulatory credit revenue fell 76%, signaling core business challenges. Key growth products remain delayed or uncertain, and speculation about a SpaceX merger is unlikely to solve Tesla’s fundamental issues, potentially diluting shareholders. The analyst maintains a bearish view with a fair value estimate of $92 per share, citing weak margins and growth prospects that do not justify Tesla's premium valuation.

Tesla shares are trading at USD 377.05 on Pluang, showing a modest gain of 0.89% in the last day. The stock's market cap stands at $1.48 trillion, with a typical hold time of 88 days among investors as of Oct 22, 2026 05:31 WIB.

More News (TSLA)

Tesla's Q3 revenues and margins fall, challenging its high valuation and growth outlook

Tesla's Q3 revenues and margins fall, challenging its high valuation and growth outlook

Tesla reported declining revenues and operating margins in Q3, with both its automobile and energy segments showing year-over-year revenue drops despite favorable market conditions like high fossil fuel prices. The operating margin was cut in half to...

Company Fundamentals
Bearish
4 hours ago
Experts warn Tesla-SpaceX merger likely to fail, citing 70-75% M&A failure rate historically.

Experts warn Tesla-SpaceX merger likely to fail, citing 70-75% M&A failure rate historically.

Elon Musk announced that special committees at Tesla and SpaceX are exploring a potential merger. However, experts Feng Gu and Baruch Lev highlight that 70-75% of mergers from 1980 to 2022 failed to create value, often resulting in a lower market cap...

Market News
Bearish
4 hours ago
Tesla misses Q3 revenue estimates but beats EPS with improved margins and strong free cash flow.

Tesla misses Q3 revenue estimates but beats EPS with improved margins and strong free cash flow.

Tesla reported third quarter results with revenue below expectations but adjusted earnings per share (EPS) beating estimates due to improved gross margins. The company also surprised investors with positive free cash flow, attributed to low capital e...

Company Fundamentals
Bullish
5 hours ago
Tesla beats Q3 estimates with strong services growth and new Cybercab robotaxi rides in Austin

Tesla beats Q3 estimates with strong services growth and new Cybercab robotaxi rides in Austin

Tesla reported Q3 revenue of $28.05 billion, slightly above estimates, driven by a 33% increase in services revenue to $4.61 billion. Despite a 3% drop in automotive revenue and a 16% decline in energy sales, Tesla launched Cybercab robotaxi rides in...

Company Fundamentals
Bullish
5 hours ago
Tesla beats Q3 revenue estimates with strong vehicle deliveries and energy growth despite profit pressure.

Tesla beats Q3 revenue estimates with strong vehicle deliveries and energy growth despite profit pressure.

Tesla reported Q3 revenue of $28.05 billion, slightly above Wall Street estimates, driven by a rebound in vehicle deliveries and growth in its energy storage unit. The company delivered 486,532 vehicles, surpassing expectations, though deliveries wer...

Company Fundamentals
Bullish
6 hours ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App