🚗 Tesla Low Estimates = Big U-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🚗 Tesla Low Estimates = Big Upside? Any Surprise to Expect?

🔍 Market Sentiment:

Wall Street is entering Tesla’s Q2 earnings with historically low expectations — and that might be exactly where the surprise lies.

📉 What’s Priced In?

Tesla’s recent slump reflects:

• 🏭 Weak China demand

• 🔋 Margin compression from price cuts

• 🤖 FSD & Robotaxi hype fatigue

But is the worst already priced in?

⸻

📊 Earnings Preview (Q2 2025)

• EPS Estimate: $0.52 (↓ vs. previous quarters)

• Revenue Estimate: $25.1B

• Margins: Under pressure due to competition + price wars

• Key Watch Areas:

✅ Energy storage growth

✅ Progress on Optimus & Dojo

✅ Robotaxi timeline updates

⸻

💡 Big Upside Triggers?

1. Robotaxi Reveal in August — A concrete roadmap could reignite growth narrative 🚕📈

2. Improved Energy Revenue — Tesla Energy may offset slowing auto sales ⚡️

3. FSD Subscription Uptake — Any signs of accelerating adoption can improve long-term margins

1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?

On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package. Under the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion. Can Musk realistically hit these ambitious milestones in the next decade? Will this massive pay package truly align Tesla’s growth with shareholder interests After the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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