Tesla Posts Record Sales, Guides 1.7M Deliveries; Robotaxi Incidents Surface
TSLA sits 27% above its 52-week low of $297.82.
Summary
Tesla reported record quarterly auto sales and guided for approximately 1.7 million vehicle deliveries this year, a 3.9% increase year-over-year. Automotive gross margin excluding credits is forecast near 18.1%, indicating solid profitability. However, regulators logged 15 to 17 incidents in Tesla's robotaxi operations from mid-2025 to early 2026, including low-speed collisions, which could raise concerns about autonomous fleet safety. The options market implies a 6.4% post-earnings move, with heavy call buying at $400 and protective puts near $380, reflecting heightened expectations. Energy storage sales rebounded this quarter, and the company hinted that the Optimus humanoid robot may be unveiled mid-year, though mass production timing remains unspecified. This earnings preview provides the first concrete numbers for the quarter, setting the stage for the official report.
At the time of this announcement, TSLA was trading at $379.52 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $1.4T. The 52-week trading range was $297.82 to $498.83. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Wiseek News.