Coverage summary
Aardvark Labs Capital Research has covered Tesla (TSLA) since April 23, 2025. The company is in the Consumer Cyclical sector. This page lists 7 reports: 7 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 22, 2026. The current rating is Hold, unchanged since the Q2 2026 Earnings Recap of July 23, 2026. The rating has changed 3 times since coverage began.
Translations: 6 in Chinese.
The Excel model for TSLA holds 22 quarters and 5 fiscal years of history and 10 quarters and 5 fiscal years of projections. It was last updated October 17, 2026.
Rating history
All TSLA reports
Recap: Q3 2026
Margins Rebound and Cash Turns Positive, but the Payoff From Robotaxis and Robots Slides to Late 2027
Recap: Q2 2026
Record Deliveries, a 1.4% Operating Margin: The Investment Cycle Has Arrived on the Income Statement
Recap: Q1 2026
Margins Held, Robotaxi Expanded, Cybercab Started — But the Capex Number Just Got 25% Bigger and Free Cash Flow Goes Negative
Recap: Q4 2025
Margins Snapped Back, Robotaxi Removed Safety Drivers, and Tesla Just Killed the S/X to Build Optimus
Recap: Q3 2025
Robotaxi Crosses 250K Driverless Miles and FCF Hits $4B — But the Q4 Demand Cliff Is Still Coming
Recap: Q2 2025
Robotaxi Launched, But Musk Just Warned of 'A Few Rough Quarters' as the EV-Credit Cliff Looms
Recap: Q1 2025
Auto Business Lost Money Ex-Credits; Robotaxi Pitch Now Carrying the Stock