Tesla is heading into its Q4 2025 earnings report on January 28, with analysts forecasting significant margin compression and a sharp decline in profitability. Consensus estimates project Earnings Per Share (EPS) of $0.352 (a decline of 46.61% year-over-year) on revenue of $24.75 billion.
- Market focus is centered on the company's AI ambitions rather than past automotive delivery volumes.
- Analysts are closely watching for updates that will outline a clear blueprint for the highly anticipated Cybercab and Optimus projects.