Tesla releases first-quarter 2026 earnings on April 22 after the market closes. The report evaluates the company's strategic transition from electric vehicle manufacturing to artificial intelligence and robotics. Investors await updates on the robotaxi project, Full Self-Driving technology, and capital expenditures for the Terafab AI infrastructure.
Vehicle deliveries of 358,023 missed analyst expectations during the quarter. Production volume outpaced sales, resulting in a significant increase in inventory. Wall Street consensus estimates earnings per share at $0.35. Analysts project total revenue of approximately $22.27 billion.