Tesla Inc. (TSLA) delivered mixed results in Q2 FY2026 on revenue of $28.2B versus the $26.4B estimate (+25.5% YoY) and EPS of $0.33. The next Tesla Inc. (TSLA) earnings date is Oct 28, 2026. Below is the full Tesla Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Tesla Inc. (TSLA) Earnings Analysis — key stats
Next earnings date
Oct 28, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
3 of last 8 (quarters above estimate)
Avg next-day move
±7.7% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±31.3% (options-derived · into Oct 28, 2026)
Institutional ownership
40.6% (13F as of 2026-06-30)
Top 10 holders
26.7% (of shares outstanding)
Insider activity
5 buys / 7 sells (recent Form 4 filings)
Revenue
$28.2B (vs $26.4B est · +6.9% surprise · +25.5% YoY)
EPS
$0.33 (vs $0.50 est · -34.0% surprise · -6.5% YoY)
Share price
$342.27 (+0.7%)
Market cap
$1.35T
Tesla Inc. (TSLA) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$28.2B vs $26.4B est
$0.33 vs $0.50 est
-34.0%
-15.6%
Mixed
Q2 FY2026
$22.4B vs $22.1B est
$0.41 vs $0.35 est
+15.9%
-3.3%
Mixed
Q1 FY2026
$24.9B vs $24.8B est
$0.50 vs $0.45 est
+9.9%
-3.3%
Mixed
Q4 FY2025
$28.1B vs $26.5B est
$0.50 vs $0.56 est
-10.4%
+1.4%
Mixed
Q3 FY2025
$22.5B vs $22.3B est
$0.40 vs $0.40 est
+0.7%
-8.1%
In line
Q2 FY2025
$19.3B vs $21.3B est
$0.27 vs $0.41 est
-34.7%
+10.2%
Miss
Q1 FY2025
$25.7B vs $27.3B est
$0.73 vs $0.77 est
-5.7%
+0.6%
Miss
Q4 FY2024
$25.2B vs $25.5B est
$0.72 vs $0.58 est
+24.1%
+19.5%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
6.6%
214.1M
$90.1B
+2.9%
Vanguard Capital Management LLC
5.7%
184.0M
$77.4B
+0.6%
State Street Corp
3.6%
117.5M
$49.4B
+2.4%
Geode Capital Management, LLC
2.1%
68.9M
$28.9B
+1.3%
Invesco Ltd.
1.7%
55.5M
$23.3B
+46.2%
Undisclosed filer
1.5%
49.6M
$20.8B
+0.6%
Susquehanna International Group, Llp
1.4%
45.8M
$19.3B
+0.0%
Capital World Investors
1.4%
45.7M
$19.2B
+6.6%
Jpmorgan Chase & CO
1.3%
42.0M
$17.3B
-8.9%
Fmr LLC
1.2%
39.8M
$16.7B
+10.4%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Musk Elon
director, 10 percent owner, officer: CEO
2026-06-16
Buy
304.0M
$7.1B
Musk Elon
director, 10 percent owner, officer: CEO
2026-06-16
Sell
17.5M
$7.1B
Musk Elon
director, 10 percent owner, officer: CEO
2026-06-16
Sell
304.0M
$7.1B
Taneja Vaibhav
officer: Chief Financial Officer
2026-06-05
Sell
7K
—
Taneja Vaibhav
officer: Chief Financial Officer
2026-06-05
Buy
7K
—
Taneja Vaibhav
officer: Chief Financial Officer
2026-06-08
Sell
3K
$1.0M
Taneja Vaibhav
officer: Chief Financial Officer
2026-05-13
Sell
2K
$36440
Taneja Vaibhav
officer: Chief Financial Officer
2026-05-13
Buy
2K
$36440
What you'll find
Next Tesla Inc. (TSLA) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Tesla Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Tesla Inc. (TSLA)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Tesla Inc.'s next earnings date?
Tesla Inc.'s (TSLA) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Tesla Inc. (TSLA) beat or miss earnings?
In Q2 FY2026, Tesla Inc. (TSLA) posted mixed results — revenue of $28.2B versus the $26.4B estimate (+6.9% surprise) and EPS of $0.33 versus $0.50 expected (-34.0% surprise). Magnisto decodes every Tesla Inc. (TSLA) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Tesla Inc. beat earnings estimates?
Over its last 8 reported quarters, Tesla Inc. (TSLA) beat Wall Street EPS estimates 3 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Tesla Inc. (TSLA) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Tesla Inc. stock move after earnings?
Over its last 8 quarterly reports, Tesla Inc. (TSLA) moved an average of ±7.7% the day after earnings — ranging from -15.6% (Q3 FY2026) to +19.5% (Q4 FY2024). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±31.3% (derived). Magnisto tracks the realized post-earnings move for every Tesla Inc. (TSLA) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Tesla Inc.?
Institutions hold about 40.6% of Tesla Inc.'s (TSLA) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (6.6%), Vanguard Capital Management LLC (5.7%), State Street Corp (3.6%). Magnisto lists Tesla Inc.'s (TSLA) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Tesla Inc. (TSLA)?
In the most recent Form 4 filings Magnisto tracks, Tesla Inc. (TSLA) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Tesla Inc. (TSLA) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Tesla Inc. (TSLA), anchored to the current $342.27 share price, so you can weigh the bull, base and bear cases for Tesla Inc. side by side.
Is Tesla Inc. (TSLA) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Tesla Inc. fits your own thesis and risk profile. This is research, not investment advice.