Tesla Inc. (TSLA) Q4 2025 (USD): Adj. EPS 0.50 (exp. 0.45), Revenue 24.9bln (exp. 24.77bln)

• Gross margin 20.1% (exp. 17.1%).
• Operating income 1.41bln (exp. 1.32bln).
• Free cash flow 1.42bln (exp. 1.59bln).
• In Q1 of this year, we plan to unveil the Gen 3 version of Optimus.
• Plan to begin megapack 3 and megablock production at megafactory Houston in 2026
• On Jan 16, agreed to invest ~2B to acquire shares of Series E Preferred stock of xAI.

Tesla's Q4 2025 results beat expectations on both adjusted EPS and revenue, indicating strong operational performance, especially with a gross margin that significantly exceeded forecasts. The strong earnings are likely to enhance investor sentiment and could support a positive outlook for the stock, especially with upcoming product launches and strategic investments noted in the release.