#EarningsSeason 📊🔥
🚨 Tesla and Meta announce their third-quarter results today!
All eyes are on the third-quarter 2026 results from Tesla (
$TSLA ) and Meta (
$META ), following the close of the U.S. market on October 21. The biggest question: Can their massive investments in AI deliver profitable growth and real returns?
Both companies are pouring billions of dollars into AI, but each faces different challenges.
🚗 Tesla (TSLA): Growth versus profitability
Tesla delivered 486,532 vehicles in the third quarter, surpassing analysts’ expectations of 461,974 vehicles.
However, revenue is expected to come in between $27.8 billion and $27.9 billion, while earnings per share are forecast to range from $0.43 to $0.44, with a possible year-over-year decline.
👀 Key indicators to watch:
Automotive gross margin, excluding regulatory credits.
Energy storage deployments.
Developments related to Full Self-Driving (FSD).
Updates on the Robotaxi and Optimus humanoid robot.
A higher number of deliveries alone is not enough to prove that profitability is improving.
🤖 Meta (META): AI returns versus infrastructure costs
Meta generated $60.8 billion in revenue in the second quarter, up 28% year over year. But free cash flow fell to 784 in investment.
#EarningsSeason #Tesla #TSLA
#Meta #META #AI #Stocks #Investing