Tesla: Poised To Start A New Wright's Law Curve

2026-03-10 06:30:40 ET

Tesla: Optimus and vehicle delivery

My last analysis on Tesla, Inc. ( TSLA ) stock was published on Feb 2 under a title of “Tesla Q4 Earnings: My CliffsNotes On 200+ P/E And Record CapEx”. The article served as an earning preview for its Q4 earnings report (ER) and rated the stock as a buy. Since then, there have been a few new developments surrounding this storied company worthy of a follow-up. The rest of the article will focus on two new developments that could have long-term impact in my view: the latest updates surrounding its Optimus Gen 3 production and also the upcoming Q1 vehicle delivery report. As a background, last year, Tesla announced its Q1 2025 vehicle delivery and production data on April 2, 2025. I anticipate the company to release its Q1 2026 vehicle delivery data around the same timeframe (which is shortly before its Q1 ER scheduled on April 22). Later, I will explain why I expect 2026’s delivery data to see continued decline and explore the implications....

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