Elon Musk said some humanoid robot demos rely on pre-programmed tasks, and Tesla aims to release footage of Optimus working without a script in a month or two, ahead of first deliveries to other companies late next year. First customers are likely industrial firms, and reaching 20,000 units a week at the Fremont line will take “at least a year, maybe a little longer,” while Musk said he would be “stunned” if any rival has a robot “remotely competitive with Optimus” when deliveries begin. Gene Munster of Deepwater Asset Management said most investors still see Optimus as “optionality,” a “call option that has massive value,” and Tesla has reportedly placed a first large-scale component order for about 5,000 Optimus units, which it has not confirmed. Third-quarter revenue was $28.05 billion, flat year over year and above the $27.88 billion consensus, with adjusted EPS of 48 cents versus 43 cents expected. Automotive revenue fell 3% to $20.56 billion.
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TSLAElon Muskhumanoid robotsearnings
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/23/2026 | 372.22 |
| Change that session | -0.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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