Tesla reports third-quarter earnings Wednesday after the close, and Cantor analyst Andres Sheppard highlights three areas to watch: FSD adoption, robotaxi and Cybercab expansion, and progress on the Optimus humanoid robot. As of Q2, Tesla had about 1.48 million FSD subscribers after adding roughly 200,000 in the prior quarter, and the feature has recently expanded across several European markets. Robotaxis operate in about seven US cities, with fewer than 200 Cybercabs in operation, though Elon Musk has said the Cybercab could become Tesla's highest-volume vehicle. Tesla has installed its first Optimus production line with initial capacity of one million robots per year, expects initial deliveries in the second half of next year, starting in factories and warehouses, and the analyst sees Optimus in most American homes in roughly 15 to 20 years.
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TSLAearningselectric vehiclesElon Musk
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/20/2026 | 373.77 |
| Change that session | +1.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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