Tesla (TSLA) is best known for cars and Robotaxi plans, but the article points to its energy storage business as a possible source of upside. Fiscal Q3 2026 sales of $28.0 billion were almost unchanged from a year earlier, while management said energy orders already reach into 2027 and Tesla is almost sold out of Megapacks for 2027. The energy segment brought in $12.8 billion of revenue in fiscal 2025, or 13.5% of the total, with sales up 26.6%, compared with $82.1 billion from cars. The energy gross margin rose to 33.1% in fiscal Q3 2026 from 20.4% the prior quarter, mainly due to tariff refunds and vendor-reimbursed warranty costs, so it is not yet a clean read on the business's profitability.
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TSLAelectric vehiclesenergy storagedata centersearnings
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.6T |
| Close on 11/03/2026 | 398.22 |
| Change that session | -1.39% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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