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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dan Levy | Barclays | 8 | 0% |
| Emmanuel Rosner | Wolfe Research | 6 | 17% |
| Adam Jonas | Morgan Stanley | 6 | 17% |
| Pierre Ferragu | New Street Research | 5 | 20% |
| Colin Langan | Wells Fargo | 5 | 60% |
| Mark Delaney | Goldman Sachs | 4 | 0% |
| Will Stein | Truist Securities | 3 | 0% |
| Walter Piecyk | LightShed Partners | 2 | 0% |
| Dan Roeska | Bernstein | 2 | 0% |
| George Gianarikas | Canaccord Genuity | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 8 | 0% |
| Morgan Stanley | 2 | 7 | 14% |
| Wolfe Research | 1 | 6 | 17% |
| New Street Research |
| 1 |
| 5 |
| 20% |
| Wells Fargo | 1 | 5 | 60% |
| Goldman Sachs | 1 | 4 | 0% |
| Truist Securities | 1 | 3 | 0% |
| Bernstein | 1 | 2 | 0% |
Vehicle revenue growth recovered with some countries showing over 150% quarter-over-quarter delivery growth, as FSD adoption accelerated globally reaching nearly 1.3 million paid customers. Auto margins improved sequentially while a massive capital investment cycle continued with CAPEX expectations raised to over $25 billion for 2026. Battery pack capacity constraints emerged as a limiting factor for energy storage growth while robotaxi expansion continued with zero incidents reported.
Innovation & R&D | Product Launch | Capex Investment | Cloud & AI | Competitive Dynamics | Regulation Policy | Capital Allocation | Demand | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 1 | 1 | 2 | 1 | 1 |
| 2025Q1 | 2 | 3 | 2 | 3 | 1 | |||
| 2025Q2 | 3 | 4 | 1 | 1 | 1 | 2 | 1 | |
| 2025Q3 | 3 | 3 | 1 | 1 | 1 | 1 | 1 | |
| 2025Q4 | 2 | 1 | 2 | 1 | 2 | |||
| 2026Q1 | 5 | 1 | 3 | 1 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 3 | 2 | 3 | 3 | 2 | 5 |
| Product Launch | 2 | 3 | 4 | 3 | 1 | 1 |
| Capex Investment | 2 | 1 | 1 | 2 | 3 | |
| Cloud & AI | 1 | 2 | 1 | 1 | 1 | 1 |
| Competitive Dynamics | 1 | 3 | 2 | |||
| Regulation Policy | 2 | 1 | 1 | 2 | ||
| Capital Allocation | 1 | 2 | 1 | 2 | ||
| Demand | 1 | 1 | 1 | 1 |