
Sign up to save your podcasts
Or


Goldman Sachs' Tesla Q2'25 analysis shows: Non-GAAP EPS $0.40 beats estimate by 14%, revenue $22.49B exceeds forecast by 2%. Auto gross margin 15.0% significantly outperforms, energy margin 30.3% becomes highest-profit segment. Company withdrew 2025 growth outlook due to policy uncertainty, Goldman forecasts 11% delivery decline. Maintains Neutral rating with $285 target price.
By Wall Street PodcastGoldman Sachs' Tesla Q2'25 analysis shows: Non-GAAP EPS $0.40 beats estimate by 14%, revenue $22.49B exceeds forecast by 2%. Auto gross margin 15.0% significantly outperforms, energy margin 30.3% becomes highest-profit segment. Company withdrew 2025 growth outlook due to policy uncertainty, Goldman forecasts 11% delivery decline. Maintains Neutral rating with $285 target price.