Analyst Consensus for Tesla Q1 2026: $21.4B Revenue, $0.16 GAAP EPS
According to a company-compiled consensus of 20 analysts, Tesla is expected to report Q1 2026 revenue of $21.4 billion and GAAP net income of $584 million.
- $21.4 billion
- $0.16
- $0.33
What Happened
Tesla has published a consensus of sell-side analyst estimates for the first quarter of 2026, compiled from 20 firms including Morgan Stanley, Goldman Sachs, and UBS. The average estimates project total revenues of $21,417 million, a gross margin of 17.5%, and GAAP net income of $584 million. Non-GAAP earnings per share, which excludes stock-based compensation and digital asset gains, average $0.33.
$21,417 millionUSD
Q1 2026 average estimate
$0.16
Q1 2026 average estimate
$0.33
Q1 2026 average estimate
Why this matters
The consensus gives investors a snapshot of Wall Street's expectations for Tesla's first-quarter performance, including key metrics like earnings per share and gross margin.
Terms in This Story
- GAAP
- Generally Accepted Accounting Principles, a common set of accounting rules.
- Non-GAAP
- Financial measures that exclude certain items to provide a clearer view of ongoing performance.
- Consensus estimate
- Average of forecasts from multiple analysts.
Summarised from the linked release; details can be imperfect — always verify against the original source.