

Investor's Corner
Tesla (TSLA) Q4 2020 earnings call with Elon Musk set for January 27
Tesla (NASDAQ: TSLA) will be posting its Q4 2020 financial results on Wednesday, January 27, 2021. After the closing bell, the company will release a brief advisory with a link to its Q4 2020 Update Letter. TSLA will hold its regular Q&A session for the third quarter at 2:30 PM PST (5:30 PM EST). Retail and institutional investors, along with analysts, will discuss the all-electric car maker’s financial results for the fourth quarter.
Tesla posted its Q4 2020 vehicle production and deliveries report on January 2, revealing that it had once again performed in record fashion. The company reported total production of 179,757 vehicles and total deliveries of 180,570 units in Q4. Among this number, Tesla delivered 161,650 Model 3 and Model Y vehicles and 18,920 Model S and Model X vehicles. Additionally, Tesla reached its 500,000 vehicle production goal by manufacturing 509,737 cars in 2020 and delivering 499,550 of them.
Perhaps the biggest development from the Q3 Earnings Call was Tesla’s record quarter, which started the momentum for Q4 as the company attempted to reach its lofty delivery and production goals. Tesla had been forced to close its vehicle production facilities in Fremont, California, and Shanghai, China, during Q1 and Q2, making the goals seem unreasonable. However, Tesla rallied to increase production and keep up with ever-growing demand to reach the goal, making 2020 the biggest year for the automaker yet.
Tesla stock also surged over 700% in 2020, making it one of Wall Street’s biggest winners in the pandemic year. Tesla’s surge in valuation was fueled by continuous developments in battery and EV tech, along with proven growth in the U.S. and international markets. Tesla continues to scale its massive push toward becoming a global force in the automotive sector and will open two new Gigafactories this year: one in Germany and one in Austin, Texas.
Tesla released information for the Q4 2020 Earnings Call on its Investor Relations website:
“PALO ALTO, Calif., January 14, 2021 – Tesla will post its financial results for the fourth quarter and full-year ended December 31, 2020 after market close on Wednesday, January 27, 2021. At that time, Tesla will issue a brief advisory containing a link to the Q4 and full year 2020 update, which will be available on Tesla’s Investor Relations website. Tesla management will hold a live question and answer webcast that day at 3:30 p.m. Pacific Time (6:30 p.m. Eastern Time) to discuss the Company’s financial and business results and outlook.”
Disclosure: Joey Klender is a TSLA Shareholder.
Investor's Corner
Tesla analysts are expecting the stock to go Plaid Mode soon

Tesla (NASDAQ: TSLA) has had a few weeks of overwhelmingly bullish events, and it is inciting several analysts to change their price targets as they expect the stock to potentially go Plaid Mode in the near future.
Over the past week, Tesla has not only posted record deliveries for a single quarter, but it has also rolled out its most robust Full Self-Driving (Supervised) update in a year. The new version is more capable than ever before.
Tesla Full Self-Driving v14.1 first impressions: Robotaxi-like features arrive
However, these are not the only things moving the company’s overall consensus on Wall Street toward a more bullish tone. There are, in fact, several things that Tesla has in the works that are inciting stronger expectations from analysts in New York.
TD Cowen
TD Cowen increased its price target for Tesla shares from $374 to $509 and gave the stock a ‘Buy’ rating, based on several factors.
Initially, Tesla’s positive deliveries report for Q3 set a bullish tone, which TD Cowen objectively evaluated and recognized as a strong sign. Additionally, the company’s firm stance on ensuring CEO Elon Musk is paid is a positive, as it keeps him with Tesla for more time.
Elon Musk: Trillionaire Tesla pay package is about influence, not wealth
Musk, who achieved each of the tranches on his last pay package, could obtain the elusive title as the world’s first-ever trillionaire, granted he helps Tesla grow considerably over the next decade.
Stifel
Stifel also increased its price target on Tesla from $440 to $483, citing the improvements Tesla made with its Full Self-Driving suite.
The rollout of FSD v14.1 has been a major step forward for the company. Although it’s in its early stages, Musk has said there will be improved versions coming within the next two weeks.
Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements
Analysts at the firm also believe the company has a chance to push an Unsupervised version of FSD by the end of the year, but this seems like it’s out of the question currently.
It broke down the company’s FSD suite as worth $213 per share, while Robotaxi and Optimus had a $140 per share and $29 per share analysis, respectively.
Stifel sees Tesla as a major player not only in the self-driving industry but also in AI as a whole, which is something Musk has truly pushed for this year.
UBS
While many firms believe the company is on its way to doing great things and that stock prices will rise from their current level of roughly $430, other firms see it differently.
UBS said it still holds its ‘Sell’ rating on Tesla shares, but it did increase its price target from $215 to $247.
It said this week in a note to investors that it adjusted higher because of the positive deliveries and its potential value with AI and autonomy. However, it also remains cautious on the stock, especially considering the risks in Q4, as nobody truly knows how deliveries will stack up.
In the last month, Tesla shares are up 24 percent.
Investor's Corner
Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements
Stifel also maintained a “Buy” rating for the electric vehicle maker.

Investment firm Stifel has raised its price target for Tesla (NASDAQ:TSLA) shares to $483 from $440 over increased confidence in the company’s self-driving and Robotaxi programs. The new price target suggests an 11.5% upside from Tesla’s closing price on Tuesday.
Stifel also maintained a “Buy” rating despite acknowledging that Tesla’s timeline for fully unsupervised driving may be ambitious.
Building confidence
In a note to clients, Stifel stated that it believes “Tesla is making progress with modest advancements in its Robotaxi network and FSD,” as noted in a report from Investing.com. The firm expects unsupervised FSD to become available for personal use in the U.S. by the end of 2025, with a wider ride-hailing rollout potentially covering half of the U.S. population by year-end.
Stifel also noted that Tesla’s Robotaxi fleet could expand from “tiny to gigantic” within a short time frame, possibly making a material financial impact to the company by late 2026. The firm views Tesla’s vision-based approach to autonomy as central to this long-term growth, suggesting that continued advancements could unlock new revenue streams across both consumer and mobility sectors.
Tesla’s FSD goals still ambitious
While Stifel’s tone remains optimistic, the firm’s analysts acknowledged that Tesla’s aggressive autonomy timeline may face execution challenges. The note described the 2025 unsupervised FSD target as “a stretch,” though still achievable in the medium term.
“We believe Tesla is making progress with modest advancements in its Robotaxi network and FSD. The company has high expectations for its camera-based approach including; 1) Unsupervised FSD to be available for personal use in the United States by year-end 2025, which appears to be a stretch but seems more likely in the medium term; 2) that it will ‘probably have ride hailing in probably half of the populations of the U.S. by the end of the year’,” the firm noted.
Investor's Corner
Cantor Fitzgerald reaffirms bullish view on Tesla after record Q3 deliveries
The firm reiterated its Overweight rating and $355 price target.

Cantor Fitzgerald is maintaining its bullish outlook on Tesla (NASDAQ:TSLA) following the company’s record-breaking third quarter of 2025.
The firm reiterated its Overweight rating and $355 price target, citing strong delivery results driven by a rush of consumer purchases ahead of the end of the federal tax credit on September 30.
On Tesla’s vehicle deliveries in Q3 2025
During the third quarter of 2025, Tesla delivered a total of 497,099 vehicles, significantly beating analyst expectations of 443,079 vehicles. As per Cantor Fitzgerald, this was likely affected by customers rushing at the end of Q3 to purchase an EV due to the end of the federal tax credit, as noted in an Investing.com report.
“On 10/2, TSLA pre-announced that it delivered 497,099 vehicles in 3Q25 (its highest quarterly delivery in company history), significantly above Company consensus of 443,079, and above 384,122 in 2Q25. This was due primarily to a ‘push forward effect’ from consumers who rushed to purchase or lease EVs ahead of the $7,500 EV tax credit expiring on 9/30,” the firm wrote in its note.
A bright spot in Tesla Energy
Cantor Fitzgerald also highlighted that while Tesla’s full-year production and deliveries would likely fall short of 2024’s 1.8 million total, Tesla’s energy storage business remains a bright spot in the company’s results.
“Tesla also announced that it had deployed 12.5 GWh of energy storage products in 3Q25, its highest in company history vs. our estimate/Visible Alpha consensus of 11.5/10.9 GWh (and vs. ~6.9 GWh in 3Q24). Tesla’s Energy Storage has now deployed more products YTD than all of last year, which is encouraging. We expect Energy Storage revenue to surpass $12B this year, and to account for ~15% of total revenue,” the firm stated.
Tesla’s strong Q3 results have helped lift its market capitalization to $1.47 trillion as of writing. The company also teased a new product reveal on X set for October 7, which the firm stated could serve as another near-term catalyst.
-
News14 hours ago
Tesla reportedly places large order for robot parts, hinting that Optimus V3 design is all but finalized
-
News8 hours ago
Tesla makes big move with its Insurance program
-
News2 days ago
Tesla Autopilot visualization gets big upgrade with tons of new additions
-
News1 week ago
Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here
-
News1 week ago
Tesla all but confirms that affordable Model Y is coming Tuesday
-
News1 week ago
Tesla Optimus steals the show during TRON: ARES premiere
-
News22 minutes ago
Tesla launches ‘Mad Max’ Full Self-Driving Speed Profile, its fastest yet
-
Elon Musk13 hours ago
Starship’s next chapter: SpaceX eyes tower catch after flawless Flight 11