Tesla shares fell 3.5% in pre-market trading! Q1 revenue beat expectations, but concerns arise over future spending exceeding $25 billion.

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Tesla's Q1 2026 earnings report was released after the market closed yesterday. Revenue reached $22.4B, up 16% year-over-year, with EPS at 41 cents and a gross margin of 21.1%, all beating expectations and showing a strong balance sheet. However, during the earnings call, Musk and the CFO announced that the full-year 2026 capital expenditure would be revised upward to over $25B, nearly triple the $8.6B spent in 2025. Compounded by the rumor of FSD officially entering China falling through on the same day, pre-market losses for the stock widened to 3.5%. (Context: Musk warned of severe shortages in AI chips and memory, with Terafab being built at Giga Texas, burning $3 billion to run Intel 14A for SpaceX deliveries.) (Background: Musk's Terafab is poaching talent in Taiwan, offering triple salaries for 2nm and CoWoS expertise; TSMC's C.C. Wei stated: "There are no shortcuts in this industry.") Tesla's Q1 earnings figures were impressive, with quarterly revenue of $22.4B exceeding the expected $21.4B, a 16% year-over-year increase, marking the highest quarterly growth rate in nearly three years. EPS was 41 cents, beating the expected 37 cents; the gross margin was 21.1%, up 478 basis points year-over-year, a significant jump from 16.3% in the same period last year. The stock price surged initially after the report, with the financials looking solid. However, as of press time before the US market open, TSLA was down -3.28% to around $372. Investment analysts believe that during yesterday's earnings call, Musk and the CFO announced that the full-year 2026 capital expenditure was revised upward again from the previous quarter's estimate of $20 billion to over $25 billion, nearly tripling compared to the $8.6 billion spent in 2025. On the same day, rumors of FSD officially entering the Chinese market were confirmed to be false. The TSLA-USDC perpetual contract on the Hyperliquid platform is currently trading at $374, with the crypto market reacting one step ahead of the stock market.

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Published:2026-04-23 09:37:29

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