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Oct 23, 2026

Earnings Recap: Tesla Beats on EPS, Deliveries Top Estimates โ€” Stock Still Falls 3% on Capex Debate

Tesla Q3 2026: $28.05B revenue roughly flat YoY, non-GAAP EPS of $0.48 beats estimates, 486,532 deliveries crush consensus โ€” but investors fixate on 2027-28 Optimus/Cybercab/Terafab spending.