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Investing.com - Cantor Fitzgerald has reiterated its Overweight rating and $355.00 price target on Tesla (NASDAQ:TSLA), currently valued at over $1 trillion, following the company’s second-quarter 2025 earnings release. According to InvestingPro data, analyst targets for Tesla range widely from $115 to $500, reflecting the stock’s notable volatility (Beta: 2.4).
Tesla reported second-quarter revenue of approximately $22.5 billion, exceeding both Cantor Fitzgerald’s estimate of $21.0 billion and the aggregated sell-side consensus of $21.8 billion. The revenue figure represents a decrease from the $25.5 billion reported in the same quarter last year, with the company delivering 384,122 vehicles during the period.
The electric vehicle manufacturer posted a GAAP gross margin of 17.2% for the quarter, above analyst expectations of 16.6%. Excluding regulatory credits, the gross margin stood at 15.3%. Tesla’s non-GAAP diluted earnings per share came in at $0.40, surpassing Cantor Fitzgerald’s estimate of $0.36 and slightly above the sell-side consensus of $0.39.
Tesla’s Energy Generation and Storage business generated approximately $1 billion in revenue during the second quarter, down from $3 billion in the same period last year. The segment deployed 9.6 GWh of energy storage, falling short of the 11.8 GWh consensus estimate and showing a decrease from the 10.4 GWh deployed in the first quarter of 2025.
The company reported free cash flow of $146 million for the quarter, below analyst expectations of $356 million to $418.6 million. Tesla confirmed that plans for new vehicles to launch this year remain on track, including the initial production of a lower-priced vehicle which began in the first half of 2025.
In other recent news, Tesla is engaged in preliminary discussions with Nevada officials to potentially expand its self-driving vehicle operations in the state. This move aligns with Tesla’s strategy to grow its recently launched robotaxi service. Benchmark has maintained its Buy rating and a price target of $475 on Tesla ahead of its upcoming second-quarter results. The firm forecasts that Tesla will report revenues of approximately $22.7 billion for the quarter, indicating a 17% increase from the $19.3 billion recorded in the first quarter. Gene Munster of Deepwater Asset Management has highlighted the expansion of Tesla’s robotaxi service and the timing of a more affordable vehicle as key areas to watch in the company’s June earnings call. Additionally, a Bloomberg report noted that SpaceX has included language in its tender offer documents suggesting that Elon Musk might return to U.S. politics, though this development did not significantly impact investor sentiment. These recent developments reflect Tesla’s ongoing focus on autonomy and its strategic growth initiatives.
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