6 things to look for in the “update of the company” of Tesla Tuesday

It is not a secret for anyone that Tesla experienced a difficult start for the year, but the report and the presentation of the results of the company Tuesday will offer a clearer image of its financial performance.

There could also be important announcements and updates of its product roadmap.

Before the highly anticipated statement of the results, Tesla fans highlighted a change in the usual mention of the company call for monitoring with analysts to discuss the results of the profits. In this year’s press release, Tesla mentions that there will be a “business update”. Although it can be just another way of describing a profit call, the change of wording has aroused speculation that something greater could be in preparation.

Tesla relied on this mystery. When an eminent fan of Tesla asked her disciples of reflections on the wording, the official account of Tesla replied that this “secretly” “appreciated” the reading of the theories you offer “.

Anyway, the presentation of Tesla’s gains will be closely followed by Wall Street when it arrives at a turbulent moment for Elon Musk and the automaker, which has important launches planned for this year.

This is what Wall Street and Tesla fans will keep an eye on.

1. The impact of Elon Musk’s backlash on Tesla’s bottom line

We already know that Tesla’s deliveries for the first quarter were worse than the planned analysts – but Tuesday’s report will provide more details.

In recent months, a growing Boycott movement of Tesla has sparked hundreds of demonstrations across the country and has applied pressure on the owners to throw their vehicles and its stocks. This has also led to a series of vandalism incidents involving criminal fire, gunshots and graffiti.

While some analysts initially declared that they had not seen protests largely affecting purchasing decisions, Tesla has seen global sales reductions since the start of the year, including in several European countries and key markets such as China and the United States.

While the movement continues, investors and fans will listen to an overview of the quantity of its income and its profits, and sales of products like Cybertruck, which has become a frequent target of harassment and vandalism.

2. A possible end date for the work of the Doges of Elon Musk

While Tesla continues to deal with a conspicuation of Musk’s political work with the Trump administration, investors are increasingly exerting the pressure on the CEO to withdraw from its government role.

Wedbush Securities analyst and Tesla Bull Dan Ives said in a note on Sunday that the electric vehicle giant is confronted with a “red situation of the code” if Musk continues his government work. Ives also raised concerns last month when Tesla’s action was dowmed as a result of down sales and a series of demonstrations.

The effort of the temporary government intended to finish its work by July 4, 2026, but Politico reported that Trump had said to his tightening circle that Musk planned to leave his role shortly (the White House then denied the report).

While Tesla’s long -standing investor, Ross Gerber, said that “The damage is made “of the involvement of Musk with Doge without a clear means of repairing the perception of the brand, Barclays analyst Dan Levy wrote in a note Thursday that Musk moved away from Doge would be a “key positive”.

“This is particularly the case given the high importance of AI /
Autonomy / bots at Tesla’s thesis, with Elon Musk, fairly central to the story, “said Levy in the note.

3. An update on a “more affordable” Tesla

The long -awaited EV of Tesla at a lower cost will be another hot topic to watch. Tesla previously said that the production of a “more affordable” vehicle, which suggested that reports could be a stripped model, was on the right track to start production in the first semester, which would mean at the end of June. However, the production of the cheaper model of Tesla is now repelled at 2026, Reuters reported on Friday.

The vehicle of less than $ 30,000 would likely help to stimulate sales for the automaker, which has been faced with competition from prices with competitors in China, and has also seen the impacts of the slowdown in the adoption of the EV. Analysts said the deadline of June was the key to Tesla to strike.

4. Deployment of the Robotaxi service in Austin

The uncertainty surrounding the VE at a lower cost of Tesla adds to the pressure of the Tesla other Large location planned this year – the deployment of its Robotaxi service, which also has a deadline of June.

Musk said during the company Fourth quarter profits call That Tesla intended to launch a Robotaxi service paid in Austin in June. Musk said that after having tested the waters in Austin and ensuring that everything is going well, the company plans to launch in California by the end of the year and “everywhere in North America next year”.

Although the deployment of Robotaxi does not help the company to solve the problem of its aging range of cars, this is an important step in the company’s push for an autonomous carpooling service, which was a pillar of the company’s objective.

“The launch planned by Tesla de FSD not supervised / driverless in Austin in June could lead to additional excitement, and we could see the interest in Tesla accelerating in the event – even if it is not clear how Tesla will monetize on this front,” wrote Barclays analyst, Dan Levy, in a note Thursday.

5. ROBOT HUMANOID OPTIMUS

Musk said that Tesla’s Optimus Humanoïdes Robots are the most precious asset of the company. Although Musk had no certainty on a calendar for Optimus in calling the results of the fourth quarter of the company, he declared during a surprise of all staff members last month that Tesla hopes to produce around 5,000 Optimus robots this year.

Musk added that Tesla aims to have enough parts to produce 10,000 or 12,000 robots. As a new product, he said he had the impression that it would be a success if Tesla could reach half of this number.

With any product which is probably still through generating significant income, Wall Street will seek an update of concrete status and if things are always on the right track.

6. Impact of Trump prices

Tesla’s financial director Vaibhav Taneja said in the company’s latest profit call that Trump prices would have an impact on the automotive business and profitability. The CFO said that although the company has tried to locate its supply chain, it is still “very dependent on parts around the world” for all its companies.

While Tesla has global assembly factories, such as in Germany and China, its vehicles sold in the United States are manufactured in California and Texas. This places Tesla in a better position than its rivals like Ford and GM.

But that does not mean that Tesla is immune to pricing impacts or those that other countries place in the United States in response. Tesla has recently stopped sending the variants of the S model and the X model, which are both produced in the United States, to Chinese buyers after the country has placed prices on American imports.

Investors will seek more clarity on what Trump’s trade war means for the company and its range of products.

Tesla reports her income after the Bell Tuesday, and Business Insider will be live on the results and update of the subsequent company – you can follow the BI home page.