TSLA ▼ -0.9% - Tesla, Inc. $TSLA JP Morgan cuts 3Q EPS estimate on Tesla to $0.36 from $0.49. Consensus: $0.43. "For the stock, shares are likely to remain anchored by long-term opportunities tied to robotaxi and Optimus coupled with other adjacent opportunities such as distributed inference and compute infrastructure and related feedback loops into the core auto business. That said, into 3Q26 EPS, we believe automotive deliveries, related profitability and updates on capex outlook are likely to drive shares, and we see risk of continued negative revisions to FY27 consensus." 28-SEP-2026 05:27 AM ET