*Walter Bloomberg(@DeItaone):$TSLA - GOLDMAN: TESLA’S AI STORY MATTERS MORE THAN Q3 EARNINGS Goldman Sachs reiterated its Neutral rating and $360 price target on Tesla ahead of Q3 earnings. The bank expects improving vehicle revenue from the Model Y L ramp, but says higher costs and capex could limit 2026 EPS upside. Goldman believes robotaxis, FSD and humanoid robots will matter more for Tesla’s stock reaction than Q3 earnings themselves.

2026.10.06 10:10

$TSLA - GOLDMAN: TESLA’S AI STORY MATTERS MORE THAN Q3 EARNINGS Goldman Sachs reiterated its Neutral rating and $360 price target on Tesla ahead of Q3 earnings. The bank expects improving vehicle revenue from the Model Y L ramp, but says higher costs and capex could limit 2026 EPS upside. Goldman believes robotaxis, FSD and humanoid robots will matter more for Tesla’s stock reaction than Q3 earnings themselves.