Tesla (TSLA) is slated to report its Q4 2025 earnings on Wednesday, with analysts honing in on which direction its stock will move. Analyst consensus has Tesla EPS falling 38% to 45 cents with revenue declining 4% to $24.78 billion, according to FactSet. However, investors and analysts are expected to be much more interested in the contents of the earnings call and what updates CEO Elon Musk might have on numerous Tesla projects.

Robotaxi scaling, self-driving vehicles and technology, along with the Optimus robot and more, will likely be on the menu of the call. Musk touched on some of these topics at the recent Davos World Economic Conference in Switzerland. TSLA’s shares moved slightly upward following the conclusion of his segment, which gives insight into how his dialogue on the upcoming earnings call could shift TSLA.

Furthermore, last Thursday, Elon Musk confirmed that Tesla removed safety monitors from some robotaxis operating in Austin. However, investors would like clarity on whether those monitors have simply moved to chase vehicles that are following the robotaxis. It’s also unclear whether there have been any robotaxi rides without safety monitors in the vehicles since Thursday. Meanwhile, Tesla discontinued Autopilot for new EV purchases in the U.S. and Canada, with Musk suggesting supervised FSD subscription rates may be rising soon. Tesla already plans to end outright FSD purchases for $8,000 after February 14.

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Recently, Morgan Stanley bank reiterated an Equal-weight (Neutral) rating on Tesla stock while keeping its $425 price target unchanged. The analysis revealed that despite recent meaningful developments, the earnings report is not enough to prompt a near-term rethink of the stock. Furthermore, Tesla’s recent delivery numbers have declined over the past year, which could eat into TSLA’s revenue numbers. Hence, Morgan Stanley sees the stock falling this week after earnings.

At press time, TSLA is trading near the top of its 52-week range and above its 200-day simple moving average.