*Walter Bloomberg|Oct 23, 2025 10:51
TSLA - GOLDMAN SACHS ON TESLA:
Goldman’s Mark Delaney kept a Neutral rating and 400 target.
Q3 results were mixed — revenue beat, but EPS (0.50) and auto gross margin (15.4%) missed.
Goldman expects near-term volatility ahead of the Nov. 6 shareholder meeting, robotaxi updates, Q4 deliveries, and the Optimus 3 reveal.
Longer term, they see EPS growth from autonomy and robotics, but more modest than Tesla projects.(*Walter Bloomberg)
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