Tesla must do these 3 on its earnings call, or else
You can catch Opening Bid on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. With all due respect to JPMorgan (JPM) and Netflix (NFLX), the most important earnings report of the early earnings season will come on Tuesday by way of embattled Tesla (TSLA). The EV maker’s stock has been run over since President Trump’s Jan. 20 inauguration day, plunging 43%. It’s not hard to find reasons for the tanking. The public’s rebuke of DOGE master and Trump supporter Elon Musk has translated into falling sales. Meanwhile, Trump’s 145% tariffs on China risk Tesla getting the parts it needs to profitably grow a business like the Cybercab while also operating successfully in the country. “The turnaround vision must start this Tuesday night on the earnings conference call for Musk and Tesla,” tech analyst Dan Ives says. Here are three things that Musk must do on the earnings call to begin rebuilding investors' sentiment in the stock: Government exit timeline: Musk must tell investors when he plans to exit his DOGE role and get back to 100% focus on Tesla. Tariff impact: Musk (or other execs on the earnings call) must clearly quantify the financial impact of Trump’s tariffs on Tesla’s business. Turning Tesla around: Musk must articulate the turnaround plan for Tesla. Whether he likes it not, Tesla is now a turnaround story in the eyes of investors. The company may not be bloated cost-wise like typical turnarounds, but Musk has a lot to fix to get the top line back on track. For full episodes of Opening Bid, listen on your favorite podcast platform or watch on our website. Yahoo Finance's Opening Bid is produced by Langston Sessoms
