Nicholas Brown, Tech & Politics Correspondent, Stock Trader Network
Two of the market’s most influential companies report after the bell, and options traders are already positioning for meaningful moves.
Tesla (TSLA) is priced for an implied move of about 5.8%, or roughly $22 to $24 per share. Google parent Alphabet (GOOG) (GOOGL) is priced for a move of about 5.4%, or roughly $19 to $20 per share.
Tesla: What Wall Street Expects
- EPS: $0.54
- Revenue: $26.49 billion
If Tesla provides September-quarter guidance:
- EPS: $0.55
- Revenue: $27.39 billion
Investors will be looking for updates on:
- Robotaxi timing
- Optimus production
- Vehicle production outlook
- Tariff impact
- The broader economic environment
- Tesla-SpaceX (SPCX) speculation
The key questions:
- Can Tesla keep margins stable while continuing to push volume?
- How quickly is the Full Self-Driving (FSD) subscription business growing?
- Is cash flow holding up despite increased spending?
- Will management provide meaningful clarity on robotaxi timing or the Optimus production ramp?
Alphabet: What Wall Street Expects
- EPS: $2.91
- Revenue: $116.98 billion
If Alphabet provides September-quarter guidance:
- EPS: $3.01
- Revenue: $119.06 billion
Investors will be looking for updates on:
- Google Cloud and AI growth
- Capital spending
- Gemini
- The broader economic environment
The key questions:
- Can Google Cloud maintain its momentum?
- Will management address its capital-spending outlook and whether spending will remain elevated?
- Will Alphabet provide an update on reported delays involving Gemini 3.5 Pro?
