Tesla Ramping Megapack Production ‘As Much As Possible’ After 2027 Capacity Nearly Sold Out Amid Data Center Demand
Yahoo Finance ·
In the third quarter, Tesla deployed 13.7 GWh of energy storage, its second-best quarter on record.Gross margins for the energy segment improved sharply to 33.1% in Q3 from 20.4% in the second quarter.On Tesla’s earnings call, Musk and CFO Vaibhav Taneja highlighted extreme demand from AI data centers.Tesla (TSLA) CEO Elon Musk said on Thursday that the company is “increasing production of Megapacks as much as possible” to meet strong energy storage orders that have left nearly all 2027 capacity sold out before the year begins.Tesla Energy Segment Scales In Q3In the third quarter, Tesla deployed 13.7 GWh of energy storage, its second-best quarter on record. Energy generation and storage revenue reached $2.88 billion, though this was down 16% year-over-year partly due to tariff-related customer refunds. Gross margins for the segment improved sharply to 33.1% from 20.4% in the second quarter, supported by higher selling prices and warranty adjustments.On the earnings call, Musk and CFO Vaibhav Taneja highlighted extreme demand from AI data centers, which require rapid, reliable power and storage solutions. The company reported its highest-ever order rate and backlog for energy storage products in the quarter. Musk noted Tesla is “almost sold out of all Megapacks for 2027” and expects gross margins on the business to increase meaningfully as production scales.Tesla is addressing the surge by expanding Megapack manufacturing. Megapack is a large-scale, utility-grade battery energy storage system, capable of storing up to several megawatt-hours of energy per unit.Tesla’s new Texas Megafactory began production in Q3 with a planned annual capacity of 50 GWh, joining facilities in California and Shanghai for a combined nameplate capacity of roughly 110 GWh.Earlier today, Morgan Stanley raised the price target on TSLA to $410 from $400, citing improving energy fundamentals, among other reasons.How Did TSLA Retail Traders React?On Stocktwits, retail sentiment around TSLA stock jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.TSLA stock has dropped 17% year-to-date. Read More: SpaceX Reportedly Eyes 80,000 Cell Sites In Push To Become Fourth US Wireless Carrier: T, TMUS, VZ Stocks Slip After-HoursFor updates and corrections, email newsroom[at]stocktwits[dot]com.
AI 시장 분석
Tesla deployed 13.7 GWh of energy storage in the third quarter, marking its second-highest performance on record, while the energy division's gross margin surged from 20.4% in the previous quarter to 33.1%. CEO Elon Musk stated that Megapack production is nearly sold out through 2027 due to explosive demand from AI data centers. Citing these fundamental improvements in the energy sector, Morgan Stanley raised Tesla's price target to $410. Investors are paying close attention to the steep earnings growth of the battery energy storage system, maintaining a positive outlook.
상승 영향
- Electric Vehicles — Tesla's third-quarter energy storage deployments reached 13.7 GWh and the gross margin surged to 33.1%, proving the diversification of profitability.
- AI — Due to surging power storage demand from AI data centers, Tesla's Megapack production through 2027 is nearly sold out, demonstrating related infrastructure demand.
DYAX 전담 분석
Tesla's energy division recorded a high gross margin of 33.1% in the third quarter, driven by the surge in power demand from AI data centers. With the operation of the new Megafactory in Texas securing an annual production capacity of 110 GWh, it is establishing itself as a core driver for future revenue and profit growth.
The bullish scenario is that accelerated Megapack production expansion will lead the overall performance of the energy business, while the bearish scenario is that margins will be damaged by supply chain bottlenecks or tariff issues. Key monitoring indicators are the Megapack order backlog and the quarterly energy division margin rate.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
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