According to @garyblack00, Tesla’s Q4 consensus adjusted EPS is 0.44 and his estimate is 0.42, but he emphasizes that minor EPS deviations matter less than management commentary for the stock reaction (source: @garyblack00 on X; Tesla Investor Relations). He highlights that Elon Musk’s timeline to remove safety monitors from Tesla’s robotaxis in Austin and the Bay Area is the key near-term catalyst for the ride hailing roadmap (source: @garyblack00 on X). He adds that expectations for how quickly Tesla can scale unsupervised autonomous ride hailing to additional regions could drive positioning more than the headline EPS figure (source: @garyblack00 on X). He references Tesla’s earnings consensus information as the basis for the EPS discussion (source: Tesla Investor Relations).