Americans bought a record number of electric vehicles in the third quarter. What’s more, EVs accounted for almost 9% of all new-car sales.

The electric vehicle (EV) pioneer's stock is at risk of taking another big hit if Musk and his team don't overdeliver on Q3 results -- or at least earnings call data.

"Waymo is now hosting 100k rides per week in major cities, so we expect more from TSLA's demo," Wells Fargo analyst Colin Langan said.