Tesla, Inc. (TSLA)
Butowsky: TSLA "Grossly Overpriced," A.I. Supplements "Pure Car Company"
Ed Butowsky was "surprised" that Tesla's (TSLA) vehicle deliveries came in at just above 384,000 for the quarter. He expected a "disaster" print despite sales already showing more than 10% year-over-year decline.
4 takeaways from Tesla's latest sales report
Wall Street doesn't appear spooked by Tesla's 13.5% year-over-year decline in vehicle deliveries. While the numbers were below analysts' average estimates, they came in above some of the lowest predictions.
The latest Musk-Trump feud is a 'nail in the coffin' moment for Tesla, investor Ross Gerber says
Tesla is threatened by Musk's fight with Trump, longtime investor Ross Gerber says. Gerber said he thinks Elon Musk's feud with the president is a "nail in the coffin" for the EV maker.
Tesla Critics Get It Wrong: Bloomberg Opinion's Winkler
The prevailing doomsday narrative about Tesla omits the positive sentiment shareholders have about the company, says Bloomberg Opinion Columnist Matt Winkler. Winkler discusses his thoughts on Tesla's future with Caroline Hyde and Ed Ludlow on "Bloomberg Tech".
Tesla Investors Focus on Autonomous Future
Tesla has enough cash to weather lower sales as it pivots to sales of full-self driving software, says Gene Munster, managing partner of Deepwater Asset Management. Munster joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
More bad news for Musk as Tesla deliveries miss mark again
Tesla's woes have deepened as latest production and deliveries figures showed a greater fall than expected.
Tesla: Another Miss, Another Rally -- We're Still Buying Ahead Of Q2
Tesla, Inc.'s Q2 deliveries missed expectations, following the trend since Q3'24; nonetheless, TSLA stock is in the green on already low expectations and Musk-driven sentiment. We maintain our Buy. Tesla's demand issue, price pressure from Chinese rivals, and lackluster Robotaxi launch continue to be big problems, but ones that have been priced into market sentiment for the near-term. Expectations for Tesla are already hovering at a low level, having been dragged down from initial expectations of 500,000 for the quarter to 387,000.
Tesla's energy storage business gets sucked into the company's downward spiral
Even Tesla's energy storage business, which has been a small, yet notable bright spot, can't escape the cloud that's hanging over the company.
Tesla Vs. Lucid: A Deep Dive On Whether You Should Buy Them Or Wait For Cheaper
Tesla, Inc. and Lucid Group, Inc. have both posted disappointing Q2 delivery results this week, adding to investor angst about looming EV demand risks. Aside from the July 9 tariff decision, the broader EV sector also faces another looming headwind ahead of the July 4 deadline on the Republican tax and spending bill. Specifically, the upcoming tax and spending bill threatens to terminate the current consumer EV tax credit by September 30, which could adversely impact U.S. EV adoption.
The Worst Is Behind Us For Tesla
I'm maintaining my Strong Buy on Tesla, Inc. stock at $300, and see the current pullback as an opportunity to accumulate ahead of a potentially strong second half. Both political headlines and core fundamentals drive Tesla's volatility, but long-term performance will depend on execution, especially in EVs and Robotaxis. Despite disappointing delivery numbers and fierce competition in China, Tesla's future value relies heavily on scaling robotaxi and FSD technologies.
Fmr. Tesla board member Steve Westly on deliveries decline: Tesla has to up it's game
Steve Westly, Fmr. Tesla board member, joins 'Money Movers' to discuss Tesla's deliveries decline in the second quarter and the path he believes the company needs to take from here.
Tesla Delivers 384K Cars, Now Let's See If The Earnings Can Keep The Illusion Alive
Tesla, Inc.'s valuation is still tied to CEO Elon Musk's narrative, but now his controversies are capping the upside and threatening the stock's premium. Q2 deliveries showed stabilization, not growth; year-over-year declines and market share losses in China and Europe remain concerning. Margins and profitability are far below historical highs, and even a revenue beat would only meet already-lowered expectations—nowhere near justifying the stock's lofty multiple.
