Tesla, Inc. (TSLA)
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.
Tesla deliveries plunge 14% in latest quarter, and Elon Musk faces 2nd straight annual sales drop
Tesla posted another big drop in quarterly deliveries on Wednesday as demand falters due to backlash over Musk's political stance and an aging vehicle lineup.
Why Musk's Clash With Trump Matters for Tesla Investors
TSLA tumbles as Musk's escalating feud with Trump sparks investor anxiety ahead of a weak Q2 delivery report.
Tesla reports double-digit drop in second quarter vehicle deliveries
Tesla Inc (NASDAQ:TSLA) reported a 14% year-over-year decline in vehicle deliveries for the second quarter, hit by rising competition and boycotts due to CEO Elon Musk's involvement with the Trump administration. The company delivered approximately 384,000 units in Q2, slightly below the Wall Street consensus of 385,000 vehicles.
Tesla faces second straight year of falling sales after another bad quarter
Tesla delivered 384,122 vehicles in the second quarter of this year, wrapping up another weak quarter for the company as it struggles to bring the pace of sales back up to the level it was at in 2023.
Tesla's delivery numbers are out — and they're just as bad as Wall Street predicted
Tesla released its second-quarter vehicle delivery numbers on Wednesday. The company delivered 384,000 EVs, just below analysts' estimates.
Tesla's quarterly deliveries fall sharper than analysts' estimates
Tesla reported a sharper-than-expected fall in second-quarter deliveries on Wednesday, as intense competition and backlash against CEO Elon Musk's political stance hit global demand for its aging electric-vehicle lineup.
