The verdict on Tesla is closer to a coin flip than the stock's history of extreme moves suggests.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Tesla (NASDAQ: TSLA) just delivered earnings that put two very different AI stories side by side.
The first phase of the artificial intelligence boom rewarded the companies building the digital infrastructure.
Tesla's Q2 delivery print reset the narrative. After two straight years of sales declines, Tesla (NASDAQ:TSLA | TSLA Price Prediction) reported 480,126 deliveries and 451,758 vehicles produced in Q2 2026, blowing past Wall Street expectations.
Tesla's (NASDAQ: TSLA | TSLA Price Prediction) Full Self-Driving (Supervised) is popular with owners.
Tesla (NASDAQ:TSLA | TSLA Price Prediction) just posted one of its cleanest quarters in years, and the market shrugged.
More robo-taxis would give Tesla stock a boost. Scaling the self-driving taxi business, however, has been harder than investors expect.
Tesla, Inc. remains my top long-term holding, driven by dominant Q2 deliveries and a robust multi-segment ecosystem. Q2 deliveries hit a record 480,126 vehicles (for any Q2), signaling a turnaround in core EV operations and potential for earnings beats. My Q2 estimates—$28.28B revenue, $0.51 EPS—are near the high end of consensus, with upside if margins outperform.
Citizens launched coverage of Tesla stock with a Hold rating and no price target.
Tesla (NASDAQ:TSLA | TSLA Price Prediction) is the most polarizing stock in the S&P 500.
Tesla stock (TSLA) fell on Wednesday as investors continued to look past the electric-vehicle maker's core automotive business and instead focused on the company's long-term artificial intelligence ambitions. Shares were down 2.2% at $393.91 in midday trading after falling 4% on Tuesday.
SpaceX (SPCX) has landed. The hunt for proxy stocks is still in play.