Tesla Q2 Preview: Deliveries Dip, Robotaxi Hype
Even with softer deliveries, the shares remain popular among retail investors. They will focus on the pace of the Full Self-Driving rollout, updates from the Austin robotaxi pilot, and a timeline for the long-promised lower-cost model. Investors will also watch whether automotive gross margin, projected to slip from 18% a year ago, stabilizes despite new incentives compressing average selling prices, and how rising tariffs flow through to the bottom line. The newly signed Big Beautiful Bill removes federal EV tax credits, adding further pressure to U.S. demand and eroding regulatory-credit revenue.
After publicly backing Donald Trump, later feuding with him, and now launching his own political party, CEO Elon Musk is likely to face questions about whether politics could distract from execution.
Energy generation and storage remain a small slice of sales but are growing quickly. Investors will look for evidence that momentum continues. Meanwhile, options pricing implies a 7% swing around the print, underscoring the need for a compelling AI-and-margin story to keep sentiment buoyant.
This article first appeared on GuruFocus.
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