Tesla delivered 480,126 vehicles in Q2 2026, beating estimates by 74,000 and the stock fell 7%. At 204x forward P/E, TSLA trades on AI and FSD, not deliveries. Here’s the full breakdown.

TradingKey16 hours ago

Tesla’s Q2 Deliveries of 480,000 Far Exceeded Expectations, Why Did the Stock Price Plunge 7.49% to Record the Biggest Drop in a Year?

TradingKey - On July 2 local time, Tesla (TSLA) released its production and delivery data for the second quarter of 2024, delivering a report card that far exceeded market expectations.

TradingKeyFri, Jul 3

Rivian (RIVN) Stock Price Forecast 2026: Q2 Beat Raises Guidance to 70,000 — Short Setup Intact?

Rivian beat Q2 2026 delivery guidance and raised full-year outlook to 70,000 vehicles on the day R2 debuted. RIVN at $18.68 with a double top forming. Is the rally justified or overextended?

TradingKeyFri, Jul 3

Tesla Rises for Fourth Day to Return to $430. Analysts Expect Q2 Deliveries to Beat Forecasts, Potentially Boosting Continued Stock Recovery

TradingKey - On July 1, Eastern Time, Tesla (TSLA) rose for the fourth consecutive day, gaining over 14% and pushing its share price back above $430. As of press time, the stock was up 1.71% at $427.79. Amid an overall slowdown in the global electric vehicle market, the market expects Tesla's second-quarter global deliveries to be approximately 396,500 vehicles, representing a year-on-year increase of about 3%.

TradingKeyWed, Jul 1

Relying on Overseas Orders, BYD Expected to Reclaim Global Pure Electric Sales Crown. Tesla Faces Being Overtaken

TradingKey - Against the backdrop of increasingly fierce competition in the global new energy vehicle market, Chinese automaker BYD is reclaiming its position from Tesla (TSLA) as the global leader in pure electric vehicle sales by accelerating its expansion into overseas markets.

TradingKeyWed, Jul 1

Tesla Stock Rises 5% to Reclaim $400 Mark; Musk Claims New AI Surpasses Claude, Morgan Stanley Raises Q2 Delivery Estimates

TradingKey - On June 29, Eastern Time, Tesla (TSLA) shares reclaimed the $400 mark, rising 5.83% to $401.84 as of press time. Tesla is scheduled to release its second-quarter delivery report this week, with Wall Street investment banks expecting deliveries to beat market expectations.

TradingKeyMon, Jun 29