Tesla Drops 7% Despite Blowout Q2 Delivery Beat, Nio Slips After Its ...
Tesla delivered 480,126 vehicles in the quarter, but investors sold the stock as competition and demand concerns overshadowed the beat.
- Tesla delivered 480,126 vehicles in Q2 2026 on Thursday, beating analyst expectations of roughly 406,600 units, yet shares fell approximately 7% despite the blowout report.
- Investors continued selling following the report, extending a pattern after recent quarterly announcements as markets focused on Tesla's broader competitive and financial outlook rather than headline deliveries.
- Tesla's strength came primarily from China, where wholesale deliveries reached 254,551; however, China's BYD retook the global lead with 557,090 fully electric car sales.
- The company's energy storage segment deployed 13.5 GWh, up more than 50% from Q1 2026, while Tesla works to ramp up production of its Semi electric truck and autonomous Cybercab.
- Chief Executive Elon Musk has repeatedly described the Optimus humanoid robot as a major long-term growth opportunity, and Tesla plans to accelerate its production.
14 Articles
14 Articles
Explained: Why Tesla shares crashed 7% to record worst single-day fall in 1 year despite record Q2 sales
Tesla shares plunged over 7% despite the EV maker reporting record second-quarter deliveries that beat Wall Street estimates. Analysts attributed the sell-off to profit booking after the stock's recent rally, with investors now focusing on Tesla's AI, robotaxi and self-driving ambitions for future growth.
Tesla Quarterly Deliveries Jump 25%. Here’s Why the Stock Fell Anyway.
Key PointsThe rebound in electric vehicles is a welcome sign for investors.However, the market already seemed to have priced in this rebound prior to the announcement.It's also possible that the EV rebound is less about the core business and more about external factors impacting the sector.These 10 stocks could mint the next wave of millionaires › After several quarters of a struggling electric vehicle (EV) business, Tesla (NASDAQ:TSLA) finally …
The American manufacturer Tesla, a specialist in electric vehicles and energy storage, announced on Thursday that it had delivered more than 480,000 vehicles worldwide in the second quarter, an increase of almost 25% from the beginning of 2025, when the brand's image was damaged.
Coverage Details
Bias Distribution
- 43% of the sources lean Right
Factuality
To view factuality data please Upgrade to Premium
