Earnings Reports 2 February 2026

July 10, 2026, 5:02 PM EDT. Tesla handed over 480,126 cars in Q2, a record that beat estimates by 19.2%. Deliveries ran 28,368 ahead of production, signaling inventory fell by 5.9%. Shares picked up 0.8% to $410, but the stock is still down 3.7% since July 1. Investors are waiting for results July 22 to see if lower inventories will boost prices, margins, and cash. Analysts are split. UBS lifted its price target to $442, while Citizens stayed cautious on AI and robot plans. Tesla's robotaxi debut in Miami drove a 6.7% bounce, but worries remain about profit and future growth.