Elon Musk Has Mojo Back, As Tesla Quarterly Deliveries Skyrocket

1 day ago 1

Gerelyn Terzo

Fri, July 10, 2026 astatine 11:04 AM CDT 4 min read

Quick Read

Tesla's 480,126 Q2 deliveries crushed the 406,000 Wall Street estimate, a 25% year-over-year leap and the champion Q2 successful institution history.
UBS raised TSLA's terms people to $442 and JPMorgan called a imaginable SpaceX merger 'strategically coherent' arsenic carnal AI dominates the bull case.
Tesla plans $25 cardinal successful capex this twelvemonth connected Optimus robots and autonomous Cybercabs up of July 22 earnings, a fig that is triple past year's outlay.
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Tesla's Q2 transportation people reset the narrative. After 2 consecutive years of income declines, Tesla (NASDAQ:TSLA) reported 480,126 deliveries and 451,758 vehicles produced successful Q2 2026, blowing past Wall Street expectations. A Tesla-compiled statement had targeted 406,024 deliveries, portion StreetAccount's mean was 406,600. Bloomberg called it a 25% leap from the year-earlier play and the champion Q2 show successful institution history.

The bushed wasn't a fluke of casual comps. CFRA's Garrett Nelson was cited by Bloomberg arsenic saying, "This was a overmuch stronger than expected deliveries number, which we deliberation was chiefly driven by China and Europe." Energy retention deployments came successful astatine 13.5 GWh, up implicit 50% from Q1 2026.

The Market Is Already Looking Past the Cars

Despite the beat, Tesla shares fell 7.5% connected Thursday July 2, the steepest driblet since July 2025, aft 4 consecutive up days including a astir 8% beforehand connected Monday. Karobaar Capital CIO Haris Khurshid told Bloomberg: "Once the quality really arrived determination conscionable wasn't arsenic overmuch near to get excited about."

Shares person since stabilized. TSLA closed astatine $406.55 connected July 9. Prediction markets connected Polymarket are pricing a 72.5% probability of an up time connected July 10, with month-end targets skewing bullish (69% probability of hitting $435 successful July).

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