Prediction: Tesla Stock Will Reach This Price in July (Hint: It's Going to Plummet)

1 month ago 27

Adam Spatacco, The Motley Fool

Wed, July 8, 2026 astatine 7:40 AM CDT 4 min read

It's nary concealed that Tesla (NASDAQ: TSLA) is 1 of the astir narrative-driven stocks successful the market. The company's valuation hinges little connected its gross and profitability numbers, and much connected whether investors judge it volition successfully germinate into an artificial quality (AI) level concern with merchandise lines spanning autonomous vehicles and humanoid robotics.

The bull lawsuit centers connected Tesla scaling up its accumulation of self-driving vehicles and proving that determination is simply a marketplace for its humanoid Optimus robots. These innovations purpose to make wholly caller gross streams acold larger than the electrical conveyance (EV) and vigor retention businesses that predominate its financials today.

Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »

On the different hand, the carnivore lawsuit emphasizes that those aforesaid projects person experienced repeated delays and are incurring mounting superior expenditures with small successful the mode of near-term returns, portion Tesla's halfway EV concern has yet to show durable pricing powerfulness oregon borderline expansion.

Tesla's second-quarter net study is slated for July 22, and maturation investors whitethorn beryllium wondering however the banal volition respond to that information readout, peculiarly fixed the polarized views astir Elon Musk's ambitious imaginativeness for the company.

An capitalist looks shocked aft checking their portfolio balance.

Tesla crushed Q2 EV transportation estimates, but questions stay

Earlier this month, Tesla published its conveyance transportation figures for the 2nd quarter. The institution delivered 480,126 vehicles, comfortably up of the 406,024 statement among sell-side analysts. All told, deliveries roseate by 25% twelvemonth implicit twelvemonth and 34% sequentially. The company's vigor retention deployments of 13.5 gigawatt-hours further underscored its momentum extracurricular the EV business.

These figures were affirmative signals regarding Tesla's top-line automotive revenue. With astir 74,000 much vehicles delivered than Wall Street expected, adjacent blimpish mean selling prices should construe to a meaningful bushed connected automotive revenue.

However, the lack of pricing details means investors cannot yet afloat justice whether accelerating gross volition construe into expanding gross margins. If a higher proportionality of lower-priced vehicles were sold, oregon if leasing enactment increased, that could person diminished the company's gross upside.