| TSLA |
Report |
Auto Gross Margin ex-credits (Q2 2026) |
BEAT |
pred ~18.5% vs. cons 18.07% |
MEDIUM |
| TSLA |
Report |
Diluted EPS Operating (Q2 2026) |
BEAT |
pred ~$0.57 vs. cons $0.552 |
MEDIUM |
| TSLA |
Report |
Energy Storage Deployed (Q2 2026) |
MISS |
pred ~13,500 MWh vs. cons 14,231 MWh |
HIGH |
| TSLA |
Guide |
CapEx FY2026 |
UNCHANGED |
guide reaffirm >$25B vs. cons ~$25.5B (UNVERIFIED) |
MEDIUM |
| TSLA |
Guide |
FCF FY2026 |
UNCHANGED |
guide reaffirm negative rest of year vs. cons -$2.58B Q2 |
HIGH |
| TSLA |
Guide |
Optimus SOP (qualitative) |
BETTER |
confirm SOP begun/imminent vs. no consensus |
MEDIUM |
| TSLA |
Guide |
Deliveries FY2026 (qualitative) |
UNCHANGED |
bullish color, no formal number vs. cons 1.70M units |
MEDIUM |
| TSLA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| TSLA |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — beat fades partially as CapEx/FCF overhang reasserts; archetype B 5-day avg -0.4%, adjusted up for oversold entry |
LOW |