# What's next for Tesla after Q2 delivery results? — retained record

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source: [news](https://highsignal.app/data/news) (news:seeking-alpha)  published 2026-07-12 04:25 ingested 2026-07-12 08:04

[original source ↗](https://seekingalpha.com/news/4612949-whats-next-for-tesla-after-q2-delivery-results?utm_source=feed_news_all&utm_medium=referral&feed_item_type=news)

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What's next for Tesla after Q2 delivery results?

Jul 12, 2026, 12:25 AM ETTesla, Inc. (TSLA) StockBYDDFBy : Khushi Singh, SA News Editor

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Tesla (TSLA) delivered a record 480,126 vehicles in Q2 2026, up 25% year-over-year, while producing about 452,000 vehicles during the quarter. Despite the strong delivery beat, shares slumped 8% following the report, with the stock now down more than 9% year

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Quick Insights

Analyst views are split; some argue strong growth prospects justify it, while others say ongoing automotive weakness and expensive multiples do not support current valuation.

Tesla's market share in China is declining as BYD overtook Tesla in global EV volume and homegrown Chinese brands now dominate new EV sales; the Shanghai factory operates well below full capacity.

Tesla's energy storage deployments and FSD subscriptions are improving, but critics argue they have not yet significantly contributed to revenue or offset core automotive challenges.
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