JPMorgan ($475→$445), Cantor Fitzgerald ($510→$485), Canaccord ($450→$410), and Truist ($430→$370) all lowered their Tesla price targets after the Q2 profit miss
A year after Musk promised robotaxis would expand at a "hyper-exponential rate," Tesla struck a more guarded tone on the July 22 earnings call
Musk told investors Tesla Semi's self-driving software should start working by early 2027
Musk didn't rule out a Tesla-SpaceX merger on Tesla's Q2 earnings call, citing "more and more overlap" between the two companies
Asked directly on the Q2 earnings call whether Hardware 3 cars will be upgraded for the latest FSD, Musk said it would be "financially sensible at some point"
Tesla's Q2 earnings deck touted 'expansion' with a cumulative paid-Robotaxi-miles chart topping 2.4 million
Tesla's Q2 revenue hit a record $28.2B (+26% YoY, beating the $26.3B consensus), but adjusted EPS of $0.33 badly missed the $0.50 estimate
French Transport Minister Philippe Tabarot said Tesla's FSD (Supervised) won't be approved "as it currently stands"
Electrek's analysis of NHTSA's Standing General Order data found Tesla reported 207 Autopilot and FSD crashes in May 2026 alone
Tesla App Updates spotted the first Optimus references in Tesla's smartphone app code, Teslarati reported
✓ = officially confirmed by Tesla. Others are estimates from historical patterns — see ir.tesla.com.