Tesla stock
Tesla released its Q2 2026 production and delivery report on July 2, 2026, reporting 480,126 vehicle deliveries and 451,758 units produced. The delivery figures significantly exceeded the analyst consensus of 406,000 units, marking a 25% year--over--year increase fueled by a demand rebound in Europe. Furthermore, the company deployed a record 13.5 GWh of energy storage products during the quarter. Despite the operational beat, the stock fell approximately 8% on the day of the announcement, as investors weighed the results against broader macroeconomic pressures and a revealed short position by Michael Burry.