🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 Earnings Ahead: Tesla will release its second-quarter earnings on July 22, 2026. The company has already reported over 480,000 vehicle deliveries in Q2 — a 25% year-over-year increase. Analysts forecast revenue of approximately $26.4 billion with EPS of $0.54.
Robotaxi Expansion: Tesla’s autonomous ride-hailing service expanded to Miami on July 3rd, bringing its total to five core markets including Austin, Dallas, and Houston. 245 Cybercab vehicles were observed at Giga Texas on July 18th. A cleaning robot has been installed at the Austin hub to autonomously sanitize vehicle interiors between rides. However, Elon Musk acknowledged Robotaxis could worsen traffic congestion, and the NHTSA has initiated an investigation following reported incidents.
Optimus Production Starting: Tesla confirmed that Optimus humanoid robot production is slated to begin in late July or August at the Fremont factory. The company dismantled and rebuilt the Model S and Model X production lines during Q2 to free up capacity. Tesla is targeting 10 million Optimus units annually by 2027, with public sales potentially beginning by end of 2027.
Analyst Outlook: Bank of America has raised its price target for Tesla to $460, maintaining a Buy rating, citing stronger-than-expected delivery performance and the expanding Robotaxi footprint. Despite a 7% stock decline so far in 2026, some analysts foresee a potential 12% rally as profit margins improve and FSD subscriber growth continues.