---
title: "[Prize] Tesla's earnings report is about to be released. Place your \"divine prediction\"!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42850894.md"
description: "Deliveries hit a quarterly high, but profit remains suspenseful. Share your long/short view before earnings to win pillows and task coins!"
datetime: "2026-07-22T10:06:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42850894.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42850894.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42850894.md)
author: "[热点君](https://longbridge.com/en/profiles/1450684.md)"
---

# [Prize] Tesla's earnings report is about to be released. Place your "divine prediction"!

Tesla's Q2 earnings report is full of suspense ⏳:

🚗 Delivery numbers are already in—best for the quarter historically, and energy business surged;

🔋 However, on the other side, price wars squeezing gross margins, the rollout pace of Robotaxi, and progress on affordable models—all of these could trigger a major reversal in after-hours stock price 🎢.

⚡ The answer will be revealed at dawn on July 23 Beijing Time.

📈 Bulls say: This is a "fundamental inflection point";

📉 Bears say: Good news has already been priced in.

**💬** Arguing won't yield results—**why not lay out your judgment and let the market decide?**

`Which indicator are you most focused on: Gross margin, Energy business, or Robotaxi progress?`

`How do you plan to respond: Position before earnings, jump in after implementation, or watch from the sidelines?`

`Long-term shareholders are also welcome to share their holdings and insights gained along the way.`

📋 Event Rules

1.  **Discuss in the comments**: Are you bullish or bearish on tonight's earnings? Share your reasoning (posting with **[_**#TeslaEarningsTopic**_](https://longbridge.cn/hash/1000000752?utm_source=longbridge_app_share&locale=zh-CN&invite-code=E9MJ66&app_id=longbridge&share_track_id=737be977-26dc-438d-be2e-0a99c6dbaac2) **also counts**);**
2.  **We encourage original content; reposts, spam, and violating content will not be eligible;**
3.  **The winner list will be announced after the event ends. Please stay tuned for in-site notifications.**

**🎁 Event Rewards**

****Best Forward-Looking Award (3 winners)**: The operations team will select the **3** most insightful analyses from posts with the topic tag, each receiving an Explorer **throw pillow**;**

****Participation Award (Unlimited)**: All valid content posted with the topic tag (**\>30 characters**) will receive **188 Task Coins**.**

****

**⏰ Event Duration: **From now until July 23, 05:30**. Event rewards will be distributed within **15 working days** after the event concludes.**

**Your forward-looking insights deserve to be remembered—whether right or wrong, it's a thought process worth recording ✍️**

**_Warm Reminder:_**

**_Volatility is normal in the market. Prediction is mainly for communication and companionship; please view profits and losses rationally._**

**_This post does not constitute any investment advice. Final interpretation rights belong to Longbridge._**

### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)

## Comments (21)

- **Anscii · 2026-07-23T01:21:14.000Z**: #TeslaEarningsTopic I think it's bullish. Although discount car sales dragged down gross margins, the energy storage business has been selling quite well recently, which helped hold things up. If they can clearly explain the story behind the affordable cars and Robotaxi, the fundamentals would be co
- **Ryyu · 2026-07-22T15:36:29.000Z**: I am cautiously bullish.Because the delivery side has already submitted its report early, achieving the best results in the same quarter historically. The core business is solid, and the growth rate of energy storage continues to rise. The market's pricing for this segment is clearly undervalued
- **辉月 · 2026-07-22T15:29:41.000Z**: I am firmly bullish on Tesla! The current price war is just a short-term pain, a necessary measure to clear the market and expand share. The true inflection point in fundamentals lies in the launch of Robotaxi and FSD, which are the tickets to enter the trillion-dollar market. Once the autonomous dr
- **gaobo · 2026-07-22T15:19:49.000Z**: Looking at the global new energy vehicle market in the long term, Tesla's brand influence is indeed impressive, and its core technology remains leading.
- **ZEROWU · 2026-07-22T14:39:38.000Z**: Anyway, I haven't made any moves since the beginning of the year. The Q2 earnings report at mid-year will definitely be good. As for when the market will re-evaluate the stock price, no one knows. Just hold on and keep DCAing at low levels.
- **kk312 · 2026-07-22T14:14:58.000Z**: #TeslaEarningsTopic Firmly Bullish1. Deliveries significantly exceeded expectations: Q2 deliveries reached 480,100 units, a +25% YoY increase; demand is recovering, effectively digesting inventory;2. Energy storage high growth: Energy storage installations reached 13.5 GWh, a significant 53% QoQ inc
- **改造人 · 2026-07-22T13:30:59.000Z**: #TeslaEarningsTopic#I am very bullish on this earnings report personally. The core logic lies in: the global commercialization and deployment of FSD (Full Self-Driving) will become the primary driver for the upcoming stock price increase.I. FSD Reaches a Turning Point in Commercialization and Global
- **眼科主理人（笑发财） · 2026-07-22T13:05:28.000Z**: My view: Neutral to bearish. Reasons are as follows:1. Regarding the sales recovery, delivery exceeding expectations by +25%, and adjusted EPS not being poor, the market has already priced this in.2. Valuation, it's all about valuation! PE 368, PB 17. The institutional rating target price of general
- **脫粒吉盐 · 2026-07-22T12:02:24.000Z**: In the long run, I remain bullish. Looking at the global new energy vehicle market, Tesla continues to maintain its lead in brand influence, cutting-edge design, and core technology.
- **王不错 · 2026-07-22T11:53:59.000Z**: Bullish in the long term1. Deliveries return to high growth, global market share remains solid, and cost control continues to outperform traditional automakers.2. Energy storage business grows rapidly, becoming a second growth curve, with high gross margins hedging against the vehicle business.3. FS
- **Vincent Lin · 2026-07-22T11:40:52.000Z**: Looking back at the Q1 2026 earnings report, Tesla's revenue was $22.39 billion (+15.8% YoY), with gross profit of $4.72 billion (+49.7% YoY). The gross margin rebounded to approximately 21.1%, marking the most significant improvement signal worth noting over the past few quarters. Operating profit 
- **我要擦皮鞋 · 2026-07-22T11:28:26.000Z · 👍 1**: #TeslaEarnings# Firmly bullish! The delivery data for this quarter speaks volumes; the core business is rock solid. Don't just obsess over minor fluctuations in gross margin—the growth rate of the energy storage business is a severely undervalued hidden goldmine. Moreover, EPS expectations have 
- **Haodd · 2026-07-22T11:28:16.000Z**: Slightly bullish. 1. The market no longer cares much about EPS, but focuses more on AI.Tesla is no longer a traditional auto stock.What the market truly cares about is:* The expansion speed of Robotaxi* Progress on the unsupervised version of FSD* Optimus humanoid robots* Whether AI CapEx will conti
- **看多做多China · 2026-07-22T11:21:40.000Z · 👍 1**: $Tesla(TSLA.US) "Bearish"1. From a technical perspective, although it is currently in the relatively bottom range of the 360-450 stagnant market box, it has repeatedly touched the sensitive level of 370, showing a trend of breaking through.2. In terms of performance, it does not seem optimis
- **o梭哈是一种智慧o · 2026-07-22T11:20:47.000Z**: Rise
- **嗯嗯嗯嗯 · 2026-07-22T11:07:59.000Z**: Bullish, but not necessarily during the earnings report. A washout may occur here. AI hardware has already suffered from aesthetic fatigue; a new narrative is needed from the application side. Earnings are not that critical for Tesla; instead, Elon's statements matter more. The rollout speed of Robo
- **新用户_FrCScE · 2026-07-22T10:59:21.000Z**: Bullish on Tesla: The core EV business has scale and manufacturing advantages, continuously contributing cash flow; the energy storage business is growing rapidly, forming a second growth curve. FSD builds barriers relying on massive road condition data, with considerable gross margins in software b
- **Call-10% · 2026-07-22T10:52:56.000Z**: Bullish, but not necessarily during the earnings report. A washout may occur here. AI hardware has already suffered from aesthetic fatigue; a new narrative is needed from the application side. Earnings are not that critical for Tesla; Elon's statements matter more. The rollout speed of Robotaxi will
- **股市疯人院 · 2026-07-22T10:28:25.000Z**: Bullish, autonomous driving will lead the way globally
- **BuM · 2026-07-22T10:23:44.000Z · 👍 1**: I maintain a cautiously bullish outlook on Tesla's Q2 earnings report. I won't front-run or gamble on the market in advance; instead, I'll wait for the data to be released before looking for an entry opportunity!!!The biggest highlight of this earnings report is already clear: Q2 deliveries hit a re