Tesla Expands Germany Production\u00a0<\/p>\n
Tesla expects \u201ca significantly higher production volume\u201d at its Grunheide plant this year as Model Y demand improves. The factory, which supplies more than 30 markets, is targeting output of up to 7,500 vehicles a week, or 375,000 annually. Tesla also plans to expand battery production, with the broader push expected to create about 3,500 jobs, Bloomberg\u00a0noted<\/a>.<\/p>\n The ramp comes after fresh hiring and a recovery in European registrations after two years of declining sales. Since Grunheide builds only the Model Y, stronger demand feeds directly into factory utilization.<\/p>\n TSLA Q2 Earnings Preview<\/p>\n Tesla reports second-quarter (Q2) results after the market close on Wednesday, with expectations of stronger top- and bottom-line results. Morningstar raised its fair value estimate for Tesla to $450 from $425, implying an 18% upside from Friday\u2019s current levels. The firm rates the stock \u20183-star\u2019, with a \u2018Narrow\u2019 moat and \u2018Very High\u2019 uncertainty. Morningstar expects Tesla deliveries to rise about 10% in 2026 to nearly 1.8 million vehicles, up from 1.64 million last year. It said the higher forecast should drive \u201chigher automotive gross profit margins,\u201d with margins, excluding regulatory credits, expected to be in the high teens.<\/p>\n Lower-priced versions of the Model Y and Model 3 are expected to support growth, partly offsetting weaker U.S. demand following the expiration of the federal EV tax credit.<\/p>\n According to Koyfin, analysts expect revenue of $26.36 billion, up 18% from $22.39 a quarter ago. Adjusted earnings per share (EPS) is projected to rise 31% to $0.54, while earnings before interest, taxes, depreciation and amortization (EBITDA) is expected to increase 8% to $3.97 billion.<\/p>\n Tesla\u2019s AI Spending Raises Risks\u00a0<\/p>\n Morningstar said Tesla posted \u201cstrong delivery growth\u201d during the quarter, shifting attention to margins, free cash flow and capital spending. Investors will also look for updates on the Cybercab, robotaxi expansion, Full Self-Driving version (FSD) 15 and Optimus, which Morningstar called a \u201clarge long-term growth driver.\u201d The firm said Tesla is in \u201cexcellent financial health,\u201d with $44.7 billion in cash, equivalents and investments as of March 31. However, its \u2018Very High\u2019 uncertainty rating is due to intense EV competition, potential price cuts, and heavy spending on AI, autonomous driving, and humanoid robots.<\/p>\n How Do Retail Traders Feel About TSLA?<\/p>\n On Stocktwits, retail sentiment for TSLA has been \u2018bullish\u2019 over the past week amid a 31% rise in 24-hour message volumes.<\/p>\n One user\u00a0said<\/a>, \u201c$TSLA Hopefully Elon & the Tesla board are smart enough to not raise capex on Wednesday\u2026 very likely to see a 2022 meta-esque crash if they\u2019re insane enough to do so.\u201d<\/p>\n Another user\u00a0said<\/a>, \u201c$TSLA Expecting 450-500 into\/post earnings, then a sell off.\u201d<\/p>\n So far this year, Tesla’s stock has lagged its “Magnificent Seven” peers, making it the group’s second-worst performer, down 15%.\u00a0<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Read Next:\u00a0From $100K Loss Per Car To Cosmos \u2014 Lucid\u2019s High-Stakes Bet On Cheaper EVs\u00a0<\/a><\/p>\n![\"tsla](\"https:\/\/www.europesays.com\/germany\/wp-content\/uploads\/2026\/07\/tsla_ss_png_eab0d69314.webp\")
TSLA sentiment and message volume as of July 19| Source: Stocktwits<\/p>\n
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