Stifel: Tesla (TSLA.O) Q2 profitability weakened — gross margin fell to 16.8% and adjusted EBITDA missed expectations. Stifel remains optimistic on FSD and Robotaxi, citing backlog growth and the launch of the Model Y L as key long-term catalysts.

2026-08-03

Stifel: Tesla (TSLA.O) Q2 profitability weakened — gross margin fell to 16.8% and adjusted EBITDA missed expectations. Stifel remains optimistic on FSD and Robotaxi, citing backlog growth and the launch of the Model Y L as key long-term catalysts.