Tesla Inc. (NASDAQ: TSLA) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. $0.52 per share (July 22, 2026, after market close)
Miss
✦ AI-generated prediction
Published on 21. July 2026
·
Predicted for 22. July 2026
·
Based on: Historical Cycle
Tesla reports Q2 2026 results after close on July 22. Non-GAAP EPS consensus ~$0.52 (range $0.47–$0.55). Polymarket prices in 75.5% beat probability. Tesla delivered a record 480,126 vehicles in Q2 2026 (+25% YoY), well above estimates — signaling strong top-line and potential margin improvement. Q1 2026: $0.41 Non-GAAP EPS vs. $0.37 consensus. Multiple Seeking Alpha analyses headline 'beat is likely'. Zacks consensus $0.47; higher estimates at $0.54–$0.55. TSLA still ~-17% YTD, keeping expectations low.
Data basis for this prediction
- Polymarket: 75,5% Beat-Wahrscheinlichkeit TSLA Q2 (Stand 21.07.2026)
- Tesla Q2 2026 Deliveries: 480.126 Fahrzeuge +25% YoY (Electrek, 02.07.2026)
- Non-GAAP EPS-Konsens ~0,52 USD (MarketScreener / Zacks, 20.07.2026)
- 247wallst.com: TSLA -17% YTD; Earnings 22.07. nach Börsenschluss (20.07.2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
Tesla meldete am 22. Juli 2026 nach Börsenschluss einen Non-GAAP-EPS von 0,33 USD – deutlich unter dem Konsens von ~0,52–0,53 USD (Verfehlung um ca. 37–39 %). Trotz Umsatz-Beat (28,24 Mrd. USD, +26 % YoY, über Erwartungen) brach die Profitabilität ein: GAAP-Operating-Margin kollabierte auf 1,4 % (von 4,1 % im Vorjahr), Regulatory-Credit-Einnahmen brachen ein, und Capex von 5,79 Mrd. USD (Cybercab/Robotics) führte zu negativem Free Cash Flow. Der starke Lieferrekord (480.126 Fahrzeuge) schlug sich nicht in der erhofften Margenerholung nieder. Quellen: Electrek (https://electrek.co/2026/07/22/tesla-tsla-q2-2026-financial-results/), TradingKey (https://www.tradingkey.com/analysis/stocks/us-stocks/262049199-tesla-tsla-q2-2026-earnings-results-revenue-beat-eps-miss-margin-tradingkey), Teslarati (https://www.teslarati.com/tesla-tsla-q2-2026-earnings-results/)
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.