The price is 302.25 USD currently with a change of -30.31 USD (-0.09%) from the previous close.
The latest open price was 309.75 USD and the intraday volume is 98047532.
The intraday high is 314.52 USD and the intraday low is 300.56 USD.
The latest trade time is Thursday, July 24, 21:37:18 +0500.
Financial Highlights (Q2 2025)
Revenue fell to $22.5 billion, a 12% decrease from $25.5 billion in the same quarter last year (Globedge).
Net income dropped to $1.17 billion, down approximately 16–22% from Q2 2024 (The Economic Times).
Automotive revenue fell 16.6% to around $16.7 billion (The Verge).
Vehicle deliveries dropped roughly 14%, with 384,122 units shipped vs. over 443,000 a year prior (The Verge).
Operating income plunged 42%, and gross margins slid to ~17.2% (The Economic Times).
Analysis: Why the Decline?
Brand Backlash Linked to Musk’s Politics Analysts pinpoint Elon Musk’s high-profile political involvement aligning with Trump, engaging in government efficiency roles (DOGE), and supporting far-right figures as a key factor eroding Tesla’s brand trust and sales momentum (El País, Wikipedia).
Forrester’s Dipanjan Chatterjee labeled Tesla “a toxic brand that is inseparable from its leader” (AP News).
European markets have seen significant boycotts and protests tied to Musk’s political stance (Wikipedia).
End of Federal EV Incentives and Shrinking Regulatory Credit Sales
U.S. withdrawal of the $7,500 EV tax credit and policy changes slashed Tesla’s carbon credit revenue to $439 million almost half of the previous year (The Wall Street Journal).
Tesla previously relied heavily on these credits to support margins and profitability.
Intensifying Competition & Soft Vehicle Demand
Traditional automakers like Volkswagen and Chinese firms such as BYD have aggressively targeted EV buyers, claiming market share (The Economic Times, AP News).
Average selling prices have dipped (~$500 less per vehicle), reducing per-unit revenue (The Economic Times, AInvest).
Strategic Shift Toward Autonomy & Robotics
Musk touted a “weird transition period” as Tesla pivots investments toward robotaxis, autonomous systems, Optimus robots, and AI (The Wall Street Journal).
Early robotaxi pilots are running in Austin, but long-term adoption and profitability remain uncertain (The Wall Street Journal).
What Lies Ahead?
Musk cautioned that “a few rough quarters” may lie ahead as incentives wind down and revenues shift (The Wall Street Journal).
Tesla is doubling down on lower-cost vehicle development, expanded financing offers, and production of upcoming models like the Semi, Cybercab, and a sub‑$30K EV (The Verge).
Revenues from autonomy and robotics may eventually offset declining auto sales, but these ventures are still nascent (The Wall Street Journal).
Summary
Tesla’s Q2 2025 performance reflects a confluence of internal challenges and external pressures:
A 12% drop in revenue and 16%–22% slide in profits.
Core automotive revenue plunged due to fewer deliveries, pricing pressures, and policy shifts.
Public backlash against Musk’s political roles has weakened consumer sentiment in key markets.
Tesla is repositioning toward autonomous and robotics technologies, though short-term sales strain persists.
While Musk is optimistic about a longer-term pivot toward AI and robotaxis, Tesla’s immediate trajectory hinges on reviving customer confidence, capitalizing on global EV markets, and navigating political and industry headwinds.
