Tesla reported Q1 deliveries of 358,023 vehicles, missing consensus of 372,160 and falling short of analyst forecasts.
Energy storage installations fell 15% YoY to 8.8 GWh, 39% below the company’s 14.4 GWh consensus expectation.
JPMorgan analyst Ryan Brinkman cut TSLA EPS forecasts and 2026‑2027 outlooks, maintaining an Underweight rating with a $145 price target.
Tesla shares slid 2.5% on Monday, extending a 5.4% fall on Friday, reflecting heightened investor caution.