Tesla reported Q1 deliveries of 358,023 vehicles, missing consensus estimate of 372,160, contributing to share decline.
Energy storage installations fell 15% YoY to 8.8 GWh, 39% below the 14.4 GWh consensus expectation.
JPMorgan analyst Ryan Brinkman cut TSLA EPS forecasts and 2026/2027 earnings outlook, maintaining Underweight rating with $145 target.
Tesla shares fell 2.5% on Monday, extending a 5.4% loss from Friday amid delivery disappointment.