Tesla Q2 2026 Earnings Preview: Analyst Eyes Capex Above $25B, Cybercab Ramp Delay to 2027特斯拉Q2财报前瞻：分析师预计资本支出超25亿美元，Cybercab量产或推迟至2027年上半年
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Tesla will release its Q2 2026 financial results after U.S. markets close on Wednesday, and analyst Gene Munster says investors will scrutinize automotive profitability, delivery trends, capital expenditures, and progress on autonomy and robotics initiatives; shares traded 1% lower at the time of writing.
Munster anticipates Tesla will guide full-year 2026 capital expenditures to above $25 billion.
On the Cybercab robotaxi, Munster expects CEO Elon Musk to shift the production ramp target from late 2026 to the first half of 2027, while he anticipates limited new details on the Optimus humanoid robot in the earnings update.