Investor's Corner
Tesla shares rebound over 9% from post-earnings pullback
Tesla (NASDAQ: TSLA) shares rebounded on Monday morning after collapsing late last week following a relatively bullish Earnings Call. The electric automaker’s shares were up over 9% by 1 PM EST.
Last Wednesday, Tesla reported its Earnings for 2021’s Full Year guidance and the year’s final quarter. Tesla reported delivery figures just after the New Year, beating consensus figures by 13 percent and delivering over 936,000 vehicles in 2021 while producing just over 930,000 units.
The Wednesday Earnings Call proved to be more bullish news for investors of Tesla. Musk and Co. reported another Earnings beat with $17.719B in revenues, an improving automotive gross margin, increased free cash flow, and an impressive $2.54 EPS. Wall Street expected $16.65B in revenues, with an EPS of $2.35. Despite the record-setting quarter, Tesla shares dropped sharply last week on Thursday and Friday, contributing to a significant slide in the tech sector as the market continued to experience a blunt selloff.
Shares were down 9.89 percent from Wednesday’s close to Friday’s close.
Tesla has not experienced positive days following Earnings Calls, even when profitability has become a regular expectation for the electric automaker’s quarterly calls. Past post-EC trading days have treated Tesla investors with the perfect inner struggle: Buy more or keep what I have?
Despite Tesla’s strong financials for Q4, it seemed the market responded to Musk’s quotations regarding Tesla’s future lineup. During the call, the CEO detailed that Tesla would not introduce any new vehicle models this year, putting an end to the speculation of a possible $25,000 Tesla or the arrival of the Cybertruck, which people have waited over two years to own.
“This lack of product is really weird,” John Murphy, a Bank of America analyst with a $1,300 price target on Tesla, said. We estimate it’s going to be 29 other EV models launched in the market. So the market is coming for him, and when we look at market share going forward, he’s going to lose a lot of market share. We can get into specific numbers, but we expect he is going to lose about 50 points of market share in the EV market over the next three to four years,” he said on CNBC.
Tesla CEO Elon Musk said the $25,000 Tesla wouldn’t be coming this year. (Credit: Alwinart/Twitter)
While other companies do, in fact, have new products coming to the market, the expectation is that consumers will go to whatever car is most desirable. From Tesla’s perspective, their multiple-year lead in software, EV infrastructure, batteries, and manufacturing, may give them peace of mind in knowing that there will be no more new car models this year. Why continue to expand the lineup when the current one is selling, and selling a lot. The Model 3 was Europe’s best-selling EV, and Tesla sold more EVs globally in 2021 than any other company. They may be one of the few companies to have a fully-committed business model that only builds EVs and can do it in massive numbers, but people need cars now, and Teslas may be the most desirable EVs on the market. The question is, when are the other companies going to catch up and compete?
The lack of a “Product Roadmap” update may have culminated in some losses, but not the 10 percent drop-off in stock that is being canceled out this morning. Nevertheless, Tesla shares are on their way back up, along with many others in the auto industry, including Ford (NYSE: F), which gained nearly 4% at the time of writing, and Rivian (NASDAQ: RIVN) up almost 12%.
Disclosure: Joey Klender is a TSLA Shareholder. He does not own shares of Ford or Rivian, which were also mentioned in this article.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Elon Musk
SpaceX Starship Flight 13 aborted at Zero and Musk just told us what broke
Four Raptor engines failed to ignite at T-zero, forcing SpaceX to scrub Starship Flight 13 Thursday.
SpaceX scrubbed the Starship Flight 13 launch attempt Thursday evening at the last possible moment, after four of the Super Heavy booster’s 33 Raptor 3 engines failed to ignite during the startup sequence. The 90-minute window had opened at 6:45 p.m. EDT from Starbase in Boca Chica, Texas, and the countdown had proceeded without issue all day, with more than 11.5 million pounds of liquid methane and liquid oxygen being fully loaded into the rocket before the automated abort triggered. SpaceX’s launch directors posted on X, “Standing down from today’s flight test attempt,” and shut down the livestream shortly after.
Musk confirmed the root cause within hours. “Some of the engines didn’t start, triggering an automatic launch abort,” he wrote on X. “To be confident of a good flight, 2 Raptors will be removed and replaced. Most probable launch timing is early next week.” SpaceX engineers began draining propellant tanks immediately and Booster 20 was rolled back to its hangar for inspection.
The timing adds a layer of significance that did not exist during any of the previous 12 Starship flights. This is the first time SpaceX has attempted to launch Starship since the company made its stock market debut in June, listing under ticker SPCX at $135 per share. Public investors are now watching every Starship outcome in real time, and a last-second abort carries more visibility than it would have six months ago.
Flight 13 was designed to be one of the most consequential tests in the program’s history. It was set to carry 20 Starlink V3 satellites, the first operational payload Starship has ever attempted to deploy. Six of those satellites carried external cameras to photograph Starship’s heat shield from the outside during flight, which would act as a self-inspection approach SpaceX has never attempted before. The mission also needed to complete a Raptor engine relight in space, a step SpaceX skipped on Flight 12 in May after losing an engine during ascent. That Flight 12 booster also flipped 90 degrees off course during its boostback burn when five engines failed to reignite.
SpaceX has not announced an official next launch date. Musk’s “early next week” window points to July 21 or 22 at the earliest, pending the engine swap and a return to the pad.
Lucid CEO Silvio Napoli responded to rumors of an imminent bankruptcy that was reportedly being mulled after a report stated the automaker was working with the firm AlixPartners to iron out its next steps.
The company felt a massive loss on Wall Street yesterday, as the report essentially pushed the stock down as much as 55 percent on Tuesday.
The report, published initially by Eletric-Vehicles.com, claimed Lucid was essentially in dire straits and was told by AlixPartners, a commonly used restructuring advisor, to either take shares private or file for Chapter 11 bankruptcy protection.
Lucid’s head of Communications, Nick Twork, immediately challenged the report and stated the company “has sufficient liquidity to carry its operations well into next year.”
Now, the company’s CEO is chiming in as well, stating that the report is “so far from the facts that they require a direct response.”
Napoli said:
“Lucid is not considering bankruptcy or a transaction to take the company private. Those reports are false. The Board did not explore either scenario. Period.
As disclosed in our most recent quarterly filing, Lucid has sufficient liquidity to fund its operations well into next year.
We work with outside advisors to improve operational performance and execution. They are not advising Lucid on a take-private transaction or bankruptcy, and any suggestion that they have recommended either course of action to management or the Board is false.
My priority is clear: turn this company around. That is where the leadership team and I are focused.
I look forward to providing a full update during our quarterly earnings call on August 4th.”
🚨 Lucid CEO Silvio Napoli calls rumors of financial issues “so far from the facts that they require a direct response.”
Read his full remarks here: https://t.co/t3Pg1NHvzy pic.twitter.com/LvHUPhO4Qf
— TESLARATI (@Teslarati) July 15, 2026
It seems pretty clear that Lucid is confident things will be okay, and, to be honest, they should not have much to worry about, especially considering the company has been backed by the Saudi Public Investment Fund (PIF) for years. It has solid financial backing, and its sales, while weak, are pretty much right on par with a company of this age.
Lucid also sent a Cease & Desist letter to the publication for their report.
Lucid shares have rebounded nicely and are up nearly 21 percent at the time of publication. As soon as the company dispelled the rumors of bankruptcy yesterday, the stock began to climb back toward more reasonable levels.
Electric vehicle maker Lucid Group has denied rumors of an imminent bankruptcy after a report from this morning sent the stock on a dramatic drop on Wall Street, seeing losses of more than 40 percent during trading hours.
Lucid’s Director of Communications, Nick Twork, responded to the report from Eletric-Vehicles.com, which stated the company’s restructuring advisor, AlixPartners, was asked to review two decisions: taking Lucid shares private or filing for Chapter 11 bankruptcy protection.
The report also claims AlixPartners told the Lucid board to “concentrate on Gravity production while improving its quality, and to temporarily hold back the Lucid Air, the sedan that has defined the company since its launch.”
Twork said:
$LCID The rumors are completely false. The company has sufficient liquidity to carry its operations well into next year, as recently published in its last quarterly filings, and it has not formed any special Board committee to explore the scenarios reported today. Our focus is…
— Nick Twork (@ntwork) July 14, 2026
Shares rebounded after the response to the report, halving its losses as the trading day neared 3 p.m. Eastern.
Lucid has struggled to get its sales off the ground and into more respectable numbers, but the company is in its early years, when things are hard to begin with. It is also backed by several notable investors, including the Saudi Public Investment Fund (PIF), which has nearly limitless money and likely would not ditch an investment of this size so soon.
Lucid shares were down just 14 percent at the time of publication, a far cry from the 55 percent its losses topped out at during the day.
Tesla enters two new markets on two different continents in one week
SpaceX announces new Starship 13 test flight target date
