Tesla crushed expectations with second-quarter deliveries of 480,126 vehicles, far exceeding Wall Street forecasts and signaling a strong rebound from a weak start to the year.

The firm now expects Tesla to report approximately 416,000 vehicle deliveries during the second quarter of 2026...

BYD delivered 557,090 fully electric vehicles in Q2 2026 while Tesla is expected near 396,000 — reclaiming its lead in the global BEV race.

TSLA was down about 8% by 1 p.m. EDT on Thursday.