$TSLA - TESLA EARNINGS: MIXED WALL STREET REACTIONS Tesla’s Q2 results showed long-term AI promise but near-term risks, prompting varied analyst views. 🔸 BofA: Results were slightly better than expected (EPS $0.40 vs $0.35 est.) on strong energy and auto margins but warned of rough quarters ahead as EV incentives end and tariffs rise. Neutral rating. 🔸 Morgan Stanley: Tesla is pushing toward autonomy while facing slower volumes and higher costs. 🔸 Barclays: Cautious, citing a widening gap between Tesla’s AI narrative and fundamentals with potential deterioration ahead. Maintains Equal Weight, $275 target. 🔸 Stifel: Neutral, noting positive robotaxi and FSD rollout plans but weak demand sentiment and delays in new models. 🔸 Piper Sandler: Bullish, calling it a good quarter and focusing on Tesla’s long-term FSD potential over short-term issues. Overall, analysts agree Tesla’s AI goals remain central but expect near-term turbulence before autonomy ambitions fully materialize.