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![DeItaone Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2704294333.png) *Walter Bloomberg [@DeItaone](/creator/twitter/DeItaone) on x 1M followers
Created: 2025-07-01 10:59:08 UTC

$TSLA - JPMORGAN SAYS TESLA DEMAND WEAKNESS LIKELY CONTINUED IN SECOND QUARTER

JPMorgan: Tesla demand likely stayed weak in Q2, expecting deliveries of 360K (-19% y/y), below the 392K consensus. The firm sees “material risk” to full-year delivery targets, with current H2 expectations requiring an unusually sharp rebound. Affordability issues and potential EV credit cuts add pressure. JPMorgan cut its 2025 EPS forecast to $XXXX (from $2.07) and 2026 to $XXXX (from $2.85), expecting the downtrend in estimates to continue.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940002222869196908/c:line.svg)

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