Tesla Motors shares plummeted 14% on Thursday, on track to record the worst single-day decline since June 2025. The sharp selloff was triggered by second-quarter earnings that fell short of analyst expectations and the company's announcement of significantly increased spending, unsettling investors.
Capital expenditures for the quarter reached $5.79 billion, surging 142% year-over-year and more than doubling in size. Tesla Motors now projects total capital spending for the full year to exceed $25 billion. This massive investment push caused free cash flow to turn negative in the quarter, shifting from a positive position.
While automotive revenue surpassed market forecasts, profitability deteriorated. Gross margins fell short of analyst estimates, pressured by lower average vehicle selling prices and a decline in high-margin regulatory credit income. Renewed concerns have emerged on Wall Street regarding Tesla Motors' ability to balance aggressive capital investment with sustained profit growth.
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