TSLA, RIVN & LCID to Pre-Announce Q2 D/P this week: What to Expect - Cantor's Take. NASA Awards Rocket Lab Additional Launches. Sheppard's Mobility

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TSLA, RIVN & LCID to Pre-Announce Q2 D/P this week: What to Expect - Cantor's Take. NASA Awards Rocket Lab Additional Launches. Sheppard's Mobility

Mobility

EQUITY RESEARCH Industry Report

June 29, 2026

TSLA, RIVN & LCID to Pre-Announce Q2 D/P this week:

Companies mentioned

Ticker Price Rating Target What to Expect - Cantor's Take. NASA Awards Rocket

9984.JP ¥6,226.00 Overweight ¥6,900.00 Lab Additional Launches. Sheppard's Mobility

ACHR $4.87 Overweight $11.00

AUR $6.36 Overweight $12.00 Tesla, Rivian and Lucid to Pre-announce Q2 Deliveries and Production

BETA $16.70 Overweight $31.00 This Week: What to Expect? - Cantor's Take. Last week, Cox Automotive

EVEX $2.43 Overweight $5.00 published its 2026 mid-year review on the US auto market, with new EV

EVGO $1.76 Overweight $4.00

sales up ~13% QoQ (though down 22% YoY) (see Exhibit 1), and with hybrids EVTL $1.67 Neutral -

representing 14.1% (up 82% since 2023). For this week, we expect Tesla JOBY $8.83 Neutral -

(TSLA, OW), Rivian, (RIVN, N), and Lucid (LCID, N) to pre-announce their KDK 5.11 Overweight 12.00

LCID $5.92 Neutral $8.00 Q2 Production and Deliveries. In Q1, Tesla (TSLA, OW) reported a 1Q26

LUNR $19.79 Overweight $43.00 top-line, gross-margin and bottom-line beat. TSLA's 1Q FCF was particularly

OUST $42.02 Neutral - encouraging after the company reported 1Q26 FCF of $1,444M, a material

PCT $7.79 Overweight $14.00 beat vs. consensus (-$1,780M). Nonetheless, on its 1Q call, TSLA disclosed

PSNY $17.43 Underweight - a revised FY26 capex guide of >$25B (vs. prior $20B), a material step-

RIVN $15.63 Neutral $19.00 up from ~$8.5B in FY25, and the company now expects negative FCF for

RKLB $84.54 Overweight $96.00 the rest of 2026. Still, TSLA recently reaffirmed that its Cybercab, Tesla