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REAL-TIME GLOBAL RESEARCH

EV Report Card: Halftime report

Published: 2026-07-15Institution: BarclaysPages: 27Original language: EnglishEvidence page: 24

Research evidence excerpt

EV Report Card: Halftime report

onger-than-expected holding of interest rates and/or incremental rate

increases by the Federal Reserve challenging the long-dated narratives of TSLA; 3) A sharp reversion of AI-related and tech stock outperformance; 4)

Regulatory action towards TSLA Autopilot/FSD; 5) Increasing competition from EV offerings of legacy OEMs and fellow new-entrants creating TSLA

share losses or prompting incremental price cuts

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