.658B (+27% Y/Y) beats .52B est and adj loss $(0.47) narrower than $(0.65) est; FY26 delivery guide lifted to 65-70K and capex cut $250M, but stock -9.57% to 5.22 on Friday July 31 as dilution + cost concerns override the beat" /> .658B (+27% Y/Y) beats .52B est and adj loss $(0.47) narrower than $(0.65) est; FY26 delivery guide lifted to 65-70K and capex cut $250M, but stock -9.57% to 5.22 on Friday July 31 as dilution + cost concerns override the beat" />