Tesla's earnings are due today with an investor call at 5:30 p.m. ET. Elon Musk's politics have rocked TSLA stock, with shares down 18% YTD.

ISI Evercore analysts worry Tesla's second-quarter numbers could be "lackluster," then add two more things to the list. Production of the Optimus, Tesla's humanoid robot, is reportedly facing delays.

Analysts expect the Austin, Texas-based company to report quarterly earnings at 40 cents per share, down from 52 cents per share in the year-ago period. Tesla projects to report quarterly revenue at $22.13 billion, compared to $25.5 billion a year earlier, according to data from Benzinga Pro.

The Cantor Fitzgerald analyst discusses disappointing deliveries and soft energy revenue, lowering his estimates from $24.1 billion to about $21 billion. That’s a major reset in investor expectations just a couple of days before Tesla opens the books.

Tesla's sales drop in California highlights ongoing struggles ahead of Q2 earnings call. Wall Street expects revenue of $22.79 billion.

Tesla is slated to report its second quarter earnings after close Wednesday, as the Austin-based electric automaker sees sliding sales and continued

But with each sales miss, the pressure mounts to deliver something—anything—that justifies the valuation. Tesla's earnings call on Wednesday may offer another round of ambitious promises. But this time, with competitors closing in and fundamentals ...