Fred Lambert
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Fred Lambert is the editor-in-chief of Electrek, an online publication covering electric vehicles and renewable energy. He is known for his reporting on Tesla and the broader electric vehicle industry.
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B · Background8of 10 · n=216
E · Expertise8of 10 · n=216
A · Authoritativeness7of 10 · n=216
T · Trustworthiness6of 10 · n=216
S · Source8of 10 · n=216
BEATS 7 of 10 · n=216 · measured 26.10.29
Win rate by category
share of settled calls that proved right, in each categoryNo settled calls yet — a category shows once one of their calls resolves.
Where they stand
their own words, with a date and a sourceNo stances on record yet.
Track record
18 claims · an outcome shows once the claim resolves| Outcome | Claim | Call · when | Source |
|---|---|---|---|
| — | Tesla now expects 2026 capital expenditures to exceed $20 billion, roughly $5 billion below its previous plan. resolves 28.01.15 |
bearish · 26.10.22 · TSLA | Tesla (TSLA) quietly cuts 2026 capex guidance to $20B |
| — | Wall Street consensus expects EPS of approximately $0.62, down from $0.72 a year ago. resolves 26.10.21 |
bearish · 26.10.20 · TSLA | Tesla (TSLA) Q3 2026 earnings preview: flat revenue, falling profits |
| — | Bank B estimates Tesla will deliver 482,000 vehicles in Q3 2026. resolves 26.10.05 |
bullish · 26.09.28 · TSLA | Tesla (TSLA) Q3 2026 delivery estimates range from 422,000 to 482,000 |
| — | Bank A estimates Tesla will deliver 421,758 vehicles in Q3 2026. resolves 26.10.05 |
bearish · 26.09.28 · TSLA | Tesla (TSLA) Q3 2026 delivery estimates range from 422,000 to 482,000 |
| — | Tesla is teasing an October 1 reveal for the new Tesla Roadster. resolves 26.10.12 |
bullish · 26.09.12 · TSLA | Tesla teases new Roadster reveal for October 1: ‘Go for launch’ |
| — | Management's reliance on cumulative milestones to mask flat Robotaxi growth indicates severe execution risks that will likely suppress Tesla's valuation multiple over the coming year. resolves 27.08.06 |
bearish · 26.08.06 · TSLA | Tesla says ‘Robotaxi’ is expanding — its own chart shows it’s not |
| — | Intensifying EV competition from global manufacturers will pressure Tesla's profit margins and domestic market share over the next quarter. resolves 26.11.04 |
bearish · 26.08.06 · TSLA | Podcast: TSLA shareholders wake up, Xpeng targets EU, VW goes cheaper, and more |
| — | Operating margins will compress further through mid-2026 unless autonomous revenue streams achieve commercial scale faster than currently projected. resolves 28.03.28 |
bearish · 26.08.06 · TSLA | Tesla hits 10 million vehicles — but its EV growth has stalled |
| — | TSLA stock will underperform broad market indices over the next 12 months as EV adoption curves flatten across core Western markets. resolves 27.08.06 |
bearish · 26.08.06 · TSLA | Tesla hits 10 million vehicles — but its EV growth has stalled |
| — | Current equity multiples embed unrealistic delivery expectations that ignore the structural ceiling in short-range commuter EV pricing. resolves 27.05.03 |
bearish · 26.08.06 · TSLA | Tesla hits 10 million vehicles — but its EV growth has stalled |
| — | Portfolio allocation should shift away from discretionary auto exposure toward dividend-yielding industrial incumbents facing fewer execution risks. resolves 27.02.02 |
bearish · 26.08.06 · TSLA | Tesla hits 10 million vehicles — but its EV growth has stalled |
| — | Tesla's Q2 2026 earnings miss and negative free cash flow will trigger further multiple compression as growth expectations fade. resolves 27.02.02 |
bearish · 26.08.06 · TSLA | Tesla (TSLA) crashes 12%, sheds $140B as Elon Musk’s ‘just trust me’ doesn’t hold anymore |
| — | Investors will continue to penalize shares until management provides concrete evidence of margin stabilization rather than relying on visionary promises. resolves 27.05.03 |
bearish · 26.08.06 · TSLA | Tesla (TSLA) crashes 12%, sheds $140B as Elon Musk’s ‘just trust me’ doesn’t hold anymore |
| — | Tesla’s lawsuit against its Texas supplier risks delaying Cybertruck tooling retrieval, which will likely push back near-term vehicle production milestones. resolves 26.11.04 |
bearish · 26.08.06 · TSLA | Tesla sues Cybertruck supplier amid standoff keeping production hostage |
| — | Rivals utilizing multi-sensor fusion technology will capture disproportionate market share as Tesla struggles to overcome the fundamental limitations of pure computer vision. resolves 28.08.05 |
bearish · 26.08.06 · TSLA | Waymo CEO explains why Tesla’s camera-only self-driving falls short |
| — | The proposed open-source initiative lacks the technical depth required to generate material competitive advantages or subscriber growth. resolves 27.08.06 |
bearish · 26.08.06 · TSLA | Musk says Tesla to ‘open source’ Model S and X, but prior release makes us skeptical |
| — | Reverting to legacy documentation models will not attract new OEM partnerships or reduce software development overheads significantly. resolves 28.08.05 |
bearish · 26.08.06 · TSLA | Musk says Tesla to ‘open source’ Model S and X, but prior release makes us skeptical |
| — | Market participants will likely view this announcement as a superficial publicity stunt rather than a catalyst for fundamental valuation expansion. resolves 27.02.02 |
bearish · 26.08.06 · TSLA | Musk says Tesla to ‘open source’ Model S and X, but prior release makes us skeptical |