Tesla’s deliveries fell 13.5% in Q2, its biggest drop ever, amid industry headwinds and brand challenges. Still, analysts see signs of recovery with a robotaxi launch and a boost from the Model Y refresh.

Tesla ( TSLA 4.77%) shares have tumbled 20% this year, while the S&P 500 (SNPINDEX: ^GSPC) has jumped 5%. Poor financial results driven by market share losses are the main source of consternation, but CEO Elon Musk has arguably damaged the brand with his behavior.