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It really seems like we're entering a recession. One of the hardest-hit sectors of the 2008 recession was the auto industry.  
So, Tesla might just be in total survival mode. Its not about profits anymore, its not about growth, its just about coasting through the recession. 
Plus, dropping prices is an attempt to build some customer loyalty, maybe an attempt to rehabilitate their image. And they'd be banking on customers remembering that both through the recession and after the recession.
We're currently seeing this with Costco, and their refusal to raise prices during inflation. And we're seeing this with  Disney lowering the prices to their park.
Tesla is facing increased competition, its just not really noticeable in North America. 
Tesla is the #1 EV brand in the world.  The next big brands are all Chinese with maybe Rivian who is high end
.  Chinese firms have played massive catch up, and sell in big numbers for less in China, Asia, Middle East and have entered Europe.  They still don't sell in North America so most just don't know its happening.  
Even the biggest Europe EV company, Polstar, is owned by the Chinese.
Tesla now sells about 15% of the global EV's.  As of December over 40% are now from Chinese firms with biggest being BYD. >

I’ve maybe seen like 3 Rivians in my whole life (a few more Polestars since I visited the PNW for Christmas), so you’re definitely correct there that the market hasn’t caught on fire here the way it has elsewhere. 
That said, doesn’t lowering the prices after already rolling out earnings expectations based on the prior price hurt the stock inherently? Or are those something they can just revise on the fly? Seems kind of sketchy if so (and I mean if any company can do this, not just singling them out). >

it seems like you have a thought that lower stock price is bad for tesla? it is not. what worse is if Tesla keeps their price but sells smaller numbers of cars. Tesla wants to keep their volumes to maintain their business agenda. ignore about the profit margin, businesses come first.
Tesla goal is to become a go to for EV car, not luxury car. it is luxury for now because of the price and the price only, the car feature itself should be/is a basic of EV car. in order for them to do that, Tesla needs to sell more cars not less.
as a company, Tesla know that current interest rate or government direction is to lower demand (to reduce inflation). that's why businesses, not only tesla, will try to cut price to maintain their volumes. Businesses want more demand from customer, one of the best way to do that in this environment is to cut price.