Tesla’s Delivery Warning Barely Moved the Stock—Here’s What Investors Care About

Tesla’s Delivery Warning Barely Moved the Stock—Here’s What Investors Care About

Goldman Sachs cut its Tesla delivery estimates for the third and fourth quarters, but shares held near recent highs as investors focus on Tesla's robotaxi and AI ambitions instead.

Tesla Q3 Deliveries: Estimates Span 435K to 480K

Tesla's third quarter closes on September 30, and Wall Street cannot agree on how many cars the company sold. The estimates now span a wide 45,000-vehicle gap, from Goldman Sachs at 435,000 to prediction-market traders at roughly 480,000, and the split is not academic, because the same divide appeared before the last report, and the traders won. For a stock down about 17% this year and trading on far more than its delivery count, the Q3 number i…

Tesla Investors Have a Painful Q3 Delivery Pattern To Worry About

Tesla stock fell after each of its last four delivery reports, even a 74,000-unit beat. Barclays expects 475,000 Q3 units against a record year-ago bar.