Tesla posts 486,532 Q3 deliveries, beating analyst forecasts
Tesla reported 486,532 vehicle deliveries in the third quarter, a 2% year-over-year drop but above analyst expectations, lifting its shares.
Tesla disclosed that it delivered 486,532 electric vehicles in the third quarter, marking a 2% decline compared with the previous year but surpassing analyst consensus of roughly 462,000 units. The stronger-than-expected performance nudged the share price up close to 2%. After the $7,500 federal tax credit expired in September 2025, U.S. EV sales fell sharply, yet Tesla’s Model Y has grown its domestic market share.
The firm is also expanding its robotaxi fleet with the gold-clad Cybercab and aims to start production of its Optimus humanoid robot before year-end. Despite these advances, Tesla’s stock has fallen more than 20% since the start of the year, weighed down by slower robotaxi rollout and speculation about a possible merger with SpaceX.
Why it matters
Tesla’s better-than-expected deliveries show resilience in a weakening EV market and influence its stock and future tech ventures.
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