Tesla tops Q3 delivery estimates with record 497,099 vehicles
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Morgan Stanley on Tesla (TSLA): 'Strong 3Q Delivery Beat'
October 2, 2025 10:00 AM EDTMorgan Stanley analyst Adam Jonas reiterated an Overweight rating and $410.00 price target on Tesla (NASDAQ: TSLA).
The analyst comments "Tesla 3Q deliveries (497k) beat sell side consensus expectations (443k) by 12% and came in at the high end of the buy side... More
William Blair on Tesla (TSLA): 'Pull-Forward Delivers New Record', 'Record Energy Storage Deployments'
October 2, 2025 9:29 AM EDTWilliam Blair analyst Jed Dorsheimer reiterated a Market Perform rating and {REMOVEPT} price target on Tesla (NASDAQ: TSLA).
The analyst comments "Pull-Forward Delivers New Record. Tesla is indicated up after releasing third-quarter deliveries of 497,099, a new record, beating our estimates by 3.5% and Street consensus by 12.2%. We expected a... More

