Tesla Third Quarter 2026 Production, Deliveries & Deployments

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Go back to Tesla Third Quarter 2026 Production, Deliveries & Deployments

William Blair on Tesla (TSLA): 'Model S/X sunset and Cybertruck remains at low volumes'

October 2, 2026 9:36 AM EDT

William Blair analyst Jed Dorsheimer reiterated a Market Perform rating on Tesla (NASDAQ: TSLA).

The analyst comments "Deliveries Beat. Third-quarter total deliveries of 486,532 beat expectations by 5%. Model 3/Y led the way as Model S/X sunset and Cybertruck remains at low volumes. Energy Storage Flat and Misses. Energy... More

Oppenheimer Offers Tesla (TSLA) Q3 2026 Deliveries First Look

October 2, 2026 9:28 AM EDT

Oppenheimer analyst Colin Rusch reiterated a Perform rating on Tesla (NASDAQ: TSLA).

The analyst comments "TSLA deliveries showed meaningful upside to expectations while energy storage growth remained subdued. With deliveries exceeding production we anticipate relatively strong operating CF in the... More