Tesla delivered 486,532 vehicles in Q3 2026, its third-best quarter ever and the best since the federal clean vehicle credits expired. Click for more on TSLA.
Tesla delivered 486,532 vehicles in Q3 2026, its third-best quarter ever and the best since the federal clean vehicle credits expired.
Click for more on TSLA.
Tesla, Inc. delivered 486,532 vehicles in Q3 2026, its third-best quarter ever and the best since the federal clean vehicle credits expired.
I think fuel prices pushed up by the Hormuz crisis replaced 30% to 45% of the old $7,500 credit in the U.S. and acted as an even larger incentive.
Deliveries matter to my thesis because every Tesla is a “robot on wheels” that can later pay for FSD, which already counts ~1.48 million active users.
FSD is approved in 16 markets, and a possible EU-wide vote from December is, in my view, the next major catalyst for Tesla’s software revenue.
At ~$1.43 trillion, Tesla is priced for robotics success, but I keep my Strong Buy on the only “full-stack” tech manufacturer in the West.
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Back in Q2 2025, CEO Elon Musk warned shareholders of Tesla, Inc. (TSLA) that losing federal EV incentives, which the current U.S. administration was ending through the One Big Beautiful Bill, would
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA, SPCX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Averytin News Financial update.