TSLA · News · 20261001N

EV Delivery Demand Trends

Tesla, Inc. · 2026-10-01 · Importance 31 · Surprise 32

Analysts expect Tesla’s third-quarter global deliveries to decline approximately 7% year over year to roughly 462,000 vehicles. The anticipated weakness reflects softer U.S. demand, intense competition in China, and an aging vehicle lineup. Investors are looking for growth from autonomy, AI, and robotics as the core electric-vehicle business slows.

Key facts

• MarketWatch reported analysts expect Tesla to report third-quarter deliveries of 461,000 electric vehicles, a 7% decline compared to the year-ago quarter and about a 4% drop relative to the second quarter. source
• Sell ratings for Tesla fell to a three-year low, reaching 13.1% of analyst recommendations, while the stock was down 19% year-to-date at the time of the report. source
• Analysts estimated Tesla saw around 463,761 deliveries worldwide in the third quarter, a 7% decrease from the previous year. source