Tesla analysts expect Q3 deliveries to decline but energy to grow

Analysts expect Tesla to deliver 461,974 vehicles in Q3, down 7.1% YoY and 3.8% QoQ, with energy storage deployments up 27% YoY. The median estimate is 463,406. Tesla's full-year delivery estimate has been raised to 1,767,255.

Tesla secured $30 billion in undrawn credit facilities, including a $20 billion term loan, $8 billion revolving credit, and $2 billion revolver. The company plans no draws in 2026. Shares closed down 1.3% at $352.84. Tesla expects over $25 billion in capital spending in 2026, with first-half spending at $8.28 billion.

Tesla (TSLA) secured $30B in unused credit lines, including a $20B term loan and $10B revolvers, for future capital expenditures. The company has $43.5B in cash and investments, with $25B+ capex planned for 2026. Shares closed at $353, down 1.3% on Tuesday, and rose 0.3% after hours.

Tesla secured $30 billion in credit lines from Citi and Wells Fargo, according to a regulatory filing. The move comes amid declining profits, increased capital expenditures, and negative cash flow in the most recent quarter. Tesla expects high spending to continue, with $25 billion in capital expenditures planned for 2026, up from $8.5 billion in 2025.

Tesla secured $30 billion in credit agreements, including a $20 billion term loan and $10 billion in revolving credit facilities. The company has no outstanding borrowings and does not plan to draw funds in 2026. Tesla expects over $25 billion in capital expenditures in 2026, focusing on AI, solar, and semiconductor projects.

Tesla has secured $30B in new credit lines from Citibank, Wells Fargo, and others. The funds may support Cybercab, Optimus, and Tesla Semi scaling. Tesla plans no immediate drawdown and has $40B+ in cash. The company projects $25B in 2026 capex.