Tesla reports Q3 2026 vehicle deliveries of 486,532, topping analyst forecasts

Tesla announced that it delivered 486,532 vehicles in the third quarter of 2026, exceeding the FactSet consensus estimate of 461,974 units. Model 3 and Model Y accounted for 478,237 of the deliveries. Energy‑storage deployments for the quarter were 13.7 GWh, below the consensus forecast of 15.9 GWh. The company will release its full earnings on 21 October 2026.

Analysts note that the delivery beat acted as a catalyst for a 5%‑plus rise in Tesla’s share price. The stronger‑than‑expected deliveries may improve short‑term sentiment and support the stock ahead of the upcoming earnings release.

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