Analysts Predict Strong Tesla Q3 Deliveries

Analysts are predicting varied outcomes for Tesla's Q3 vehicle deliveries, with estimates ranging from 456,600 to 470,000 units. GLJ Research anticipates a shortfall below the consensus at 456,600 deliveries, while RBC Capital aligns with the consensus of 460,000. Barclays is more optimistic, forecasting 470,000 deliveries, attributing this potential increase primarily to strong sales in China despite weaker performance in Europe. UBS has raised their estimate to 470,000, reflecting improved performance compared to prior quarters. The market is reacting positively to these estimates, with Tesla shares rising, particularly following Barclays' bullish outlook. Investors await the official report on October 2, with attention also on Tesla's upcoming Robotaxi event on October 10.