{"id":11250,"date":"2026-09-29T16:54:34","date_gmt":"2026-09-29T16:54:34","guid":{"rendered":"https:\/\/stoxpo.com\/?p=11250"},"modified":"2026-09-29T16:54:34","modified_gmt":"2026-09-29T16:54:34","slug":"tesla-q3-deliveries-in-focus-as-wall-street-eyes-year-over-year-decline","status":"publish","type":"post","link":"https:\/\/stoxpo.com\/index.php\/2026\/09\/29\/tesla-q3-deliveries-in-focus-as-wall-street-eyes-year-over-year-decline\/","title":{"rendered":"Tesla Q3 Deliveries in Focus as Wall Street Eyes Year-Over-Year Decline"},"content":{"rendered":"\n<h4 class=\"wp-block-heading\">Analysts expect Tesla to report roughly 463,000 deliveries as investors weigh regional trends, FSD growth and the delayed Roadster reveal<\/h4>\n\n\n\n<p>Tesla (TSLA) is expected to release its highly anticipated third-quarter delivery figures at the end of the week, with Wall Street preparing for a year-over-year decline in vehicle shipments.<\/p>\n\n\n\n<p>Bloomberg consensus estimates call for approximately 463,000 deliveries, down 6.8% from roughly 497,000 vehicles in the same quarter last year and also lower sequentially from the second quarter.<\/p>\n\n\n\n<p>Regional performance remains mixed. JPMorgan analyst Rajat Gupta said European Union registrations declined approximately 9% year over year, with strength in France and Germany offset by weakness in several other major markets. In China, July-August wholesale volumes rose 19%, driven by a 92% surge in exports, while estimated domestic retail sales fell 21%.<\/p>\n\n\n\n<p>JPMorgan lowered its own Q3 delivery estimate to 482,000 vehicles, citing weakness in China and the U.S.<\/p>\n\n\n\n<p>Tesla\u2019s Full Self-Driving business could provide another area of investor focus. The company reported 1.48 million FSD subscriptions at the end of Q2, up 56% year over year.<\/p>\n\n\n\n<p>Meanwhile, Tesla postponed its second-generation Roadster reveal from Oct. 1 to Oct. 15, citing severe weather conditions and the outdoor requirements of the event.<\/p>\n\n\n\n<p>The delivery report will provide investors with another important gauge of global demand heading into the final quarter of 2026.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Analysts expect Tesla to report roughly 463,000 deliveries as investors weigh regional trends, FSD growth and the delayed Roadster reveal Tesla (TSLA) is expected to release its highly anticipated third-quarter delivery figures at the end of the week, with Wall Street preparing for a year-over-year decline in vehicle shipments. Bloomberg consensus estimates call for approximately [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1183,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","jnews-multi-image_gallery":[],"jnews_single_post":[],"jnews_primary_category":[],"jnews_social_meta":[],"jnews_override_counter":[],"jnews_post_split":[]},"categories":[322,361],"tags":[421,416,418,417,559],"coauthors":[454],"_links":{"self":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11250"}],"collection":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/comments?post=11250"}],"version-history":[{"count":1,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11250\/revisions"}],"predecessor-version":[{"id":11251,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/posts\/11250\/revisions\/11251"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/media\/1183"}],"wp:attachment":[{"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/media?parent=11250"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/categories?post=11250"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/tags?post=11250"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/stoxpo.com\/index.php\/wp-json\/wp\/v2\/coauthors?post=11250"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}