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Tesla deliveries reportedly hit a record quarter despite EV tax credit predictions

A post calls it a record quarter, challenging predictions that ending the EV tax credit would tank Tesla deliveries.

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2 Sources, 1h ago, first seen 1h ago

TLDR

A post claims Tesla had a record quarter for deliveries, framing it as a rebuttal to predictions that ending the EV tax credit would tank them.

Combined views

256

2 Sources, first seen 1h ago

1 likes

Combined views

256

2 Sources, first seen 1h ago

1 likes

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Featured Source

Sentiment

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No sentiment analysis available yet.

2 Sources

@SpaceCoastTeslaeveryone said killing the ev tax credit would tank tesla deliveries. record quarter.1h
@TeslaZoaRBC had one word for Tesla’s Q3 deliveries: “Impressive.” Tesla delivered 486,532 vehicles in Q3 2026, beating its company-compiled Wall Street consensus of 461,974 by 5.3%. But RBC’s bullish view goes beyond just vehicle deliveries. The firm believes rising fuel costs and regulatory pressure could accelerate EV demand in Europe — potentially benefiting Tesla. And there’s another major piece of the story: Energy. RBC says Tesla Energy is “well-positioned to capitalize” on the massive growth in electricity demand being driven by AI. So the Tesla story is becoming much bigger than EVs: EV demand recovery + FSD & Robotaxi + AI-driven energy demand RBC remains bullish on Tesla with an Outperform rating and a $480 price target. 486,532 deliveries were impressive. But what Tesla is building around those vehicles may be even more important. ⚡31m
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    2 Sources

    @SpaceCoastTeslaeveryone said killing the ev tax credit would tank tesla deliveries. record quarter.1h
    @TeslaZoaRBC had one word for Tesla’s Q3 deliveries: “Impressive.” Tesla delivered 486,532 vehicles in Q3 2026, beating its company-compiled Wall Street consensus of 461,974 by 5.3%. But RBC’s bullish view goes beyond just vehicle deliveries. The firm believes rising fuel costs and regulatory pressure could accelerate EV demand in Europe — potentially benefiting Tesla. And there’s another major piece of the story: Energy. RBC says Tesla Energy is “well-positioned to capitalize” on the massive growth in electricity demand being driven by AI. So the Tesla story is becoming much bigger than EVs: EV demand recovery + FSD & Robotaxi + AI-driven energy demand RBC remains bullish on Tesla with an Outperform rating and a $480 price target. 486,532 deliveries were impressive. But what Tesla is building around those vehicles may be even more important. ⚡31m
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