Proactive Investors
02 Oct 2026, 17:40 UTC · 1w ago
Tesla shares rise as Q3 deliveries beat production
Impact · against what's priced in
The Q3 delivery beat is marginally positive as it suggests a stabilization in the contracting automotive business, but it does not address the high-margin FSD/Robotaxi catalysts that the market currently refuses to price in. Energy storage growth continues to track with existing assumptions.
- TSLA+0.10
Already priced in
- The price assumes
The continuation of the Energy Generation and Storage segment's rapid growth at 26.6% year-over-year.
Deployment of 13.7 GWh of energy storage confirms the growth trajectory the price already pays for, providing a small floor to EPS.
What TSLA's price assumes · Aug 25
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