---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000259108.md"
description: "$Tesla(TSLA.US) reported record 3Q deliveries of 497K +7.4% YoY, as customers pulled forward EV purchases in front of the 9/30 expiration of the $7,500 EV credit.  This easily beat 3Q WS consensus of 443K and our estimate of 470K. Through 3Q, year-to-date TSLA deliveries were -6% YoY.  We expect 4Q TSLA deliveries to slide -13%, and FY’25 TSLA deliveries to total 1.65M -8% YoY. After the initial likely pop today (+3% pre-mkt), we expect $Tesla(TSLA.US) stock to retreat between now and 3Q earnings on 10/22 as investors conclude the delivery beat was largely pull forward from 4Q deliveries to get in front of the $7,500 EV credit expiration."
datetime: "2025-10-02T13:51:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000259108.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000259108.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000259108.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# $Tesla(TSLA.US) reported record 3Q deliveries of 4…


### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**