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Quest: The Low Bar

Oct 15, 2026 · 0:33

Juno: Tesla delivered 486,532 cars last quarter and beat the forecast! Mochi: still 2% fewer than a year earlier. Queen Honeycomb: 311,448 more this quarter beats last year's total. The Rust Baron: stock fixed, I'm rich! Mochi: up 5% on the day, down 21% this year. Tock: 311,448! Juno: a low bar is still a bar; one analyst says Tesla may be exiting the EV winter.

After beating third-quarter delivery estimates with 486,532 cars, Tesla needs only 311,448 deliveries in the fourth quarter, far below its third-quarter pace, to top 2025's total and end its run of annual declines; the shares rose 5% on the day but were still down 21% for the year, and Morgan Stanley says the company may be 'exiting the EV winter'.

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Tesla reports 486,532 vehicle deliveries for third quarter, topping expectation

CNBC · Oct 2, 2026

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