{"id":8014,"date":"2026-10-02T13:33:05","date_gmt":"2026-10-02T13:33:05","guid":{"rendered":"https:\/\/silvybrand.com\/?p=8014"},"modified":"2026-10-02T13:33:05","modified_gmt":"2026-10-02T13:33:05","slug":"teslas-recovery-hits-a-speed-bump","status":"publish","type":"post","link":"https:\/\/silvybrand.com\/?p=8014","title":{"rendered":"Tesla\u2019s recovery hits a speed bump"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Tesla sold fewer vehicles in the third quarter than it did a year ago, when consumers rushed to cash in on <a href=\"https:\/\/www.theverge.com\/transportation\/787281\/ev-tax-credit-sales-lease-trump-climate\">expiring federal tax credits<\/a> for electric vehicle purchases. But the company still beat estimates from Wall Street, suggesting that it\u2019s recovery was still on track.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Tesla said that it produced a total of 464,391 vehicles between July and September of this year, including 457,387<br \/>Model 3 and Model Y vehicles, as well as 7,004 \u201cother vehicles\u201d like the Cybertruck, Cybercab, and Tesla Semi. (The company <a href=\"https:\/\/www.theverge.com\/transportation\/869872\/tesla-model-s-model-x-discontinue-optimus-robot-factory\">discontinued the Model S and X<\/a> earlier this year.) That represents about a 3.8 percent increase compared to the third quarter of 2025, when the company produced 447,450 vehicles.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Tesla also said that it delivered to customers a total of 486,532 vehicles, including 481,166 Model 3 and Model Y vehicles, as well as 8,295 other vehicles \u2014 about a 2.1 percent decrease compared to the blockbuster third quarter of 2025, when it delivered 497,099 vehicles. (For a direct-to-consumer company like Tesla, deliveries are a proxy for sales.)<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">The drop in sales was widely expected thanks to the expiration of the $7,500 federal tax credit for electric vehicles on September 30, 2025. Elon Musk himself said that the company was in for \u201ca few rough quarters\u201d thanks to the expiring incentive and other macroeconomic factors.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">But Musk also said he believes that Tesla will rebound as its AI plans come to fruition, including robotaxis and humanoid robots. We saw how that might play out, with the July launch of the steering-wheel and pedal-less Cybercab in Austin. Even so, Musk predicted that <a href=\"https:\/\/www.theverge.com\/tesla\/712703\/tesla-robotaxi-fsd-elon-musk-earnings-q2-2025\">50 percent of the US population will have access to Tesla\u2019s robotaxis<\/a> by the end of 2025 \u2014 which of course turned out to be very wrong.<\/p>\n<\/div>\n<div>\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">The report comes amid a tumultuous time for Tesla \u2014 which always seems to be the case for any company with Elon Musk at the helm. The company scored some good headlines \u2014 <a href=\"https:\/\/www.theverge.com\/transportation\/1000317\/tesla-semi-launch-customer-delivery-freight-battery-engineer\">the re-launch of the Semi<\/a> and <a href=\"https:\/\/www.theverge.com\/transportation\/989501\/tesla-cybercab-launch-robotaxi-austin-musk\">Cybercab<\/a>, European sales rebound, a boost in EV market share stateside \u2014 and was rocked by a few bad ones \u2014 the delay of the next-gen Roadster reveal and<a href=\"https:\/\/www.theverge.com\/transportation\/990130\/tesla-cybercab-nhtsa-investigation-fmvss-certify\"> a federal investigation into the Cybercab launch<\/a>.<\/p>\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.theverge.com\/transportation\/1003601\/teslas-recovery-hits-a-speed-bump\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tesla sold fewer vehicles in the third quarter than it did a year ago, when consumers rushed to cash in on expiring federal tax credits for electric vehicle purchases. But the company still beat estimates from Wall Street, suggesting that it\u2019s recovery was still on track. Tesla said that it produced a total of 464,391 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8015,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[45,46,197,47],"class_list":["post-8014","post","type-post","status-publish","format-standard","has-post-thumbnail","category-gadgets","tag-electric-cars","tag-news","tag-tesla","tag-transportation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Tesla\u2019s recovery hits a speed bump - Silvybrand Lifestyle Blog<\/title>\n<meta name=\"description\" content=\"The company\u2019s sales dipped in the third quarter, after customers raced to cash in on expiring tax credits last year.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/silvybrand.com\/?p=8014\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tesla\u2019s recovery hits a speed bump - 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