Tesla Stock Rallies as Q3 Deliveries Blow Past Expectations

Tesla (NASDAQ: TSLA) electrified Wall Street on Wednesday after reporting 497,099 vehicle deliveries in Q3 2025, far exceeding analyst forecasts of 454,130. The quarter also featured a record 12.5 GWh in energy storage deployments, highlighting Tesla’s expanding role in clean energy beyond electric vehicles.

Breaking Down the Numbers

Tesla produced 447,450 vehicles during the quarter. The Model 3 and Model Y dominated production with 435,826 units, while “other models” accounted for 11,624 units. Deliveries came in even stronger, with 481,166 Model 3/Y vehicles handed over to customers, plus 15,933 deliveries from other models.

The company also noted that 2% of Model 3/Y deliveries and 7% of other models were tied to operating lease accounting — a key metric for analysts tracking recurring revenue streams.

Market Reaction

Tesla’s stock jumped 3.7% in pre-market trading as investors cheered the results, which confirmed strong demand despite ongoing supply chain challenges. The delivery beat not only outpaced Wall Street estimates but also reinforced Tesla’s lead in both EV production scale and grid-scale battery adoption.

TESLA DELIVERIES
Tesla Third Quarter 2025 Production, Deliveries & Deployments – produced over 447,000 vehicles, delivered over 497,000 vehicles and deployed 12.5 GWh of energy storage products – a record for both deliveries and deployments.$TSLA pic.twitter.com/n5E2Tr01xB

— InvestAnswers (@invest_answers) October 2, 2025

The 12.5 GWh energy storage milestone set a new company record, underscoring how Tesla’s clean-energy solutions are becoming a bigger piece of its long-term growth story.

Bigger Picture

Delivering nearly half a million vehicles in a single quarter cements Tesla’s dominance and sets the stage for a stronger-than-expected full-year tally if momentum carries into Q4. More importantly, these results prove Tesla’s growth narrative extends far beyond electric vehicles — positioning the company as a leader in the broader clean energy ecosystem.

Make money without lifting your fingers: Start using a world-class auto trading solution.

EightCap, your trusted Partner in CFDs, Cryptocurrencies and Stocks.