Tesla Delivered 22,141 More Vehicles Than It Built in Q3. Here’s the Production Number That Decides What Comes Next

Key Stats for Tesla StockCurrent Price: $370. 59Target Price (Mid): ~$1,860Street Target: ~$396Potential Total Return: ~403%Annualized IRR: ~46% / yearWhat Happened?Tesla (TSLA:NASDAQ) delivered 486,532 vehicles in the third quarter of 2026 but built only 464,391, according to its October 2 production and deliveries report.