Technology
Tesla’s recovery hits a speed bump
The Verge
Friday 02 October 2026, 13:08 UTC
By Andrew J. Hawkins
1 min read
Key Points
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's recovery was still on track. Tesla said that it produced a total of 464,391 vehicles between July and September of this year, including 457,387Model 3 and Model Y vehicles, as well as 7,004 "other vehicles" like the Cybertruck, Cybercab, and Tesla Semi.
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's recovery was still on track.
Tesla said that it produced a total of 464,391 vehicles between July and September of this year, including 457,387
Model 3 and Model Y vehicles, as well as 7,004 "other vehicles" like the Cybertruck, Cybercab, and Tesla Semi. (The company discontinued the Model S and X earlier this year.) That represents about a 3.8 percent increase compared to the third quarter of 2025, w …
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