Ives believes Tesla would have delivered around. While Tesla was able to avert most of the production delays and manufacturing stoppages with the creation of its own in-house microcontrollers, there was still a negative effect on the company’s production and delivery rate in July and August, he said in the note.
In terms of days of sales, new vehicle inventory declined further in Q3 as we continue to improve our delivery efficiency. The only reason Ives believes Tesla won’t have an even bigger quarter than he expects is due to the semiconductor chip shortage. Tesla Q3 2020 Vehicle Production & Deliveries Globe Newswire PALO ALTO, Calif., Octo In the third quarter, we produced just over 145,000 vehicles and delivered nearly 140,000 vehicles. Tesla has not seen a decline in sales or deliveries of its vehicles quarter-over-quarter since Q1 2019. Musk told workers the last week of September has the potential to be the “most intense delivery week ever,” as Tesla continues to trend toward record numbers once again. September may be the saving grace for Tesla in Q3, especially as CEO Elon Musk wrote in a leaked email to Tesla employees that Q3 has the potential to be the company’s most remarkable. and China have been robust the last four to six weeks with an eye-popping growth trajectory heading into 4Q and 2022 for Musk & Co.,” Ives wrote in a note to investors. Ives is more convinced of Tesla hitting 230,000 deliveries in Q3, mainly fueled by a “massive trajectory” of between 145,000 to 150,000 deliveries in September alone. Ives, who currently maintains an “Outperform” rating on $TSLA stock with a price target of $1,000, said that he is confident Tesla would exceed consensus expectations, which have Q3 deliveries set at 123,000 vehicles. Tesla’s Q3 2021 is likely to be fed in part by September demand, which Ives believes is trending toward historic levels thanks to the automaker’s ability to avoid the long and drawn-out shortage of semiconductor chips. Ives, who has periodically put in his two cents regarding Tesla stock for several years, has spoken highly of the electric automaker, giving the company credit for being the leading force in the up-and-coming “green tidal wave” that will overtake the automotive sector as a whole. We would like to thank our customers for their patience as we work through global supply chain and logistics challenges.Tesla is set for its biggest quarter in company history, according to Wedbush analyst and $TSLA bull Daniel Ives. made the following announcement regarding the Q3 2021 vehicle production and deliveries on its investor relations website.ĪUSTIN, Texas, Octo– In the third quarter, we produced approximately 238,000 vehicles and delivered over 240,000 vehicles. Two Model Y factories, Giga Texas and Giga Berlin, are on the verge of completion and will be scaling up production as early as the first quarter of 2022. Tesla has achieved this massive gain in vehicle deliveries with only two functional car production factories as of now (Fremont & Giga Shanghai). Chart: Trend and numbers of Tesla vehicle deliveries from Q3 2020 to Q3 2021. This can be easily attributed to an exceptional performance by the automaker. The Q3 sales figures show a ~20% growth QoQ compared to the Q2 2021 figures. Related: Watch hundreds of Tesla Model 3 and Model Y transported on a train in Europe
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