Group 1 - Tesla's third-quarter earnings report is anticipated on October 22, with delivery numbers showing a 7.4% year-over-year increase and a 29.4% increase from the second quarter of 2025, totaling 497,099 vehicles delivered [4][5] - The expiration of federal tax credits for electric vehicles on September 30 is expected to lead to a significant pull forward in sales into the third quarter, potentially resulting in a notable decline in deliveries in the fourth quarter [5][6] - Despite the anticipated decline in fourth-quarter sales volumes, Tesla's international sales, which accounted for 62.6% of total sales volume in the second quarter, may mitigate the impact of the U.S. tax credit expiration [6][7] Group 2 - Tesla is expected to provide updates on a new lower-cost model, which could stimulate sales growth despite the anticipated decline in fourth-quarter volumes [8][9] - The production of a lower-cost Model Y began in the first half of the year, with a gradual ramp-up in the third quarter, aiming for a launch in the fourth quarter after the tax credit expiration [10]
Here's Why Tesla Stock Is a Buy Before Oct. 22