Tesla Q3 Performance Sparks Investor Debate Amid Record EV Deliveries
Tesla accelerated its delivery momentum in Q3 2025, shipping 497,099 electric vehicles—a company record. While some purchases were spurred by the expiring $7,500 EV tax credit, analysts highlight the broader significance of Tesla's expanding budget-friendly lineup as a sustainable growth driver.
The earnings call revealed additional bright spots: a 44% revenue surge in energy storage, robotaxi expansion into new states, and a fortified cash position of $41.6 billion. Elon Musk's visionary bets on autonomous driving and humanoid robotics continue to anchor long-term investor enthusiasm.
Yet skepticism emerges as investor John Bromels flags concerning signals in Tesla's quarterly metrics. 'The numbers contain a huge red warning light,' he cautions, suggesting underlying vulnerabilities that could undermine Musk's ambitious roadmap.
