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Tesla (TSLA) bulls post optimistic outlook for Q3 2021’s deliveries

Credit: @TacosandTeslas/Twitter

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With the third quarter of 2021 ending, Tesla (NASDAQ:TSLA) bulls are now sharing their estimates for the company’s Q3 2021 vehicle deliveries. From Wall Street analysts to veteran retail investors that have been closely following the company for years, TSLA bulls seem to be expecting some impressive results for the third quarter. 

Wall Street consensus for the third quarter currently stands at 222,000 vehicle deliveries. Bullish analysts such as RBC Capital Markets analyst Joseph Spak, however, expect Tesla to post deliveries of 233,500 vehicles instead. If Spak’s estimate proves accurate, it will translate to a 67% year-over-year increase. 

The same is true for Piper Sandler analyst Alexander Potter, who raised his third-quarter delivery estimate for Tesla to 233,000 vehicles. The analyst remarked that his estimates are driven by the company’s strong production, adding that he believes “Q3 will be TSLA’s strongest quarter ever.” 

Retail investors that are veterans of TSLA stock have also posted their estimates, and they are just as optimistic as those shared by the RBC and Piper Sandler analysts. Avid TSLA watcher @TroyTeslike, for example, noted that his final estimate for Q3 2021 is 235,000 vehicle deliveries. The TSLA bull also estimated that the company could deliver a total of 858,000 vehicles for 2021. 

Rob Maurer of the Tesla Daily Podcast was more optimistic, noting on Twitter that he is estimating that the company would deliver 247,000 vehicles for Q3 2021. The Future Fund Managing Partner Gary Black, on the other hand, proved more conservative, estimating total deliveries of 230,000 vehicles, which is still over Wall Street’s consensus. 

Tesla has a high bar for Q3 2021. The company noted in the past that it intends to grow its deliveries by 50% this year. This was a lofty goal considering that 2020 saw Tesla deliver half a million vehicles over the year. For the company to reach its goal, it would have to ensure that it delivers about 750,000 vehicles in 2021. Tesla has already delivered about 386,000 cars in the first half of the year, however, which leaves the company shooting for 364,000 deliveries between Q3 and Q4 2021. 

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Disclaimer: I am long TSLA.

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

Elon Musk

Elon Musk affirms Tesla commitment and grueling work schedule: “Daddy is very much home”

The remarks came as Tesla shares crossed the $400 mark on the stock market.

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Tesla CEO Elon Musk reiterated his commitment to the electric vehicle maker and its future projects this week, responding to speculation following his $1 billion purchase of TSLA stock. 

The remarks came as Tesla shares crossed the $400 mark on the stock market, extending a rally fueled in part by Musk’s TSLA purchase.

Elon Musk’s nonstop work schedule

Amidst the reaction of TSLA stock to Musk’s $1 billion investment, Tesla owners such as @greggertruck noted that “Daddy’s home.” Musk replied, stating that “Daddy is very much home.” He then shared details of a packed weekend of work, which was definitely grueling but completely within character for a “wartime CEO.”

Musk did note, however, that he had lunch with his kids during the weekend despite his extremely busy schedule.

“Daddy is very much home. Am burning the midnight oil with Optimus engineering on Friday night, then redeye overnight to Austin arriving 5am, wake up to have lunch with my kids and then spend all Saturday afternoon in deep technical reviews for the Tesla AI5 chip design. 

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“Fly to Colossus II on Monday to walk the whole datacenter floor, review transformers and power production (excellent progress), depart midnight. Then up to 12 hours of back-to-back meetings across all Tesla departments, but with a particular focus on AI/Autopilot, Optimus production plans, and vehicle production/delivery,” Musk wrote in his post

Wartime CEO

Wedbush analyst Dan Ives described Musk as operating in “wartime CEO mode,” highlighting autonomous driving and AI as a trillion-dollar market opportunity for Tesla. Musk reiterated this point late last month as well, when he outlined the several projects he is juggling among his numerous companies. At the time, Musk stated that he was busy with Starship 10, Grok 5, and Tesla V14. This was despite his notable presence on X. 

With Tesla Master Plan Part IV being partly released, the company is entering what could very well be its most ambitious stage to date. To usher in an era of sustainable abundance, Tesla would definitely require a “wartime CEO,” someone who could remain locked in and determined to push through any obstacles to ensure that the company achieves its goals.

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Elon Musk confirms cryptic X post was related to SpaceX, not TSLA stock

Musk shared his update in a post on social media platform X.

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Joel Kowsky, Public domain, via Wikimedia Commons

Elon Musk has confirmed that a cryptic post he shared earlier this month was related to his private sale enterprise, SpaceX, not electric vehicle maker Tesla. 

Musk shared his update in a post on social media platform X. 

Musk’s cryptic post

Earlier this month, the CEO posted the cryptic words “You’ll Thank Me Later” on X. The post quickly gained attention on social media, as Tesla watchers and Elon Musk fans speculated on what the words could mean. With the announcement that Musk has purchased $1 billion of TSLA stock in the open market, some speculated that the cryptic post was a teaser of sorts to shareholders.

Musk’s massive TSLA purchase was the biggest in history, and it also stood as a notable vote of confidence for the company as it attempts to enter a new era led by robots, AI, and autonomous driving. This was likely one of the reasons why Tesla stock saw a notable rise on Monday’s trading. In another post, however, Musk confirmed that his cryptic post was not in any way related to his stock purchase.

All SpaceX

Considering that all the words in Musk’s post started with an uppercase letter, some space fans immediately speculated that the CEO was teasing something related to SpaceX. The company’s three drone ships, Just Read the Instructions (JRTI), Of Course I Still Love You (OCISLY), and A Shortfall of Gravitas (ASOG), after all, follow similar naming styles. 

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This was one of the reasons why some TSLA shareholders noted on X that Musk’s post was likely SpaceX-related. In response to one of these comments, Musk stated that these speculations are “Correct.”

The only question now is what exactly Musk was referring to in his post. Perhaps the CEO really was hinting at the name of the drone ship that will be tasked to retrieve Starship in the middle of the ocean.

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Tesla Model Y leads as weekly registrations in China hit Q3 high

Out of Tesla China’s 15,350 registrations, the Model Y once again accounted for the majority.

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Credit: Tesla China

Tesla recorded 15,350 insurance registrations in China during the week of September 8–14, marking a 7.3% increase compared to the prior week. The figure also represents the highest weekly result so far in the third quarter of 2025.

Model Y still leads demand

Out of the 15,350 registrations, the Model Y once again accounted for the majority. Data shows 9,460 registrations for the standard Model Y, complemented by 1,030 units of the newly launched extended wheelbase, six-seat Model Y L. Tesla also logged 4,860 Model 3 sedans for the week as well, as noted in a CNEV Post report.

The Model Y L, which debuted in late August, registered a modest uptick from the 900 registrations it saw the week before. Volumes remain relatively low, suggesting that the variant will not meaningfully change Tesla’s third-quarter sales trajectory. That being said, Tesla China’s previous comments about the Model Y L’s demand suggest that an uptick in registrations may be coming in the next weeks.

The ramp of the Model Y L will likely be a notable topic among Tesla watchers, as its ramp will still be quite a task despite the vehicle being just a new variant of the all-electric crossover. With this in mind, meaningful numbers of Model Y L registrations may hit their pace in the next quarter instead.

Tesla China’s momentum

As per data from the China Passenger Car Association (CPCA), Tesla’s retail sales in August 2025 totaled 57,152 units. That figure marked a 9.9% decline from August 2024’s 63,456 units, but a significant 40.7% increase from July’s 40,617 deliveries.

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Quarter-to-date, Tesla China’s results show a 34.4% gain compared to the previous quarter but remain down 11% year-over-year. Year-to-date, Tesla is down about 7% in China versus the same period in 2024. With only a couple more weeks before the end of the third quarter, Tesla China’s registrations may help determine whether the company could catch up to its 2024 numbers this year. 

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