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Tesla shares dip as Q4 production guidance signals modest output slowdown
Tesla stock fell after revised Q4 production guidance signaled modest output delays due to supply-chain and factory adjustments.
Tesla's stock slipped in Thursday trading after the company’s latest production forecast suggested a modest slowdown in Q4 output due to supply-chain adjustments and temporary line reconfigurations at multiple gigafactories. Analysts noted that while demand indicators for the Model Y and Model 3 remain healthy, operational disruptions in battery-module lines and logistics corridors are creating near-term delivery uncertainty.
Tesla emphasized that full-year delivery targets remain unchanged and said the upgrades will enable higher throughput in 2026. Investors reacted cautiously, given rising EV competition and tightening margins across the sector.