Tesla’s recovery hits a speed bump

<figure> <img alt="Tesla Model 3" data-caption="" data-portal-copyright="Bloomberg via Getty Images" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/10/gettyimages-2290772795.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" /> <figcaption> </figcaption> </figure> <p class="wp-block-paragraph">Tesla sold fewer vehicles in the third quarter than it did a year ago, when consumers rushed to cash in on <a href="https://www.theverge.com/transportation/787281/ev-tax-credit-sales-lease-trump-climate">expiring federal tax credits</a> for electric vehicle purchases. But the company still beat estimates from Wall Street, suggesting that it's recovery was still on track. </p> <p class="wp-block-paragraph">Tesla said that it produced a total of 464,391 vehicles between July and September of this year, including 457,387<br>Model 3 and Model Y vehicles, as well as 7,004 "other vehicles" like the Cybertruck, Cybercab, and Tesla Semi. (The company <a href="https://www.theverge.com/transportation/869872/tesla-model-s-model-x-discontinue-optimus-robot-factory">discontinued the Model S and X</a> earlier this year.) That represents about a 3.8 percent increase compared to the third quarter of 2025, w …</p> <p><a href="https://www.theverge.com/transportation/1003601/teslas-recovery-hits-a-speed-bump">Read the full story at The Verge.</a></p>