Tesla shares advanced sharply after the company’s October 2 release of Q3 2026 deliveries totaling 486,532 vehicles, exceeding the company-compiled consensus near 462,000 by roughly 5%. The beat, concentrated in Model 3/Y volumes, lifted the stock to the $370–371 area, though it remains down about 15–20% year-to-date and well below its December 2025 peak near $490. Energy storage deployments of 13.7 GWh missed expectations, tempering some enthusiasm. With Q3 earnings scheduled for October 21 and no major macroeconomic releases immediately ahead, near-term trader focus centers on whether the delivery momentum sustains share-price levels or extends gains into the earnings window.