$Tesla(TSLA.US) - UBS SEES TESLA Q3 DELIVERIES ABOVE CONSENSUS
UBS raised its Tesla Q3 delivery forecast to 475,000 units, about 8% above Wall Street consensus and up 24% QoQ. The increase reflects strong U.S. demand ahead of the IRA tax credit phase-out, record U.S. deliveries since mid-2023, and solid growth in Europe, China, Turkey, and South Korea.UBS expects deliveries to exceed production by ~7%, reducing Q2 inventory, but forecasts a sequential drop to 428,000 units in Q4. Full-year 2025 forecast remains 1.62M vehicles.The copyright of this article belongs to the original author/organization.
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