# Tesla: deliveries exceed 486,000 with mixed results > Tesla surpassed 486,000 deliveries for the quarter while reducing its investment plan to preserve cash reserves and shifting its strategy toward artificial intelligence and energy, but its financial results disappointed and its stock price fell. The automaker faces persistent commercial challenges, with approximately 50,000 unsold vehicles according to InsideEVs and the monetization of its Optimus robots delayed until 2027. In the United States, analysts are still debating the potential of the stock ahead of the Cybercab event, while security concerns fuel discussions about separating Chinese operations. In China, Tesla is strengthening its commercial setup with a new sales and services entity, but it faces local competition, implements frequent price cuts, and regularly adjusts its purchasing conditions, as the rollout of autonomous driving remains awaited. **In brief**: Ongoing story bringing together 11 events involving Tesla, BYD, Rivian and 2 more, in 2 countries (États-Unis, Chine), followed from 31 October 2026 to 4 November 2026. 21 articles from 5 sources (plants, jobs and earnings, sales and market); last updated on 4 November 2026 at 13:01. Figures reported: 486000 vehicles. - Status: ongoing - Scope: International - Category: Plants, jobs and earnings, Sales and market - Countries: États-Unis, Chine - Brands: Tesla, BYD, Rivian, Xiaomi Auto, Xpeng - First detected: 31 October 2026 at 16:13 - Updated: 4 November 2026 at 13:01 - Web page: https://mecapress.com/stories/32-tesla-deliveries-exceed-486-000-with-mixed-results ## National stories (2) - China — 3 country-specific events, 6 articles - United States — 1 country-specific event, 2 articles ## Reported figures - US$300 - $28.05B - $0.48/share - $20B - $25B ## Sources by country and language - unknown: 11 articles, 8 outlets - China: 6 articles, 5 outlets - United States: 2 articles, 2 outlets - United Kingdom: 1 articles, 1 outlets - Italy: 1 articles, 1 outlets **Languages**: English (13), Chinese (6), Italian (1), Spanish (1) ## Timeline (11 events) ### 31 October 2026 — [Tesla bets on AI and energy after more than 486,000 deliveries in the quarter](https://mecapress.com/events/248-tesla-bets-on-ai-and-energy-after-more-than-486-000-deliveries-in-the-quarter.md) Tesla exceeded 486,000 deliveries in the quarter and reduced its investment plan to preserve cash, while steering its strategy toward artificial intelligence and energy, against a backdrop of merger rumors with SpaceX. 1 sources, 3 articles · Worldwide (États-Unis) ### 31 October 2026 — [Tesla creates an automotive sales and services company in China](https://mecapress.com/events/220-tesla-creates-an-automotive-sales-and-services-company-in-china.md) Tesla has established a new automotive sales and services entity in China, strengthening its commercial setup in the local market. 1 sources, 1 articles · Chine ### 31 October 2026 — [Wall Street voit encore du potentiel à Tesla avant l'événement Cybercab](https://mecapress.com/events/936-wall-street-voit-encore-du-potentiel-a-tesla-avant-l-evenement-cybercab.md) Les analystes de Wall Street estiment que l'action Tesla conserve un potentiel de hausse face à Rivian et aux rivaux chinois, avant l'événement consacré au Cybercab. 1 sources, 1 articles · États-Unis ### 1 November 2026 — [Tesla posts quarterly loss above expectations and disappoints the stock market](https://mecapress.com/events/757-tesla-posts-quarterly-loss-above-expectations-and-disappoints-the-stock-market.md) Tesla posted a loss higher than expected in the third quarter and missed its production targets, causing its stock to fall below $300. 1 sources, 5 articles · États-Unis ### 1 November 2026 — [Debate on the weight of Tesla's Chinese operations](https://mecapress.com/events/1623-debate-on-the-weight-of-tesla-s-chinese-operations.md) An analysis revisits the question of separating Tesla's Chinese activities to address US security concerns, highlighting the industrial dependence built around the Shanghai Gigafactory. 1 sources, 1 articles · Shanghai — États-Unis, Chine ### 2 November 2026 — [Tesla : chute de 56 % du profit et interrogations sur la conduite autonome en Chine](https://mecapress.com/events/1862-tesla-chute-de-56-du-profit-et-interrogations-sur-la-conduite-autonome-en-chine.md) Tesla voit son bénéfice reculer de 56 % alors qu'il multiplie les baisses de prix en Chine, où le déploiement de ses fonctions de conduite autonome reste attendu. 1 sources, 1 articles · Chine, États-Unis ### 2 November 2026 — [Les difficultés de Tesla en Chine de plus en plus difficiles à ignorer](https://mecapress.com/events/2356-les-difficultes-de-tesla-en-chine-de-plus-en-plus-difficiles-a-ignorer.md) Une analyse souligne la pression croissante sur Tesla en Chine, entre recul des ventes et concurrence locale. Le constructeur américain reste dépendant de son marché chinois. 2 sources, 3 articles · Chine, États-Unis ### 3 November 2026 — [Tesla a modifié neuf fois sa politique d'achat en un an en Chine](https://mecapress.com/events/2882-tesla-a-modifie-neuf-fois-sa-politique-d-achat-en-un-an-en-chine.md) Tesla a ajusté à neuf reprises ses conditions d'achat en Chine en l'espace d'un an, une stratégie qui complique la lecture des prix pour les clients. 2 sources, 2 articles · Chine ### 3 November 2026 — [Les acheteurs potentiels de Tesla en Chine restent dans l'attente](https://mecapress.com/events/2949-les-acheteurs-potentiels-de-tesla-en-chine-restent-dans-l-attente.md) Un article analyse les raisons pour lesquelles les acheteurs potentiels de Tesla en Chine hésitent encore avant de passer commande. 1 sources, 2 articles · Chine ### 4 November 2026 — [L'action Tesla recule malgré de bons résultats trimestriels, la monétisation des robots repoussée à 2027](https://mecapress.com/events/3727-l-action-tesla-recule-malgre-de-bons-resultats-trimestriels-la-monetisation-des.md) Tesla publie des résultats du troisième trimestre jugés solides mais son action recule, la monétisation de ses robots Optimus étant repoussée à 2027. L'article évoque aussi les partenaires technologiques du groupe. 1 sources, 1 articles · États-Unis ### 4 November 2026 — [Tesla aurait 50 000 véhicules électriques invendus](https://mecapress.com/events/4387-tesla-aurait-50-000-vehicules-electriques-invendus.md) Selon InsideEVs, Tesla disposerait d'environ 50 000 voitures électriques non vendues, signe de difficultés commerciales persistantes pour le constructeur américain. 1 sources, 1 articles · États-Unis --- Cite as: Mecapress, “Tesla: deliveries exceed 486,000 with mixed results”, https://mecapress.com/stories/32-tesla-deliveries-exceed-486-000-with-mixed-results Methodology: https://mecapress.com/methodology