Tesla has exceeded expectations for its third-quarter vehicle deliveries, signaling stronger-than-anticipated performance in the electric vehicle market. Analyst Gene Munster attributes the uptick to a shift away from the so-called "EV winter," suggesting renewed consumer demand and industry momentum. Projections for the full year 2027 now include a 15% growth outlook, reflecting optimism about long-term expansion in the sector. The update comes as Tesla continues to navigate challenges in production and competition amid the broader EV market shift.


Tesla Q3 Deliveries Beat Street Estimate, Gene Munster Says ‘EV Winter’ Is Thawing — Sees 15% Growth In Full Year 2027  Yahoo Finance