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Wall Street estimates for Tesla's Q3 2026 deliveries range from 421,758 to 482,000, a 60,000-unit spread, ahead of Friday's report. Analysts cite weak August sales in the US, down 26% year-over-year, and China, down 12.4%. Every estimate implies a year-over-year decline from the record 497,099 deliveries in Q3 2025.
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