Tsla stock forecast next week incorporates institutional trading

TSLA stock forecast next week incorporates institutional trading patterns. Large block trades above $188 would be bullish indicators for upcoming price strength. “We expect Tesla’s 3Q25 deliveries to track meaningfully ahead of consensus expectations (433k), supported by the launch of Model Y L in China and US pre-buy effect ahead of EV incentives going away. We forecast 461.5k deliveries or roughly flat YoY but up +20% QoQ. We expect +20% growth in both China and N. America, with some decline in Europe as competition and branding continues to weigh in on demand. In China QTD through the third week of September, registration data is tracking around 141k units (vs. our 159k estimate for the quarter). Looking at the full-year, consensus is calling for 1.6m in deliveries which still appears achievable. While US sales will likely dip materially in 4Q after the incentives are eliminated, this could be partially offset by a strong quarter in China. We think 4Q volume could be somewhere between 2Q and 3Q, and model 409k units, leading to just below 1.6m units for the full year. Margin-wise, we expect 4Q to decline by 100bps QoQ due to lower volume and potentially higher tariff costs. All in, this translates to $1.53 in EPS vs. current consensus at $1.74.” Overall, IR-compiled consensus estimates put deliveries at 443,100: Advertisement $TSLA IR-compiled 3Q consensus deliveries for next week is 443.1K -4.3% YoY and +15.4% QoQ. Our 3Q estimate remains 470K so we are still looking for a material beat when TSLA reports 3Q deliveries and production on 10/2. The FY’2025 consensus is 1,603.2K so -10.4% YoY. pic.twitter.com/yuFh9Igvb9 — Gary Black (@garyblack00) September 26, 2025 Tesla received other price target boosts this week, including one from Wedbush’s Dan Ives , who bumped his outlook on the stock from $500 to a Street-high $600. TSLA stock forecast next week shows correlation with renewable energy sector ETFs. A rally in clean energy markets could attract crossover investment into EV equities.