Market sentiment for "xai stock price forecast" is moderately bullish, backed by increasing institutional positions. The RSI sits at 63, signaling room for further upside, especially if the company’s AI adoption rate continues to drive revenue growth. But rather than defend what could eventually become obsolete, Alphabet decided to make drastic changes. In many cases, users who run Google Search queries will now receive AI-generated, text-based responses above the web search results to give them faster access to information. Google also launched AI Overviews earlier this year, taking that concept a step further. Tesla stock ended the third quarter at $444.72 per share, giving the EV maker a market cap of $1.479 trillion at the end of Q3 2025. Benchmark’s estimates Benchmark analyst Mickey Legg noted that he expects Tesla’s deliveries to hit around 442,000 vehicles this Q3, which is under the 448,000-unit consensus but still well above the 384,000 vehicles that the company reported in Q2 2025. According to the analyst, some optimistic estimates for Tesla’s Q3 deliveries are as high as mid-460,000s. “Tesla is expected to report 3Q25 global production and deliveries on Thursday. We model 442,000 deliveries versus ~448,000 for FactSet consensus with some high-side calls in the mid-460,000s. A solid sequential uptick off 2Q25’s ~384,000, a measured setup into year-end given a choppy incentive/pricing backdrop,” the analyst wrote. Benchmark is not the only firm that holds an optimistic outlook on Tesla’s Q3 results. Deutsche Bank raised its own delivery forecast to 461,500, while Piper Sandler lifted its price target to $500 following a visit to China to assess market conditions. Cantor Fitzgerald also reiterated an “Overweight” rating and $355 price target for TSLA stock. Advertisement Benchmark reiterated a Buy rating and $475 PT on Tesla! ⚡️ $TSLA pic.twitter.com/uJ3I5GTrXg — Tesla New York (@TeslaNY) September 29, 2025 Stock momentum meets competitive headwinds Tesla’s anticipated Q3 results are boosted in part by the impending expiration of the federal EV tax credit in the United States, which analysts believe has encouraged buyers to finalize vehicle purchases sooner, as noted in an Investing.com report. Tesla shares have surged nearly 30% in September, raising expectations for a strong delivery report. Benchmark warned, however, that some volatility may emerge in the coming quarter. “With the stock up sharply into the print (roughly ~28-32% in September), its positioning raises the bar for an upside surprise to translate into further near-term strength; we also see risk of volatility if regional mix or ASPs underwhelm. We continue to anticipate policy-driven choppiness after 3Q as certain EV incentives/credits tighten or roll off in select markets, potentially creating 4Q demand air pockets and order-book lumpiness,” the analyst wrote. A sustained daily close above $19.50 could validate the upward channel in the "xai stock price forecast", triggering algorithmic buy signals across trading platforms.