Elon Musk Hints at Three-Row Tesla SUV While Concerns Over Delivery Growth Persist
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 26 2026
0mins
Should l Buy TSLA?
Source: stocktwits
New Vehicle Model Announcement: Elon Musk teased a new Tesla vehicle model in response to Flexport CEO Ryan Petersen, hinting at a family SUV with unique features.
Delivery Estimates: Tesla is projected to deliver 365,645 vehicles in the upcoming three months and aims for a total of 1.69 million deliveries by the end of 2026, surpassing last year's figures.
Stock Market Reaction: Tesla's stock saw a 3% decline as concerns about delivery growth persisted, despite a 37% increase over the past year.
Upcoming Products: Tesla plans to start production of its Semi truck and a dedicated robotaxi called Cybercab this year, with ambitious production goals set for both models.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 391.950
Low
25.28
Averages
401.93
High
600.00
Current: 391.950
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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