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Tesla, Rivian Deliveries Beat Estimates: Analysts Explain Why TSLA Rallied While RIVN Fell

Summary by BizToc
Black said the upside caused by high gas prices could support higher full-year 2026 estimates after Tesla's earnings report, depending on how much the company spends on AI. Gerber said the run rate remains below two million vehicles a year, calling it "massively disappointing." Gene Munster of…

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BizTocBizToc

Tesla, Rivian Deliveries Beat Estimates: Analysts Explain Why TSLA Rallied While RIVN Fell

Black said the upside caused by high gas prices could support higher full-year 2026 estimates after Tesla's earnings report, depending on how much the company spends on AI. Gerber said the run rate remains below two million vehicles a year, calling it "massively disappointing." Gene Munster of…

Read Full Article
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BizToc broke the news on Saturday, October 3, 2026.
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