4 October 2022 | Other

Tesla falls on supply and production gap

On Monday, shares of Tesla Inc fell 8.6%. Such a fall was caused by the fact that the company faced logistical problems in the delivery of cars, accordingly, their number did not match Wall Street forecasts. In turn, slowing economic growth caused doubts about demand.

Despite a record number of deliveries during the quarter, Tesla fell short of market expectations as the gap between production and delivery was particularly large as the company struggled to produce enough vehicles at peak times at a reasonable price.

Along with the supply gap, investors are also worried about demand amid rising prices for the company's vehicles, rising borrowing costs and meager global economic growth prospects.

Ryan Brinkman, an analyst at JP Morgan, said that while the electric-car maker continues to insist that supply constraints are limiting its supply, there remains a wide potential for demand to fall.

Still, analysts expect Tesla's production margins to remain strong in the fourth quarter because of its pricing power and its ability to use China as an export hub for many countries.

Company MarketCheese
Period: 30.04.2026 Expectation: 400 pips
Investing in Brent crude upon breaking above $101 per barrel
17 April 2026 41
Period: 24.04.2026 Expectation: 680 pips
USDCAD hits new three-week low amid weaker demand for dollar
17 April 2026 48
Period: 30.06.2026 Expectation: 5200 pips
Selling GBPUSD down to 1.30000
17 April 2026 39
Period: 24.04.2026 Expectation: 1050 pips
AUDCAD drops due to rising stagflation risks in Australia
17 April 2026 40
Period: 30.04.2026 Expectation: 1100 pips
Investing in USDJPY with 160.00 in view
16 April 2026 63
Gold sell
Period: 23.04.2026 Expectation: 20000 pips
Selling gold with $4,630 in sight amid monthly highs and declining volatility
16 April 2026 83
Go to forecasts