TSLA shifts to less profitable cars in Q3-2026, Gordon Johnson notes

Traders Union
All News
Market Voices
TSLA Q3 deliveries rise, U.S. falls

Top Stories

Editors' Picks

Stocks

Crypto

Economics

Currencies

Commodities

Business & Wealth

Market Voices

3 hours ago

TSLA shifts to less profitable cars in Q3-2026, Gordon Johnson notes — TSLA Q3 deliveries rise, U.S. falls

TSLA reported a 1.4 percent increase in third-quarter deliveries, according to figures shared by Gordon Johnson, CEO and analyst at GLJ Research.

Johnson estimates TSLA deliveries declined 9.2 percent quarter-on-quarter in the U.S. but grew 17.8 percent in China. He also commented that TSLA traded its most profitable cars for its least profitable ones in the third quarter of 2026, describing this development as negative.

View post on X Loading...

The tweet was deleted by the author.

But we saved everything 🙂.

Earlier this year, Gordon Johnson noted that TSLA raised its borrowing limit to $30 billion as cash flow turned negative and capital expenditures surpassed $25 billion in guidance, according to a previous article. Johnson has also commented on broader macroeconomic trends, including the Federal Reserve's rapid $5 trillion balance sheet expansion over two years, as reported in another article. These developments provide context for TSLA’s latest delivery figures.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Did you like the article?

Editor's Picks for You

What is a national blockchain network and does the world need one?

By Olena Litvinenko
13 hours ago

What is a national blockchain network and does the world need one?

Editors' Picks

CertiK expert: Hackers are winning the arms race for now

By Eugene Komchuk
16 hours ago

CertiK expert: Hackers are winning the arms race for now

Editors' Picks

Ledger’s spy chip scandal: Can hardware wallets still guard crypto’s cold storage?

By Dmytro Kharkov
18 hours ago

Ledger’s spy chip scandal: Can hardware wallets still guard crypto’s cold storage?

Editors' Picks

All Editors' Top Picks

Latest Gordon Johnson News

Gordon Johnson: Fed balance sheet grew by $5 trillion in two years

By Pavlo Kot
09.10.2026

Gordon Johnson: Fed balance sheet grew by $5 trillion in two years

Market Voices

#Gordon Johnson

Bitcoin could bottom near $70 by October month-end, Gordon Johnson suggests

By Mikhail Vnuchkov
07.10.2026

Bitcoin could bottom near $70 by October month-end, Gordon Johnson suggests

Market Voices

#Gordon Johnson

Gordon Johnson: Questioning value of U.S. Treasuries as AI credit offers higher returns

By Yulia Slavina
06.10.2026

Gordon Johnson: Questioning value of U.S. Treasuries as AI credit offers higher returns

Market Voices

#Gordon Johnson

All Gordon Johnson News

Olena Litvinenko
13 hours ago

What is a national blockchain network and does the world need one?

Eugene Komchuk
16 hours ago

CertiK expert: Hackers are winning the arms race for now

Dmytro Kharkov
18 hours ago

Ledger’s spy chip scandal: Can hardware wallets still guard crypto’s cold storage?

Pavlo Kot
Yesterday

Blockchain becomes a burden: Why crypto projects are abandoning L2 networks

Pavlo Kot
10.10.2026

Threat No. 1: How Lazarus Group targets crypto companies

Yulia Slavina
7 min ago

Thomas Lee: Korean equity downturn may impact crypto markets

Mikhail Vnuchkov
16 min ago

Trouble for bulls may begin with NQ_F falling below 29000, Yuriy Matso warns

Mikhail Vnuchkov
37 min ago

Scott Melker: Firelight model has depositors cover exploits for yield while funds stay external

Oksana Koneva
1 hour ago

NYSE honors Italian Americans reaching top in finance, Charles Gasparino reports

Igor Krasulya
1 hour ago

Mini bagels are never fresh at financial firm events, Sam Ro says

Top News

Andrey Mastykin
10 hours ago

Oil prices hit near two-week highs as Houthi strikes threaten Gulf shipping

Oil prices hit near two-week highs as Houthi strikes threaten Gulf shipping

Hanna Syniavska
13 hours ago

India inflation hits 22-month high as energy costs drive price pressures

India inflation hits 22-month high as energy costs drive price pressures

Eugene Komchuk
16 hours ago

CertiK expert: Hackers are winning the arms race for now

CertiK expert: Hackers are winning the arms race for now

Andrey Mastykin
17 hours ago

Gold falls below $4,200 ahead of key U.S. inflation report

Gold falls below $4,200 ahead of key U.S. inflation report

Dmytro Kharkov
18 hours ago

Ledger’s spy chip scandal: Can hardware wallets still guard crypto’s cold storage?

Ledger’s spy chip scandal: Can hardware wallets still guard crypto’s cold storage?

Top 5 companies for you

United States

Live News

Ksenia Gerey
Now

Bitwise CIO names four crypto assets with long-term growth potential

Jose Antonio Gastelum
Now

Bank of England favors cautious approach to digital pound launch

Eugene Komchuk
Now

Strategy buys another 250 Bitcoin for $21.5 million

Mykhailo Ihnatenko
Now

AMD stock faces deeper correction after losing $620 support

Anton Kharitonov
Now

EUR/USD remains under pressure as dollar strength and European risks weigh on the euro

© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186

Risk disclosure:

Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.
Disclaimer:

Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.
Disclosure of advertisers and revenues:

All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.