Tesla shares rose 1.2% to $362.21 in early Thursday trading after Goldman Sachs lowered its third-quarter delivery forecast to approximately 435,000 vehicles, below Wall Street's 456,000 consensus. Goldman analyst Mark Delaney maintains a Hold rating and a $360 price objective. Tesla deliveries reached close to 500,000 vehicles in the third quarter of 2025 before falling to 418,000 in the fourth quarter, while 2026 shipments are projected at approximately 1.8 million, up from roughly 1.6 million in 2025. Investors are increasingly emphasizing Tesla's artificial-intelligence businesses, including its robotaxi service and humanoid robots, over vehicle deliveries. Institutional ownership stands at 66.2%, while CFO Vaibhav Taneja sold 2,606 shares for approximately $938,499 to meet tax withholding obligations tied to vested equity compensation. Analysts tracked by MarketBeat have a Hold consensus overall, with 21 Buy, 19 Hold and five Sell ratings and an average price target of $412.25. Near-term developments include Tesla's entry into Vietnam, an October 1 Roadster unveiling and Samsung's trial production of the AI5 processor under a reported $16.5 billion foundry contract. Tesla's latest quarterly report showed $28.24 billion in revenue and earnings per share of $0.33, compared with consensus estimates of $26.42 billion and $0.50, respectively.