Tesla's stock price surged 14% on the 2nd! Sales in Q3 2025 may "bottom out and rebound"?

mitrade
2025.09.15 03:07
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Tesla's stock price surged 7.36% on September 12, accumulating a 14% increase, nearly erasing all declines since 2025. The market expects third-quarter delivery volumes to exceed expectations, with Tesla's sales rebounding in China and Europe, and the Model YL sold out in the Chinese market. Nevada has approved Robotaxi testing, and Tesla will launch autonomous taxi services in the future. If Musk can increase Tesla's market value to $8.5 trillion within the next 10 years, he will receive a trillion-dollar compensation

Investment Insights - Due to market expectations that Tesla's third-quarter delivery volume will exceed expectations, coupled with new developments in the Robotaxi business, Tesla's stock price has soared.

On September 12, Tesla (TSLA) surged 7.36%, closing at $395.94. In the past two days, Tesla's stock price has cumulatively risen 14%, nearly erasing all declines since 2025.

On the information front, Tesla's sales in China have shown signs of recovery. Additionally, Nevada has issued a Robotaxi testing permit to Tesla.

【Source: TradingView; Tesla (TSLA) stock price trend over the past year】

Tesla's sales in China and Europe are recovering, and third-quarter delivery volume may exceed expectations.

Recently, Tesla has seen positive signals in sales in China and Europe. The Model YL launched by Tesla has sold out in the Chinese market, with new orders indicating the earliest expected delivery time is November 2025.

The head of the German factory stated that due to very impressive sales data, the production plans for the third and fourth quarters have been adjusted upward.

"Every hedge fund is aware that Tesla's third-quarter delivery volume will exceed expectations. This is due to buyers rushing to purchase vehicles before the $7,500 electric vehicle subsidy expires on September 30, leading to an early release of demand for the fourth quarter," said Gary Black, managing partner of The Future Fund LLC.

Robotaxi expansion accelerates, Musk "returns"

The Nevada Department of Motor Vehicles has approved Tesla's testing registration certification, and Tesla will launch Robotaxi (autonomous taxi) services in Nevada in the future. Previously, Tesla's Robotaxi has successfully launched in Austin, Texas.

According to the latest compensation plan released by Tesla's board of directors, if Musk can expand the Robotaxi and robotics business and increase Tesla's market value to $8.5 trillion within the next 10 years, he could receive a compensation package worth trillions of dollars.

"Musk has 'completed' his political service and has returned to Tesla," said Tesla Chair Robyn Denholm

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