Tesla Faces Optimus Production Snags as Analysts Diverge on Q3 Deliveries

Key Facts

1Tesla is reportedly facing production challenges with its Optimus humanoid robot due to complex hand assemblies and supplier constraints.

2StoneX maintained a Buy rating and a $475 price target for Tesla ahead of its Q3 vehicle delivery report.

3StoneX forecasts 446,500 vehicle deliveries for Q3, while Goldman Sachs has cut its own estimates.

Tesla is reportedly facing production challenges with its Optimus humanoid robot due to complex hand assemblies and supplier constraints. Yahoo Finance reported that these bottlenecks emerge as analysts diverge on vehicle delivery expectations, with Goldman Sachs cutting its estimates while other firms maintain their outlook.

StoneX maintained a Buy rating for Tesla with a $475 price target and forecasts 446,500 vehicle deliveries for the third quarter. Regarding market performance, TSLA closed at $377.94 on September 24, 2026, while GS closed at $923.29 and SNEX closed at $69.52 on the same date.