RBC Capital Markets Believes Tesla (TSLA) Remains On Track to Surpass Market Expectations for Q3 2025 Deliveries

Tesla, Inc. (NASDAQ:TSLA) is one of the Best WallStreetBets Stocks to Invest In. RBC Capital Markets believes that the company remains on track to surpass the market expectations for Q3 2025 deliveries, with stronger sales in the US and China fueling increased volumes. The firm expects 456,000 deliveries for Q3 2025. The improvement comes after 384,122 deliveries in Q2 2025. It also highlighted that regulatory changes in China have impacted the local OEMs, like BYD, while boosting Tesla, Inc. (NASDAQ:TSLA)’s position.

The company, at the time of posting its Q2 2025 results, highlighted that it continues to expand its vehicle offering, which includes the first builds of a more affordable model in June, with volume production planned for H2 2025. Furthermore, Tesla, Inc. (NASDAQ:TSLA) continued the development of Semi and Cybercab, both slated for volume production in 2026. Despite the uncertain macroeconomic environment amidst shifting tariffs, unclear impacts from changes to fiscal policy and political sentiment, Tesla, Inc. (NASDAQ:TSLA) continued to make high-value investments in CapEx and R&D.

Baron Funds, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:

“Tesla, Inc. (NASDAQ:TSLA) designs, manufactures, and sells electric vehicles (EVs), solar products, and energy storage solutions, while also developing advanced real-world AI technologies. Despite ongoing macroeconomic challenges and regulatory complexities, shares climbed after Tesla completed a limited commercial rollout of its highly anticipated robotaxi business in Austin—following more than a decade of development and billions of dollars in investment. This milestone signals a potentially transformative shift in the automotive industry and opens up a sizable new market beyond the company’s core operations. Investor sentiment also improved after Elon Musk stepped back from government-related engagements, boosting confidence in Tesla’s near-term execution. Tesla introduced a refreshed Model Y globally, featuring design and performance upgrades, and outlined plans to unveil new mass-market models starting next quarter. Meanwhile, the company is progressing toward scaling production of its humanoid robot, adding another dimension to its long-term growth story.”

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Disclosure: None. This article is originally published at Insider Monkey.