{"id":5848,"date":"2026-10-02T15:17:54","date_gmt":"2026-10-02T15:17:54","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=5848"},"modified":"2026-10-02T15:17:54","modified_gmt":"2026-10-02T15:17:54","slug":"cramer-says-buy-tesla-stock-but-not-because-of-q3-deliveries","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=5848","title":{"rendered":"Cramer says buy Tesla stock, but not because of Q3 deliveries"},"content":{"rendered":"
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Tesla (TSLA) stock is pushing higher on Friday morning after the electric vehicles (EV) behemoth posted a strong third-quarter delivery report.<\/p>\n

The company delivered 486,532 vehicles in Q3, handily beating Street estimates of about 461,000 only, even as total volume slipped roughly 2.1% on a year-over-year basis.<\/p>\n

Despite the post-data surge, however, Tesla shares remain down over 15% versus the start of this year (2026).<\/p>\n

Cramer\u2019s bullish view on Tesla stock has nothing to do with deliveries<\/h2>\n

While Wall Street focuses on retail vehicle sales figures, famed investor Jim Cramer has a radically different thesis for buying TSLA stock.<\/p>\n

On CNBC<\/em> this morning<\/a>, he argued that the ultimate growth catalyst for the EV firm is not strictly inside its automotive factories, but rather tied to billionaire Elon Musk\u2019s aerospace and AI giant \u2013 SpaceX.<\/p>\n

Following Tesla’s conversion of its $2 billion xAI investment into a direct minority stake in SpaceX earlier this year, its shareholders have direct financial exposure to the space company.<\/p>\n

Highlighting SPCX\u2019s expanding infrastructure, Cramer pointed out that it has \u201cmassive\u201d compute capacity, effectively renting out raw computing power and charging customers for compute access.<\/p>\n

He envisions a scenario where SpaceX experiences an enormous \u201cexplosion in earnings,\u201d boosting Tesla\u2019s balance sheet and by extension, its share price over time.<\/p>\n

Cramer explains what drove the upside in TSLA third-quarter deliveries<\/h2>\n

Addressing Tesla\u2019s recent delivery beat, Cramer acknowledged that traditional automotive drivers are re-evaluating electric mobility due to pain at the pump.<\/p>\n

With global crude markets volatile and gasoline prices surging significantly across major domestic markets, consumers are increasingly viewing EVs as a budget-friendly escape from elevated fuel expenses.<\/p>\n

Cramer noted that whenever gas prices push higher meaningfully, the perceived financial bargain of switching to an electric vehicle becomes obvious to prospective buyers.<\/p>\n

This macro cost squeeze on combustion engine owners has provided a key tailwind for Tesla shares \u2013 helping drive delivery numbers beyond consensus estimates as cost-conscious commuters seek cheaper energy alternatives.<\/p>\n

How to play TSLA shares after the Q3 delivery report?<\/h2>\n

All in all, Cramer\u2019s commentary underlines a shifting narrative around Tesla\u2019s long-term valuation model<\/a>.<\/p>\n

While short-term delivery beats validate near-term consumer demand amidst high gas prices, the overarching bull case increasingly hinges on cross-company tech synergies, AI infrastructure, and energy ecosystem expansion.<\/p>\n

Between Tesla\u2019s growing energy storage deployments \u2013 which reached 13.7 GWh in Q3 alone \u2013 and its shared tech nexus with Musk’s broader portfolio of compute-heavy ventures, the market is beginning to price TSLA less like a traditional automaker and more like a diversified tech empire.<\/p>\n

For investors listening to Cramer, the delivery beat is merely a welcome bonus; the real long-term prize lies in the massive computational and technological expansion unfolding across Musk’s entire industrial ecosystem.<\/p>\n

Note that Wall Street also currently rates TSLA shares at Overweight.<\/p>\n

The post Cramer says buy Tesla stock, but not because of Q3 deliveries<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Tesla (TSLA) stock is pushing higher on Friday morning after the electric vehicles (EV) behemoth posted a strong third-quarter delivery report.The company delivered 486,532 vehicles in Q3, handily beating Street estimates of about 461,000 only, even as total volume slipped roughly 2.1% on a year-over-year basis.Despite the post-data surge, however, Tesla shares remain down over…<\/p>\n","protected":false},"author":1,"featured_media":5849,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-5848","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5848","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5848"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5848\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/5849"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5848"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5848"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5848"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}