Not long ago, a cut to Tesla Inc.'s (NASDAQ: TSLA) delivery forecast from a name as influential as Goldman Sachs would have sent the shares sliding. On Sept. 15, 2026, Goldman did exactly that, slashing its estimate for the electric-car maker's third-quarter deliveries, yet the stock barely blinked. Tesla shares remain near recent highs despite Goldman’s cut to its forecast.
That muted reaction says everything about where Tesla now finds itself. Once judged, like any carmaker, on how many vehicles it sells, the company is increasingly valued on a wholly different promise: that it will lead the world into an age of self-driving cars, humanoid robots, and artificial intelligence. The cars, in the market's eyes, have become almost a sideshow.
