Tesla Model YL Production Delay Sparks Investigation Amidst Share Gains

Tesla's new Model YL launch has been met with mixed news, with reports suggesting it may not be available in the US until 2026 due to the advent of self-driving technology. However, investors remain optimistic, and shares gained 2% in Monday trading. Despite a Hold consensus rating from Wall Street analysts, Tesla's share price has rallied 59.47% over the past year, with an average price target of $305.37 per share.

Tesla's new Model Y L has been met with mixed news, with reports suggesting it may not be available in the United States until 2026 due to the advent of self-driving technology. However, investors remain optimistic, and shares gained 2% in Monday trading.

Elon Musk, the CEO of Tesla, commented on the launch of the new Model Y L in China, stating that the best chance for starting production in the United States is at the end of next year. He further noted that this version of the Model Y might never come to North America due to its altered dimensions and the anticipated mainstream adoption of self-driving cars and robotaxis in the region [1].

The Model Y L is designed to cater to the Chinese and Asian market, which values extended family travel and seating for six people. Musk believes that this customer base does not require advanced self-driving features like Tesla Full Self-Driving (FSD), making the Model Y L less suitable for the North American market [1].

Despite the uncertainty surrounding the Model Y L's availability in the US, Tesla's stock has shown resilience. Shares gained 2% in Monday trading, despite a Hold consensus rating from Wall Street analysts. Over the past year, Tesla's share price has rallied 59.47%, with an average price target of $305.37 per share [1].

Tesla has also secured approval for its upcoming 2026 Model Y Long Range manufactured at its Giga Berlin factory to qualify for Quebec’s $4,000 provincial rebate. This approval comes at a critical moment for Tesla and Quebec's EV market, which has seen a significant drop in EV sales over the past year [2].

References:
[1] https://www.teslaoracle.com/2025/08/22/elon-musk-shares-why-tesla-model-y-l-might-never-come-to-the-united-states/
[2] https://driveteslacanada.ca/news/2026-tesla-model-y-from-giga-berlin-approved-for-quebecs-4000-ev-rebate/