On average, Wall Street analysts had expected around 98,000 deliveries for the quarter.
Shares fell $10.42, or 4.3%, to $232.71 in after-hours trading.
Last week, in a company memo leaked to the Tesla fan site Electrek, CEO Elon Musk told employees that it had "a shot" at hitting 100,000 deliveries for the quarter pending a last-minute delivery push.
Tesla has been ramping up deliveries to Europe this year, but U.S. demand remains a source of concern for investors amid a stepdown of federal EV tax credits and emerging competition in the EV market. Tesla shares are down 22% year to date.
In its second quarter letter to shareholders, Tesla reported 95,356 vehicle deliveries overall and 77,634 deliveries of the Model 3, and reiterated its prior guidance of 360,000 to 400,000 vehicle deliveries for full year 2019.
Tesla is due to report its full third quarter earnings on Oct. 23.
"After Tesla leaked out last Friday that 100,000+ was in store, that number got priced in as the stock jumped approximately 6%," said TheStreet's Anton Wahlman, a columnist who follows the electric-car market and is shorting Tesla "Clearly at that point, there was no room for error -- if the company failed to birth a 100,000 number, the stock was likely going to give back the premature 6% gift it received," he added.
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