Shares of Tesla fell 3.5% Wednesday after the electric vehicle maker’s third-quarter deliveries came in slightly below estimates, underscoring the challenges of the EV market and the burden of high expectations.

Tesla handed over 462,890 vehicles in the July-September period, up 6.4% from a year earlier, marking its first quarterly growth after two straight quarters of falling sales. But that fell short of 469,828 deliveries expected on average by 12 analysts polled by LSEG.