US EditionElon Musk's Tesla Sees Q1 Slowdown—365K Deliveries Expected - Tesla (NASDAQ:TSLA)
Tesla's Q1 2026 deliveries are forecasted at 365,645 vehicles, an 8% rise from Q1 2025 but a 13% drop from Q4 2025, with Model 3 and Model Y dominating deliveries.
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Elon Musk's Tesla Sees Q1 Slowdown—365K Deliveries Expected - Tesla (NASDAQ:TSLA)
Tesla Inc. (NASDAQ:TSLA) has shared company-complied delivery estimates for the first quarter of 2026, citing data from various industry analysts and research firms. Tesla Touts 365K Deliveries In a press release published on Thursday, the automaker shared that analysts expect 365,645 deliveries this quarter, with 351,179 units comprising the Model 3 and Model Y. Tesla also shared that analysts estimate the company to deliver over 1,689,691 unit…
Tesla publishes Q1 2026 analyst estimates, shows a modest uptick from last year
Tesla published its Q1 2026 delivery consensus that compiles data from 23 sell-side sources, and it shows a modest 8% increase compared to Q1 2025. The company is projected to sell 365,645 vehicles, up from 336,681 cars sold last year, around the same time. Now, while the 8% increase in sales sounds good on paper, when you put it into context, the prognosis for 2026 is rather bleak. Firstly, the Q1 2026 estimates suggest a decline by 13% from Q4…
Tesla Stock Falls as New Delivery Forecast Raises Fresh Demand Questions
Tesla shares fell 1.4% to $366.75 Friday after the company’s analyst consensus showed 2026 vehicle deliveries dropping to 1.689 million, down from January’s 1.723 million estimate. First-quarter deliveries slid to 365,645 vehicles, below the previous quarter’s 418,227. The Nasdaq dropped 1.33% amid Middle East tensions and rising oil prices. Tesla lost the global EV sales lead to BYD in 2025 after a second year of declines. The post Tesla Stock …
Tesla will publish its official figures on April 2nd. For the distribution, we are talking about 351 179 Model 3 and Model Y. The Models S, Model X and Cybertruck are grouped together and show 13,946 units. This is an increase of 19.8% compared to the fourth quarter 2025 where the three models had accumulated 11,642 deliveries. As a reminder, Tesla abandons its Model S and Model X. Exits these vehicles, their production lines will be reconverted…
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Bias Distribution
- 67% of the sources lean Left
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