Tesla Q1 2026 Delivery Consensus: 365,645 Total Deliveries Expected
365,645
351,179
What Happened
Tesla has published its company-compiled consensus of sell-side analyst estimates for the first quarter of 2026 and beyond. The consensus includes 23 analysts' forecasts for vehicle deliveries and 18 for energy storage deployments. Tesla notes that it does not endorse any of the analysts' information or conclusions.
365,645
Down from 418,227 in Q4 2025 actual
14.4GWh
Up from 14.2 GWh in Q4 2025
Why this matters
The data provides a market benchmark for Tesla's near-term sales performance and influences investor expectations.
Terms in This Story
- EV
- Electric vehicle, a vehicle powered fully or partly by electricity.
- GWh
- Gigawatt-hour, a large unit used to describe battery or energy capacity.
- OTA
- Over-the-air update, a software update delivered remotely to a vehicle.
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