Tesla Q1 2026 Delivery Consensus Estimates 365,645 Total Deliveries
Analyst consensus estimates Tesla will deliver 365,645 vehicles in Q1 2026, down from 418,227 in Q4 2025.
- 365,645
- 418,227
- 14.4 GWh
What Happened
Tesla released its company-compiled delivery consensus from 23 sell-side analysts, covering Q1 2026 estimates and longer-term outlooks. The consensus includes both vehicle deliveries and energy storage deployments.
365,645
Analyst consensus median is 363,371, down from 418,227 actual in Q4 2025.
- 406,585 vs 351,179
- 11,642 vs 13,946
- 418,227 vs 365,645
Why this matters
The consensus provides a benchmark for investors and the market to gauge Tesla's near-term performance and demand trends.
Terms in This Story
- consensus
- An average or median of estimates from multiple analysts.
- sell-side analysts
- Analysts working for investment banks or brokerages who provide research and forecasts.
- GWh
- Gigawatt-hour, a unit of energy storage capacity.
Summarised from the linked release; details can be imperfect — always verify against the original source.