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.