Monday, June 29, 2026

Tesla's official Q2 delivery consensus set near 406,000

Tesla

Tesla released its compiled analyst consensus on June 27 ahead of second-quarter delivery figures due around July 2, with 21 analysts averaging about 406,000 vehicles - roughly 392,700 Model 3/Y and about 13,000 other models - a 12% sequential gain over Q1. A separate 17-analyst energy consensus pegged storage deployments at 13.8 GWh, up 36% from Q1's 8.8 GWh. The numbers frame Wall Street's expectations as Tesla works to stabilize automotive volumes and scale its energy business.