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Tesla Q1 2026 deliveries consensus 365645 versus Troy 375000

March 30, 2026Sawyer Merritt, Troy Teslike, Ark Invest Daily

Multiple accounts anchor Tesla near term price action to Q1 deliveries, contrasting the company compiled consensus with TroyTeslike estimates and arguing media comparisons to Q4 are misleading seasonality.

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QUOTES

Tesla is expected to release their Q1 production and delivery results tomorrow morning (April 2nd) before 9:30 AM ET.

Wall Street is expecting a delivery number of 365,645, with @TroyTeslike at 375,000.

Here are the final Tesla delivery estimates for Q1 2026: • My estimate: 375,000 • Analyst consensus: 365,645

VOICES

Sawyer Merritt

Troy Teslike

Ark Invest Daily

Whole Mars Catalog

MarketMaestro

LuxAlgo

Gali

The Inner Circle Trading Group DP David Prince

RELATED TERMS

deliveriesearnings-catalystseasonalityteslatsla

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