Trader consensus on Polymarket heavily favors 350,000–375,000 Tesla vehicle deliveries in Q1 2026 at 64.5% implied probability, anchored by the company's March 26 release of analyst estimates totaling 365,645 units—an 8% year-over-year increase from Q1 2025's 336,681 but a sequential drop from Q4 2025's 418,227 amid softening EV demand. Regional data underscores caution: U.S. sales fell 17% in January, Europe saw mixed February gains on a low base while BYD outsold Tesla, and China rebounded early in the quarter. The 30% odds on under 350,000 reflect bearish views like UBS's 345,000 forecast citing persistent demand weakness despite production ramps and incentives. Official numbers due early April could shift sentiment as Q1 closes March 31.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten · Aktualisiert350.000–375.000 65%
<350k 30%
375.000–400.000 6.2%
400.000–425.000 <1%
$754,985 Vol.
$754,985 Vol.
<350k
30%
350.000–375.000
65%
375.000–400.000
6%
400.000–425.000
<1%
425.000–450.000
<1%
450k–475k
<1%
475.000–500.000
<1%
500.000+
<1%
350.000–375.000 65%
<350k 30%
375.000–400.000 6.2%
400.000–425.000 <1%
$754,985 Vol.
$754,985 Vol.
<350k
30%
350.000–375.000
65%
375.000–400.000
6%
400.000–425.000
<1%
425.000–450.000
<1%
450k–475k
<1%
475.000–500.000
<1%
500.000+
<1%
If Tesla does not publish Q1 2026 delivery figures by May 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
The resolution source will be https://ir.tesla.com/press.
Markt eröffnet: Jan 2, 2026, 2:09 PM ET
Resolver
0x2F5e3684c...If Tesla does not publish Q1 2026 delivery figures by May 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
The resolution source will be https://ir.tesla.com/press.
Resolver
0x2F5e3684c...Trader consensus on Polymarket heavily favors 350,000–375,000 Tesla vehicle deliveries in Q1 2026 at 64.5% implied probability, anchored by the company's March 26 release of analyst estimates totaling 365,645 units—an 8% year-over-year increase from Q1 2025's 336,681 but a sequential drop from Q4 2025's 418,227 amid softening EV demand. Regional data underscores caution: U.S. sales fell 17% in January, Europe saw mixed February gains on a low base while BYD outsold Tesla, and China rebounded early in the quarter. The 30% odds on under 350,000 reflect bearish views like UBS's 345,000 forecast citing persistent demand weakness despite production ramps and incentives. Official numbers due early April could shift sentiment as Q1 closes March 31.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten · Aktualisiert
Vorsicht bei externen Links.
Vorsicht bei externen Links.
Häufig gestellte Fragen