Trader consensus on Polymarket heavily favors 350,000–375,000 Tesla vehicle deliveries in Q1 2026 at 74.5% implied probability, anchored by Tesla's March 26 publication of analyst estimates totaling 365,645 units—a median of 363,371 from 23 sell-side firms. This reflects a typical 12–13% sequential drop from Q4 2025's 418,227 deliveries amid seasonal demand softness, offset by 8% year-over-year growth from Q1 2025's 336,681, bolstered by strong Shanghai Gigafactory output like February's 58,600 vehicles. The <350,000 outcome at 19.5% captures residual concerns over inventory buildup and softening U.S. demand, while higher bins languish below 1% absent production surges. With Q1 closing March 31, official figures due early April could shift odds on last-minute pushes or supply chain hiccups.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten · Aktualisiert350.000–375.000 75%
<350k 19%
375.000–400.000 6.2%
400.000–425.000 <1%
$813,537 Vol.
$813,537 Vol.
<350k
19%
350.000–375.000
75%
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 75%
<350k 19%
375.000–400.000 6.2%
400.000–425.000 <1%
$813,537 Vol.
$813,537 Vol.
<350k
19%
350.000–375.000
75%
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 74.5% implied probability, anchored by Tesla's March 26 publication of analyst estimates totaling 365,645 units—a median of 363,371 from 23 sell-side firms. This reflects a typical 12–13% sequential drop from Q4 2025's 418,227 deliveries amid seasonal demand softness, offset by 8% year-over-year growth from Q1 2025's 336,681, bolstered by strong Shanghai Gigafactory output like February's 58,600 vehicles. The <350,000 outcome at 19.5% captures residual concerns over inventory buildup and softening U.S. demand, while higher bins languish below 1% absent production surges. With Q1 closing March 31, official figures due early April could shift odds on last-minute pushes or supply chain hiccups.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten · Aktualisiert
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