Tesla's release of its Q1 2026 delivery consensus at 365,645 vehicles—compiled from Wall Street analysts—has solidified trader consensus around the 350k–375k outcome at 64% implied probability, reflecting an 8.6% year-over-year increase from Q1 2025's 336,681 despite a 12.6% quarter-over-quarter drop from Q4 2025's 418,227. Early-quarter headwinds, including a 45% China sales plunge in January and 17% U.S. decline, tempered expectations, but March ramps in China (with stores hitting targets) and stabilizing Europe registrations have aligned sentiment with analyst medians near 363k–367k. The <350k bin at 30% captures bearish risks like UBS's 345k forecast amid softer EV demand recovery. Official figures due early April could shift odds amid end-quarter delivery pushes.
Resumen experimental generado por IA con datos de Polymarket · Actualizado350k–375k 64%
<350k 30%
375k–400k 6.2%
400k–425k <1%
$751,252 Vol.
$751,252 Vol.
<350k
30%
350k–375k
64%
375k–400k
6%
400k–425k
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500k+
<1%
350k–375k 64%
<350k 30%
375k–400k 6.2%
400k–425k <1%
$751,252 Vol.
$751,252 Vol.
<350k
30%
350k–375k
64%
375k–400k
6%
400k–425k
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500k+
<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.
Mercado abierto: 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...Tesla's release of its Q1 2026 delivery consensus at 365,645 vehicles—compiled from Wall Street analysts—has solidified trader consensus around the 350k–375k outcome at 64% implied probability, reflecting an 8.6% year-over-year increase from Q1 2025's 336,681 despite a 12.6% quarter-over-quarter drop from Q4 2025's 418,227. Early-quarter headwinds, including a 45% China sales plunge in January and 17% U.S. decline, tempered expectations, but March ramps in China (with stores hitting targets) and stabilizing Europe registrations have aligned sentiment with analyst medians near 363k–367k. The <350k bin at 30% captures bearish risks like UBS's 345k forecast amid softer EV demand recovery. Official figures due early April could shift odds amid end-quarter delivery pushes.
Resumen experimental generado por IA con datos de Polymarket · Actualizado
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