Tesla's publication of a Q1 2026 delivery consensus at 365,645 vehicles—compiled from 23 sell-side analysts—has solidified trader consensus around the 350k–375k outcome at 64.5% implied probability, reflecting an 8% year-over-year increase from Q1 2025's 337k despite a typical seasonal 13% quarter-over-quarter drop from Q4 2025's 418k. Strong February exports from Shanghai Gigafactory (up 91% YoY) bolstered optimism, offsetting U.S. demand softness following the September 2025 EV tax credit expiration and conservative previews like Deepwater's 345k estimate fueling the 30% odds on under 350k. Official figures, due around April 2, remain the key catalyst amid ongoing Model 3/Y production dynamics and energy storage growth.
Experimental AI-generated summary referencing Polymarket data · Updated350k–375k 65%
<350k 30%
375k–400k 6.7%
400k–425k <1%
$755,394 Vol.
$755,394 Vol.
<350k
30%
350k–375k
65%
375k–400k
7%
400k–425k
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500k+
<1%
350k–375k 65%
<350k 30%
375k–400k 6.7%
400k–425k <1%
$755,394 Vol.
$755,394 Vol.
<350k
30%
350k–375k
65%
375k–400k
7%
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.
Market Opened: 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 publication of a Q1 2026 delivery consensus at 365,645 vehicles—compiled from 23 sell-side analysts—has solidified trader consensus around the 350k–375k outcome at 64.5% implied probability, reflecting an 8% year-over-year increase from Q1 2025's 337k despite a typical seasonal 13% quarter-over-quarter drop from Q4 2025's 418k. Strong February exports from Shanghai Gigafactory (up 91% YoY) bolstered optimism, offsetting U.S. demand softness following the September 2025 EV tax credit expiration and conservative previews like Deepwater's 345k estimate fueling the 30% odds on under 350k. Official figures, due around April 2, remain the key catalyst amid ongoing Model 3/Y production dynamics and energy storage growth.
Experimental AI-generated summary referencing Polymarket data · Updated



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