Trader consensus on Polymarket implies a 59% probability for Tesla Q1 2026 deliveries in the 350k–375k range, reflecting seasonal Q1 weakness—historically Tesla's lowest quarter due to Chinese New Year shutdowns and model-year transitions—tempered by projected 20–30% annual growth in 2025 from CEO Elon Musk's October earnings call. Q3 2024 deliveries hit 463k, beating lowered expectations amid EV demand softness, high interest rates, and BYD competition, but YoY growth slowed. The 33.5% odds for under 350k stem from risks like delayed affordable model launch (targeted late 2025) and Cybercab robotaxi production ramp in 2026. Watch Q4 2024 results in early January and FSD regulatory progress for sentiment shifts.
Experimental AI-generated summary referencing Polymarket data · Updated350k–375k 60%
<350k 33%
375k–400k 7.2%
450k–475k <1%
$747,263 Vol.
$747,263 Vol.
<350k
33%
350k–375k
60%
375k–400k
7%
400k–425k
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500k+
<1%
350k–375k 60%
<350k 33%
375k–400k 7.2%
450k–475k <1%
$747,263 Vol.
$747,263 Vol.
<350k
33%
350k–375k
60%
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...Trader consensus on Polymarket implies a 59% probability for Tesla Q1 2026 deliveries in the 350k–375k range, reflecting seasonal Q1 weakness—historically Tesla's lowest quarter due to Chinese New Year shutdowns and model-year transitions—tempered by projected 20–30% annual growth in 2025 from CEO Elon Musk's October earnings call. Q3 2024 deliveries hit 463k, beating lowered expectations amid EV demand softness, high interest rates, and BYD competition, but YoY growth slowed. The 33.5% odds for under 350k stem from risks like delayed affordable model launch (targeted late 2025) and Cybercab robotaxi production ramp in 2026. Watch Q4 2024 results in early January and FSD regulatory progress for sentiment shifts.
Experimental AI-generated summary referencing Polymarket data · Updated



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