Tesla's publication of a company-compiled analyst consensus estimating 365,645 vehicle deliveries for Q1 2026—primarily from Model 3/Y at 351,179 units—has anchored trader sentiment, driving 72% implied probability on the 350k–375k outcome as the market-implied consensus. This reflects an 8.6% year-over-year gain from Q1 2025's 336,681 but a seasonal 12.6% sequential drop from Q4 2025, amid testing post-U.S. EV tax credit expiration and softening global demand. Conservative previews like Deepwater's 345,000 estimate support 22.5% odds for under 350k, while negligible bets on higher bins signal low growth expectations without new catalysts like Cybertruck ramp-up or FSD advancements. Official numbers due early April could shift positioning amid end-of-quarter pushes.
Experimental AI-generated summary referencing Polymarket data · Updated350k–375k 72%
<350k 23%
375k–400k 4.9%
400k–425k <1%
$768,245 Vol.
$768,245 Vol.
<350k
23%
350k–375k
72%
375k–400k
5%
400k–425k
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500k+
<1%
350k–375k 72%
<350k 23%
375k–400k 4.9%
400k–425k <1%
$768,245 Vol.
$768,245 Vol.
<350k
23%
350k–375k
72%
375k–400k
5%
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 company-compiled analyst consensus estimating 365,645 vehicle deliveries for Q1 2026—primarily from Model 3/Y at 351,179 units—has anchored trader sentiment, driving 72% implied probability on the 350k–375k outcome as the market-implied consensus. This reflects an 8.6% year-over-year gain from Q1 2025's 336,681 but a seasonal 12.6% sequential drop from Q4 2025, amid testing post-U.S. EV tax credit expiration and softening global demand. Conservative previews like Deepwater's 345,000 estimate support 22.5% odds for under 350k, while negligible bets on higher bins signal low growth expectations without new catalysts like Cybertruck ramp-up or FSD advancements. Official numbers due early April could shift positioning amid end-of-quarter pushes.
Experimental AI-generated summary referencing Polymarket data · Updated
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