Tesla's Q2 2025 vehicle deliveries of 443,956 marked a sequential rebound from Q1's slump to 336,681 amid Model Y production changeovers, yet year-over-year growth stalled below 5%, fueling trader consensus for subdued Q1 2026 volumes with under 350,000 units implied at 63%. Intensifying competition from BYD's cheaper EVs in China—where Tesla sales dropped 25% last quarter—coupled with softening demand in Europe and delayed ramp of the Cybertruck and affordable "Model 2" until mid-2026, anchor the low-end lead. Higher bins reflect skepticism on Full Self-Driving (FSD) monetization boosting sales soon. Watch Q3 deliveries report in early October and July 23 earnings for volume guidance shifts.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour<350k 62%
350k–375k 26%
375k–400k 6.6%
450k–475k 1.3%
$683,771 Vol.
$683,771 Vol.
<350k
62%
350k–375k
26%
375k–400k
7%
400k–425k
1%
425k–450k
1%
450k–475k
1%
475k–500k
<1%
500k+
<1%
<350k 62%
350k–375k 26%
375k–400k 6.6%
450k–475k 1.3%
$683,771 Vol.
$683,771 Vol.
<350k
62%
350k–375k
26%
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.
Marché ouvert : Jan 2, 2026, 2:09 PM ET
Resolver
0x2F5e3684c...Resolver
0x2F5e3684c...Tesla's Q2 2025 vehicle deliveries of 443,956 marked a sequential rebound from Q1's slump to 336,681 amid Model Y production changeovers, yet year-over-year growth stalled below 5%, fueling trader consensus for subdued Q1 2026 volumes with under 350,000 units implied at 63%. Intensifying competition from BYD's cheaper EVs in China—where Tesla sales dropped 25% last quarter—coupled with softening demand in Europe and delayed ramp of the Cybertruck and affordable "Model 2" until mid-2026, anchor the low-end lead. Higher bins reflect skepticism on Full Self-Driving (FSD) monetization boosting sales soon. Watch Q3 deliveries report in early October and July 23 earnings for volume guidance shifts.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour
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