Tesla's publication of analyst delivery consensus at 365,645 vehicles for Q1 2026—right in the heart of the leading 350k–375k outcome at 78% implied probability—has anchored trader sentiment as the quarter closes on March 31. This reflects an 8.6% year-over-year gain from Q1 2025's 337k but a seasonal 12.5% drop from Q4 2025's 418k, amid softer EV demand, Model Y refresh transitions, and ramped Cybertruck output now sold out through year-end. Shanghai Gigafactory's February surge to 59k units provided early momentum, though U.S. production slowdowns tempered upside. Official numbers due early April could shift odds on end-quarter pushes or inventory draws; <350k at 20% captures downside risks from economic headwinds.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour350k–375k 78%
<350k 20%
375k–400k 3.6%
450k–475k <1%
$802,685 Vol.
$802,685 Vol.
<350k
20%
350k–375k
78%
375k–400k
4%
400k–425k
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500k+
<1%
350k–375k 78%
<350k 20%
375k–400k 3.6%
450k–475k <1%
$802,685 Vol.
$802,685 Vol.
<350k
20%
350k–375k
78%
375k–400k
4%
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...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 analyst delivery consensus at 365,645 vehicles for Q1 2026—right in the heart of the leading 350k–375k outcome at 78% implied probability—has anchored trader sentiment as the quarter closes on March 31. This reflects an 8.6% year-over-year gain from Q1 2025's 337k but a seasonal 12.5% drop from Q4 2025's 418k, amid softer EV demand, Model Y refresh transitions, and ramped Cybertruck output now sold out through year-end. Shanghai Gigafactory's February surge to 59k units provided early momentum, though U.S. production slowdowns tempered upside. Official numbers due early April could shift odds on end-quarter pushes or inventory draws; <350k at 20% captures downside risks from economic headwinds.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour
Méfiez-vous des liens externes.
Méfiez-vous des liens externes.
Questions fréquentes