Trader consensus heavily favors under 350,000 Tesla vehicle deliveries in Q1 2026 at 54% implied probability, driven by persistent demand weakness and Q1 seasonality, where volumes historically dip 20-30% from Q4 peaks. Recent Q1 2025 results—336,681 units, down 13% year-over-year—highlighted factory retooling disruptions for the refreshed Model Y, elevated inventory, and fierce Chinese EV competition from BYD, which now leads global sales. Elon Musk's guidance for single-digit 2025 growth tempers optimism, with Cybertruck ramp-up slowing and Robotaxi production eyed for late 2026 at earliest. Higher bins like 375k+ carry slim odds absent major demand catalysts or regulatory tailwinds like tariff protections.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour<350k 54%
350k–375k 23%
375k–400k 12.8%
400k–425k 5.5%
$657,619 Vol.
$657,619 Vol.
<350k
54%
350k–375k
23%
375k–400k
13%
400k–425k
6%
425k–450k
2%
450k–475k
1%
475k–500k
<1%
500k+
<1%
<350k 54%
350k–375k 23%
375k–400k 12.8%
400k–425k 5.5%
$657,619 Vol.
$657,619 Vol.
<350k
54%
350k–375k
23%
375k–400k
13%
400k–425k
6%
425k–450k
2%
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...Trader consensus heavily favors under 350,000 Tesla vehicle deliveries in Q1 2026 at 54% implied probability, driven by persistent demand weakness and Q1 seasonality, where volumes historically dip 20-30% from Q4 peaks. Recent Q1 2025 results—336,681 units, down 13% year-over-year—highlighted factory retooling disruptions for the refreshed Model Y, elevated inventory, and fierce Chinese EV competition from BYD, which now leads global sales. Elon Musk's guidance for single-digit 2025 growth tempers optimism, with Cybertruck ramp-up slowing and Robotaxi production eyed for late 2026 at earliest. Higher bins like 375k+ carry slim odds absent major demand catalysts or regulatory tailwinds like tariff protections.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour
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