Tesla's release of its Q1 2026 delivery consensus on March 26—aggregating 23 analysts at 365,645 vehicles, with Model 3/Y at 351,179 and others at 13,946—has driven an 83.5% market-implied probability for 350k–375k deliveries, reflecting trader alignment with this skin-in-the-game benchmark amid seasonal Q1 softness from Q4 2025's 418k. The figure signals 8.6% year-over-year growth from Q1 2025's 337k, bolstered by steady production ramps at Giga factories despite Model Y changeovers, though softening EV demand and competition cap upside. A 10.4% chance on 375k–400k anticipates a potential beat per trackers like Troy Teslike, while sub-350k odds remain low at 7%. Official numbers due early this week could shift sentiment.
Resumo experimental gerado por IA com dados do Polymarket · AtualizadoQuantas entregas Tesla no primeiro trimestre de 2026?
Quantas entregas Tesla no primeiro trimestre de 2026?
350k–375k 84%
375k–400k 10.4%
<350k 7%
400k–425k <1%
$835,125 Vol.
$835,125 Vol.
<350k
7%
350k–375k
84%
375k–400k
10%
400k–425k
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500 mil+
<1%
350k–375k 84%
375k–400k 10.4%
<350k 7%
400k–425k <1%
$835,125 Vol.
$835,125 Vol.
<350k
7%
350k–375k
84%
375k–400k
10%
400k–425k
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500 mil+
<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.
Mercado Aberto: 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 release of its Q1 2026 delivery consensus on March 26—aggregating 23 analysts at 365,645 vehicles, with Model 3/Y at 351,179 and others at 13,946—has driven an 83.5% market-implied probability for 350k–375k deliveries, reflecting trader alignment with this skin-in-the-game benchmark amid seasonal Q1 softness from Q4 2025's 418k. The figure signals 8.6% year-over-year growth from Q1 2025's 337k, bolstered by steady production ramps at Giga factories despite Model Y changeovers, though softening EV demand and competition cap upside. A 10.4% chance on 375k–400k anticipates a potential beat per trackers like Troy Teslike, while sub-350k odds remain low at 7%. Official numbers due early this week could shift sentiment.
Resumo experimental gerado por IA com dados do Polymarket · Atualizado
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Cuidado com os links externos.
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