Tesla's release of its company-compiled Wall Street consensus on March 26—estimating 365,645 vehicle deliveries for Q1 2026 from 23 analysts—has anchored trader sentiment, positioning the 350k–375k outcome at a 64.5% implied probability as the clear leader, with <350k at 30% reflecting pockets of caution. This forecast signals 8.6% year-over-year growth from Q1 2025's 336,681 units, driven by steady Model 3/Y volumes amid China export strength and Cybertruck ramp-up, but a 12.6% quarter-over-quarter drop from Q4 2025's 418,227 due to seasonal slowdowns and normalization after the U.S. EV tax credit expired in September 2025. Conservative previews like Deepwater's 345k estimate add uncertainty, while official numbers due around April 2 could shift odds amid focus on energy storage growth and robotaxi timelines.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket · ОбновленоСколько поставок Tesla в 1 квартале 2026 года?
Сколько поставок Tesla в 1 квартале 2026 года?
350–375 тыс. 65%
<350 тыс. 30%
375–400 тыс. 6.6%
400 тыс. – 425 тыс. <1%
$754,992 Объем
$754,992 Объем
<350 тыс.
30%
350–375 тыс.
65%
375–400 тыс.
7%
400 тыс. – 425 тыс.
<1%
425k–450k
<1%
450k–475k
<1%
475k–500k
<1%
500k+
<1%
350–375 тыс. 65%
<350 тыс. 30%
375–400 тыс. 6.6%
400 тыс. – 425 тыс. <1%
$754,992 Объем
$754,992 Объем
<350 тыс.
30%
350–375 тыс.
65%
375–400 тыс.
7%
400 тыс. – 425 тыс.
<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.
Открытие рынка: 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 company-compiled Wall Street consensus on March 26—estimating 365,645 vehicle deliveries for Q1 2026 from 23 analysts—has anchored trader sentiment, positioning the 350k–375k outcome at a 64.5% implied probability as the clear leader, with <350k at 30% reflecting pockets of caution. This forecast signals 8.6% year-over-year growth from Q1 2025's 336,681 units, driven by steady Model 3/Y volumes amid China export strength and Cybertruck ramp-up, but a 12.6% quarter-over-quarter drop from Q4 2025's 418,227 due to seasonal slowdowns and normalization after the U.S. EV tax credit expired in September 2025. Conservative previews like Deepwater's 345k estimate add uncertainty, while official numbers due around April 2 could shift odds amid focus on energy storage growth and robotaxi timelines.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket · Обновлено
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