Tesla's Q1 2026 vehicle deliveries of 358,000—missing consensus estimates by 7,000-12,000 units amid softening demand and incentive expirations—have left traders evenly split on Q2 outcomes, with <300k and 450k-475k bins both at 49% implied probability. Production outpaced deliveries by 50,000 vehicles, positioning Q2 for potential inventory clearance boosts alongside Cybertruck ramp-up (111% YoY Q1 growth) and China sales surging 23.5% YoY, reclaiming BEV leadership over BYD. Yet, competitive pressures from affordable Chinese EVs and U.S./Europe slowdowns fuel downside risks. Key watch: April 22 earnings call for Q2 guidance and full-year outlook amid modest 1.69 million annual consensus.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket · ОбновленоHow many Tesla deliveries in Q2 2026?
How many Tesla deliveries in Q2 2026?
375k–400k 38%
325k–350k 28%
400k–425k 22%
350k–375k 21%
<300k
13%
300k–325k
13%
325k–350k
20%
350k–375k
21%
375k–400k
38%
400k–425k
22%
425k–450k
16%
450k–475k
18%
475k+
13%
375k–400k 38%
325k–350k 28%
400k–425k 22%
350k–375k 21%
<300k
13%
300k–325k
13%
325k–350k
20%
350k–375k
21%
375k–400k
38%
400k–425k
22%
425k–450k
16%
450k–475k
18%
475k+
13%
If Tesla does not publish Q2 2026 delivery figures by August 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: Apr 3, 2026, 7:38 PM ET
Resolver
0x69c47De9D...If Tesla does not publish Q2 2026 delivery figures by August 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
0x69c47De9D...Tesla's Q1 2026 vehicle deliveries of 358,000—missing consensus estimates by 7,000-12,000 units amid softening demand and incentive expirations—have left traders evenly split on Q2 outcomes, with <300k and 450k-475k bins both at 49% implied probability. Production outpaced deliveries by 50,000 vehicles, positioning Q2 for potential inventory clearance boosts alongside Cybertruck ramp-up (111% YoY Q1 growth) and China sales surging 23.5% YoY, reclaiming BEV leadership over BYD. Yet, competitive pressures from affordable Chinese EVs and U.S./Europe slowdowns fuel downside risks. Key watch: April 22 earnings call for Q2 guidance and full-year outlook amid modest 1.69 million annual consensus.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket · Обновлено
Не доверяй внешним ссылкам.
Не доверяй внешним ссылкам.
Часто задаваемые вопросы