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Tesla Releases Q2 2026 Analyst Delivery Consensus
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Key Points:
- Tesla's Q2 2026 delivery consensus, based on estimates from 21 analysts, projects 406,024 vehicles delivered, including 392,662 Model 3/Y and 12,978 other models like Cybertruck and Tesla Semi.
- This forecast represents a 12% quarter-over-quarter increase from Q1 2026 but is slightly below the 410,831 vehicles delivered in Q2 2025, which was boosted by expiring EV rebates.
- Analysts expect Tesla's energy storage deployments to reach 13.8 GWh in Q2, a 36% increase from Q1's 8.8 GWh, driven by near-full capacity at Megafactory Shanghai and new U.S. production ramp-up.
- Q1 and Q2 are typically slower quarters for Tesla's automotive sales, with stronger demand anticipated in Q3 and Q4.
- Tesla will release its official Q2 2026 delivery and earnings numbers after market close on July 22, with delivery figures expected around July 2.
