Tesla's Q1 2026 deliveries of 358,000 vehicles—missing analyst consensus by 7,600 units amid a 50,000-unit production surplus—have anchored trader consensus around 375,000–425,000 for Q2, with the top three outcomes tightly clustered at 33.5%, 25%, and 23.5% implied probabilities. Soft global EV demand, intensified by BYD's aggressive pricing and surging Chinese exports, offsets seasonal Q2 ramps and Giga Texas Cybertruck production gains, while elevated U.S. inventories signal pricing pressure despite Full Self-Driving (FSD) software updates boosting appeal. Key differentiators include Tesla's vertical integration for faster scaling versus rivals' supply constraints, though economic headwinds and competition cap upside; watch the late-April Q1 earnings for Q2 guidance and robotaxi timelines that could sway sentiment.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · AggiornatoHow many Tesla deliveries in Q2 2026?
How many Tesla deliveries in Q2 2026?
375k–400k 29%
400k–425k 24%
350k–375k 24%
425k–450k 10%
$11,011 Vol.
$11,011 Vol.
<300k
5%
300k–325k
2%
325k–350k
2%
350k–375k
24%
375k–400k
39%
400k–425k
24%
425k–450k
10%
450k–475k
4%
475k+
2%
375k–400k 29%
400k–425k 24%
350k–375k 24%
425k–450k 10%
$11,011 Vol.
$11,011 Vol.
<300k
5%
300k–325k
2%
325k–350k
2%
350k–375k
24%
375k–400k
39%
400k–425k
24%
425k–450k
10%
450k–475k
4%
475k+
2%
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.
Mercato aperto: 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 deliveries of 358,000 vehicles—missing analyst consensus by 7,600 units amid a 50,000-unit production surplus—have anchored trader consensus around 375,000–425,000 for Q2, with the top three outcomes tightly clustered at 33.5%, 25%, and 23.5% implied probabilities. Soft global EV demand, intensified by BYD's aggressive pricing and surging Chinese exports, offsets seasonal Q2 ramps and Giga Texas Cybertruck production gains, while elevated U.S. inventories signal pricing pressure despite Full Self-Driving (FSD) software updates boosting appeal. Key differentiators include Tesla's vertical integration for faster scaling versus rivals' supply constraints, though economic headwinds and competition cap upside; watch the late-April Q1 earnings for Q2 guidance and robotaxi timelines that could sway sentiment.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · Aggiornato
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