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Tesla Q2 delivery consensus confirms this long-standing theory
Tesla published its Q2 2026 delivery consensus of 406,024 vehicles, compiled from 22 analysts including Morgan Stanley and Goldman Sachs. Analysts expect 392,625 Model 3 and Model Y units and 12,978 from other models. The full-year 2026 consensus is 1,654,808 deliveries, barely 1% growth over 2025.
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