Tesla (TSLA) Q2 2026 delivery consensus: 406,000 vehicles expected

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Tesla released its company-compiled delivery consensus for the second quarter of 2026, and Wall Street analysts now expect the automaker to deliver 406,024 vehicles.

That would be just 5.7% growth over the 384,122 vehicles Tesla delivered in Q2 2025 — a modest recovery for a company that has posted two consecutive years of declining sales.