Deutsche Bank projects Tesla's 2Q26 vehicle deliveries to hit 416k, outperforming consensus expectations driven by strong European performance. The analyst maintains an optimistic outlook for hitting ~1.63m annual delivery targets.
Key Takeaways
- 1.Tesla 2Q26 deliveries are expected to reach 416k units, exceeding company-compiled consensus of 413k-420k.
- 2.European market strength is the primary growth driver for 2Q26, with anticipated YoY growth of nearly 40%.
Table of Contents
- 2Q26 Deliveries Preview
- Valuation & Risks
- Appendix 1
- Important Disclosures
- Important Disclosures Required by U.S. Regulators
- Important Disclosures Required by Non-U.S. Regulators
- Analyst Certification
- Historical recommendations and target price: Tesla Inc. (TSLA.OQ)
- Equity rating dispersion and banking relationships
- Equity Rating and Dispersion Key
- Additional Information
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Authors
Edison YuWinnie DongLaura LiJames Mulholland
Securities
TSLA
Themes
EV Production VolumeRegional Sales Divergence
Regions
North AmericaEuropeAsia PacificUnited StatesChinaGermany