Tesla Inc. (TSLA) 2Q26 Deliveries Tracking Ahead Of Consensus

Goldman Sachs has raised its 2Q26 Tesla delivery forecast to 420,000 vehicles, citing stronger-than-expected sales trends in Europe and China. Despite this near-term delivery strength, the analyst maintains a Neutral rating with a $375 price target.

Key Takeaways

• 1.Tesla's 2Q26 vehicle deliveries are tracking ahead of consensus, leading to an upward revision of the delivery forecast to 420K from 405K.
• 2.Energy storage deployments are expected to reach 13.9 GWh in 2Q26, representing 45% year-over-year growth.

Table of Contents

• Regional sales/registration datapoints
• Consumer survey data mixed by region
• Energy deployments
• Price target and key risks

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