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

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.