Wall Street analysts surveyed by multiple firms expect Tesla to deliver 406,024 vehicles in the second quarter of 2026.
The consensus figure comes from a poll of 22 banks and research houses including Goldman Sachs, Morgan Stanley, Bank of America and JPMorgan. It follows first-quarter deliveries of 358,023 units, a 6.3 percent rise from the same period in 2025.
Tesla is also projected to deploy 13.8 gigawatt-hours of energy storage products during the quarter. The estimates were compiled ahead of the company’s official results, which are scheduled for later this month.
The outlook aligns with a broader shift in investor attention away from quarterly vehicle counts and toward Tesla’s robotaxi and autonomous-driving initiatives.