Tesla released its latest compiled analyst consensus showing significant long-term growth in vehicle deliveries and energy storage.
According to the company’s compilation of estimates from 23 sell-side analysts, Tesla is expected to deliver 365,645 vehicles in Q1 2026. This figure is down from the 418,227 vehicles delivered in Q4 2025.
The consensus forecasts full-year deliveries rising to 1,689,691 in 2026, 1,880,496 in 2027, 2,128,187 in 2028, and reaching 3,032,000 by 2030. The category covering Cybertruck and other models is projected to reach 570,590 units by 2030.
Energy storage deployments are expected to increase from 14.4 GWh in Q1 2026 to 166.1 GWh by 2030. Tesla stated it does not endorse any individual analyst estimates and will report actual Q1 2026 delivery numbers in the coming weeks.