Tesla has for the first time added its compiled analyst consensus for Q4 2025 to its investor relations website, showing projections of 422,850 vehicle deliveries and 13.4 GWh energy storage. This follows recent analyst predictions of a shortfall versus earlier estimates, enhancing public access to the data.
Tesla has updated its investor relations website with the company's official compilation of analyst delivery consensus, a first for the firm. Previously shared selectively, these quarterly figures are now directly accessible to the public.
The consensus anticipates 422,850 vehicle deliveries and 13.4 GWh of energy storage deployment for Q4 2025 (October-December). This disclosure comes amid bearish analyst outlooks, including projections from UBS and New Street Research of around 415,000-435,000 vehicles—below prior market expectations of about 440,000—due to expiring EV incentives and regional weakness, particularly in the US.
By making this data readily available, Tesla improves transparency for investors tracking upcoming results, set for announcement on January 2, 2026.