Analyst Consensus
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Tesla publishes unusually low Q4 delivery consensus
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Tesla has released a company-compiled consensus estimate projecting 422,850 vehicle deliveries for the fourth quarter of 2025, a 15% decline from the previous year. This figure, lower than independent compilations like Bloomberg's 445,061, marks an unusual public disclosure ahead of the official report due on January 2, 2026. The move appears aimed at managing expectations amid softer demand following the expiration of U.S. EV tax credits.