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Tesla Deliveries Surge Past Expectations
16 Jun
Summary
- Goldman Sachs revised Tesla's Q2 2026 forecast to 420,000 units.
- International markets in Europe and Asia drive Tesla's delivery growth.
- US market shows a decline, but global performance offsets it.
Goldman Sachs now predicts Tesla will deliver 420,000 vehicles in the second quarter of 2026, exceeding the consensus estimate. This upward revision stems from strong recent sales and registration data observed across Tesla's global markets.
The bank's optimistic outlook is supported by robust performance indicators from China, Europe, and other Asia-Pacific regions. Data through May indicates significant year-over-year growth in European vehicle registrations.
In China, deliveries saw high single-digit annual growth through May. Positive trends were also noted in South Korea and Australia, underscoring sustained demand in these vital international markets.
Conversely, the U.S. market showed a relative weakness, with estimated mid-teens percentage decrease in deliveries through May compared to last year. However, this domestic slowdown is reportedly offset by stronger international sales momentum.
