Tesla Inc. has shared company-complied delivery estimates for the first quarter of 2026. According to the estimates, Tesla is expected to deliver 365,645 units this quarter, with 351,179 units comprising the Model 3 and Model Y. The company also shared that analysts estimate it to deliver over 1,689,691 units this year and over 3,032,000 units in 2030.
Delivery Estimates and Year-over-Year Increase
The 365,645-unit figure represents an over 12.5% decline from Q4 2025’s 418,227 units that Tesla delivered. However, the Q1 2026 figure also represents an 8% year-over-year increase from the 336,681 units the company delivered in Q1 2025.
Battery Deployments
As far as battery deployments are concerned, Tesla said analyst estimates illustrate battery deployments of 14.4 GWh, a marginal increase from 14.2 GWh it deployed the previous quarter. For 2026, analysts estimate Tesla to deploy over 65.2 GWh worth of batteries.
Tesla’s New Model Buzz
Elon Musk has been dropping clues about the automaker’s possible new model, hinting that the vehicle could feature 3 rows and be something “way cooler” than a minivan. Leaked images from Tesla’s Gigafactory in Texas showcase a frame that bears a resemblance to the Model Y from the front, but features enhanced space in the back with large windows.
Investor Reactions
Amid the new model buzz, investor Ross Gerber took a swipe at Tesla, sharing that he thinks people have “already forgotten” that the company makes EVs. The comment came as Tesla pivots away from EVs and onto AI with the Terafab AI chip project.
Meanwhile, Gary Black has warned against a possible SpaceX-Tesla merger, sharing that any such move would be detrimental for Tesla investors and result in a decline in stock valuation. He also warned of dilution concerns with such a merger.
Price Action
Tesla’s stock price slid 3.59% to $372.11 at market close on Thursday, but gained 0.58% to $374.25 during the overnight trading session. According to market rankings, Tesla offers satisfactory momentum and growth, as well as a favorable price trend in the long term.