Tesla publishes analyst expectations for Q3 deliveries, not actual results

On September 29, 2026, Tesla posted a Q3 2026 Delivery Consensus message to Investor Relations. The company gathered the expectations of analysts on the supply of cars.

Tesla explains separately: the data for the second quarter reflects the actual result, and starting from the third quarter, analysts’ estimates are given. The Company does not confirm its conclusions and recommendations.

For the reader, this is an important distinction. The publication of the forecast is not yet a report on the delivery. The title of the quarter results should be based on the corresponding final release.

The note is based on the official feed of publications. Numerical estimates from a separate document are not given here; we do not draw conclusions about the supply or availability of cars in a particular European country.