$TSLA Deliveries


Tesla is expected to announce its first quarter delivery figures around 09:00 ET. Last week, the analyst consensus compiled by Tesla set deliveries at 365,645. That figure points to a 12.5% decline from 418,227 in the fourth quarter of 2025, but an 8.6% increase from 336,681 in the first quarter of 2025, when the Model Y transition was still ongoing.
However, whisper numbers are in the 385,000-390,000 range, or even higher; high gasoline prices are boosting EV sales globally.
Tesla deliveries should easily surpass the battery electric vehicle, or BEV, sales of Chinese rival BYD (BYDDF). BYD had held the BEV crown for five quarters. BYD sold 700,463 EVs in the first quarter, but only 310,389 of those were BEVs. BYD is likely to regain the BEV lead in the second quarter.
Meanwhile, Tesla CEO Elon Musk said on X that the next FSD update, Full Self-Driving 14.3, is in employee testing and will "probably go to wide release toward the end of the weekend."
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