Overview
- Tesla’s global delivery report due Thursday is forecast at roughly 364,000 to 366,000 vehicles based on Bloomberg surveys of analysts.
- Tesla posted a 364,645 “company‑compiled” sell‑side consensus on its investor site, after doing the same last quarter when actual Q4 deliveries came in slightly below the shared estimates.
- TSLA is down about 20% this year, and Wall Street remains cautious, with HSBC reiterating a reduce rating and a $131 target that implies near 60% downside from recent prices.
- Tesla’s autonomy bet is approaching key checkpoints, with Elon Musk targeting April Cybercab robotaxi production as the Netherlands regulator completes final steps on supervised Full Self‑Driving.
- Analysts expect a record near 14.4 GWh of energy‑storage deployments in Q1, highlighting a growing business that could soften the blow from weaker car sales.