Tesla (TSLA) is expected to report its vehicle deliveries for Q2 2026, with a consensus estimate of 402,456 units, reflecting a 12% increase compared to Q1 2026 and 5% year-over-year. In Q1 2026, Tesla delivered 358,023 vehicles, marking a 6.3% increase from the previous year. The company aims to bolster its Model 3/Y deliveries, anticipating sales to rise from 347,893 in Q1 and 373,728 in Q2 of 2025.
In May 2026, Tesla’s retail sales in China reached 47,281 vehicles, a 22.5% increase year-over-year and a significant rebound from April’s numbers, indicating revitalized demand. In Europe, registrations soared more than 655% in France during the same period, despite softer demand in the U.S. Tesla’s energy segment is also performing strongly, projecting second-quarter energy storage deployments at 11.8 GWh, following a record 46.7 GWh in 2025, a 50% annual increase.
Tesla’s stock experienced over an 8% rise as positive delivery forecasts emerge, although the company faces challenges with competition in autonomous vehicles and delayed timelines for robotics initiatives. Analysts expect revenue growth to pick up in 2026 and 2027, prompting current investors to consider holding onto their stocks.
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