Goldman Sachs Raises Tesla Delivery Forecast as Second-Quarter Performance Appears Stronger Than Expected (TSLA)
Key takeaways
- Analyst Mark Delaney said the bank now expects Tesla to deliver 420,000 vehicles during the second quarter of 2026, up from its previous estimate of 405,000 units.
- “We believe that Tesla’s 2Q26 vehicle deliveries are likely tracking ahead of consensus,” Delaney wrote in a note to clients.
- Goldman Sachs based its more optimistic outlook on recent sales and registration data from several of Tesla’s key global markets, including China, Europe and the United States.
Goldman Sachs Raises Tesla Delivery Forecast as Second-Quarter Performance Appears Stronger Than Expected (TSLA) Fiona Craig Tue, June 16, 2026 at 7:05 PM GMT+7 2 min read TSLA tesla car recharging NEW SIZE ©Adobe Stock Images Tesla Deliveries Seen Beating Market Expectations Tesla (NASDAQ:TSLA) could report second-quarter vehicle deliveries above current Wall Street forecasts, according to Goldman Sachs, which has increased its projection ahead of the company’s upcoming delivery update.
Analyst Mark Delaney said the bank now expects Tesla to deliver 420,000 vehicles during the second quarter of 2026, up from its previous estimate of 405,000 units. The revised forecast exceeds the Visible Alpha consensus estimate of approximately 400,000 vehicles.
“We believe that Tesla’s 2Q26 vehicle deliveries are likely tracking ahead of consensus,” Delaney wrote in a note to clients.