Tesla missed Wall Street expectations for Q1 2026, delivering only 358.023 cars versus the 365K estimated. The production numbers were much higher, at 408,386, showing that Tesla added over 50K units to its inventory. The results also question the claims that the Cybertruck is sold out until 2027, with Tesla's "other models" counting only 16.130 units in deliveries.

 

On March 26, Tesla published the so-called "company-compiled consensus" regarding first-quarter deliveries. The 365,645 deliveries appeared to confirm a timid rebound, at least compared to the very weak first quarter of 2025. However, the actual numbers released today show that Tesla missed these estimates, delivering only 358.023 cars in Q1 2026.