Ahead of Tesla Inc.

(NASDAQ:TSLA) revealing second-quarter 2026 delivery figures, investors Gary Black of The Future Fund LLC and Ross Gerber of Gerber Kawasaki shared their expectations.

Gary Black Says Estimates 'All Over The Place' In a post on X on Tuesday, Black shared that he expects Tesla to report delivering close to 410,000 units in the quarter, exceeding Wall Street estimates of 406,000 units as "gas prices surged during the quarter." Read Also: Ford's $30,000 EV Pickup Prototype Spotted Days After Slate Auto Reveal As Recall Woes Continue The investor added that the deliveries surplus could mean that Tesla may report a "2nd consecutive YoY deliveries advance of >+5% after declining -9% in 2025 and -1% in 2024," he said.

Black's 410,000-unit prediction figure shows a 7% YoY surge in the EV giant's second-quarter deliveries.

The investor also revealed that he held no positions in Tesla due to valuation concerns.