Q2 deliveries should rise vs. Q1 and Q2 2026. Energy storage should rebound.

Tesla will report second-quarter deliveries later this week, even as Wall Street becomes increasingly focused on FSD and robotaxis.

TSLA was down about 8% by 1 p.m. EDT on Thursday.

Tesla expected to report surge in Q2 deliveries amid bullish prediction markets and lower analyst estimates.

Q2 deliveries should rise vs. Q1 and Q2 2026. Energy storage should rebound.

Tesla beat delivery estimates by 18% in Q2 2026, posting 480,126 deliveries. It was a 25% YoY increase and 34% jump from Q1 as the company tries to rebound.

Tesla delivered 480,126 vehicles in Q2 2026, crushing analyst estimates of roughly 396,500 to 408,600 units and sending shares up 3% in premarket trading.

The company also produced 451,758 vehicles during the period, signaling a meaningful improvement after a slow start to the year…

Tesla delivered 480,126 vehicles in Q2 2026, up 25% year-over-year and 74,000 above Wall Street estimates, ending two years of delivery declines.

Deliveries outstripped production, suggesting Tesla has cleared some inventory.

After a mixed year in 2025, Tesla is currently on a clear upward trajectory: In the second quarter of 2026, the EV manufacturer increased the number of

Tesla hits 480k Q2 deliveries (up 25% YoY), but TSLA stock drops 7% to $394.74. Read the full Q2 production and technical analysis.

Tesla crushed expectations with second-quarter deliveries of 480,126 vehicles, far exceeding Wall Street forecasts and signaling a strong rebound from a weak start to the year.