#TeslaRevolution Vehicle Deliveries (Wide Analyst Gap)
Delivery Estimates: Range from 435,000 (Goldman Sachs) to 475,000 (Barclays) and 480,000 (Kalshi prediction markets / UBS at 470,000). The Visible Alpha consensus averages near 456,000–466,000.
Key Drivers: Lower monthly sales in the U.S. and Europe have created drag, offset somewhat by growing adoption of Full Self-Driving (FSD) and special shift expansion at Gigafactory Berlin targeting 7,500 Model Y units weekly.
2. Earnings Per Share & Revenue
Consensus Revenue: Projected at $27.73 billion (+1.3% YoY).
Consensus EPS: Ranges from $0.37 (MarketBeat) to $0.45 (S&P Global / Visible Alpha) and $0.47 (Zacks), reflecting a cautious earnings profile.$TEL.US
Delivery Estimates: Range from 435,000 (Goldman Sachs) to 475,000 (Barclays) and 480,000 (Kalshi prediction markets / UBS at 470,000). The Visible Alpha consensus averages near 456,000–466,000.
Key Drivers: Lower monthly sales in the U.S. and Europe have created drag, offset somewhat by growing adoption of Full Self-Driving (FSD) and special shift expansion at Gigafactory Berlin targeting 7,500 Model Y units weekly.
2. Earnings Per Share & Revenue
Consensus Revenue: Projected at $27.73 billion (+1.3% YoY).
Consensus EPS: Ranges from $0.37 (MarketBeat) to $0.45 (S&P Global / Visible Alpha) and $0.47 (Zacks), reflecting a cautious earnings profile.$TEL.US
