Tesla's Q1 2026 deliveries of 358,023 vehicles—missing analyst consensus by about 7,000 units amid weak China retail sales and a 14% quarter-over-quarter drop—have anchored trader consensus around 350,000–425,000 for Q2, with implied probabilities tightly clustered at 29.5%, 26.5%, and 26.0% respectively. Production outpaced deliveries at 408,386 units, signaling inventory buildup that could support a modest seasonal rebound, though Chinese EV competition from BYD and others caps upside. Cybercab robotaxi production begins this month but ramps slowly, adding negligible volume, while Cybertruck delays to late 2026 limit contributions. Key swing factors include Q1 earnings (late April) guidance, China demand signals, and Model Y refresh momentum; resolution hinges on Tesla's official July report.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated350k–375k 30%
375k–400k 27%
400k–425k 26%
425k–450k 13%
<300k
6%
300k–325k
4%
325k–350k
4%
350k–375k
30%
375k–400k
27%
400k–425k
26%
425k–450k
13%
450k–475k
5%
475k+
4%
350k–375k 30%
375k–400k 27%
400k–425k 26%
425k–450k 13%
<300k
6%
300k–325k
4%
325k–350k
4%
350k–375k
30%
375k–400k
27%
400k–425k
26%
425k–450k
13%
450k–475k
5%
475k+
4%
If Tesla does not publish Q2 2026 delivery figures by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
The resolution source will be https://ir.tesla.com/press.
Market Opened: Apr 3, 2026, 7:38 PM ET
Resolver
0x69c47De9D...If Tesla does not publish Q2 2026 delivery figures by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
The resolution source will be https://ir.tesla.com/press.
Resolver
0x69c47De9D...Tesla's Q1 2026 deliveries of 358,023 vehicles—missing analyst consensus by about 7,000 units amid weak China retail sales and a 14% quarter-over-quarter drop—have anchored trader consensus around 350,000–425,000 for Q2, with implied probabilities tightly clustered at 29.5%, 26.5%, and 26.0% respectively. Production outpaced deliveries at 408,386 units, signaling inventory buildup that could support a modest seasonal rebound, though Chinese EV competition from BYD and others caps upside. Cybercab robotaxi production begins this month but ramps slowly, adding negligible volume, while Cybertruck delays to late 2026 limit contributions. Key swing factors include Q1 earnings (late April) guidance, China demand signals, and Model Y refresh momentum; resolution hinges on Tesla's official July report.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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