✅ Confirmed
Financial
Financial
Goldman Sachs raises Tesla delivery forecast for Q2 2026
Goldman Sachs has increased its Tesla vehicle delivery forecast for the second quarter of 2026 to 420,000 units, surpassing the Visible Alpha consensus of 400,000. This revision is based on stronger-than-expected sales data in Europe, with projected year-over-year growth of 85-90%, driven by demand for the Model Y and recent refreshes. China and markets like South Korea and Australia also showed gains, offsetting declines in the U.S. The firm also raised its full-year delivery projection to 1.73 million and adjusted the 2026 EPS to $1.35, while maintaining a Neutral rating and a $375 price tar
- Q2 2026 delivery forecast raised to 420,000 units
- Europe growth projected at 85-90% year-over-year
🔎 Why it matters: Goldman Sachs’ Q2 2026 revision signals confidence in regional demand, especially in Europe and China.
📈 Upside: Improved delivery and 2026 EPS forecasts due to volume and operational efficiencies.
📉 Risk: U.S. delivery declines and rising competition remain challenges.
🤖 Automated analysis and summary. Every story links its original source for verification.