$Tesla(TSLA.US) Delivery Final Thoughts:
Bottom line: Street’s 17% growth expectation for 2026 is more likely up 10%, which is still a measurable improvement from down 9% this year. The 15% expectation for 2027 looks too low.1. Tomorrow’s good delivery number will mostly be dismissed as one-time. (I expect +5% growth; would’ve been -5% without ~40k pull-forward from credit expiration.)2. Focus shifts immediately to 2026 delivery growth commentary on the Oct 22 call.3. Street is modeling +17% deliveries in 2026, after -9% this year.4. That 2026 number hinges on the cheaper model. Ramp starts early in the year, but real volume impact won’t hit until late 2026.Source: Gene Munster
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments