Tesla Inc. (TSLA) reported Q1 2026 vehicle deliveries of 358,023 on April 2, 2026, missing Wall Street expectations despite a 6.3% year-over-year increase. The company also released production and energy-storage figures that highlight near-term demand challenges.

Deliveries, Production, and Energy Deployments

Tesla produced 408,386 vehicles in the quarter, including 394,611 Model 3 and Y units and 13,775 of other models. Deliveries totaled 358,023, with Model 3 and Y accounting for 341,893 and other models 16,130. Operating-lease accounting represented 1% of Model 3/Y deliveries and 2% of other models. Energy-storage deployments reached 8.8 gigawatt-hours (GWh) during the period.

Deliveries rose 6.3% compared with the first quarter of 2025. Analyst consensus before the report ranged from about 365,645 to 370,000 vehicles, leaving Tesla short of expectations. Market observers cited the expiration of the $7,500 U.S. electric-vehicle tax credit in September 2025 as a factor weighing on demand. Tesla said it will release its financial results after the quarter.

Shares of Tesla fell 3.97% on Tuesday, extending the previous session's losses, as investors continued to assess weaker-than-expected first-quarter delivery data and rising concerns around valuation and demand. The electric vehicle maker reported deliveries of 358,023 vehicles in the first quarter, missing Wall Street expectations of roughly 366,000 units.

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Expand NASDAQ: TSLA Tesla Today's Change (-2.16%) $-7.79 Current Price $352.80 Key Data Points Market Cap $1.4T Day's Range $346.64 - $367.70 52wk Range $214.25 - $498.83 Volume 4M Avg Vol 62M Gross Margin 18.03% Tesla (TSLA 2.16%), electric vehicles and energy storage maker, closed Monday at $352.82, down 2.15%. The stock moved lower after bearish analyst commentary and estimate cuts following Tesla's Q1 delivery miss and investors will be watching how upcoming Q1 earnings will address inventory and EV demand trends.

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Expand NASDAQ: TSLA Tesla Today's Change (-5.42%) $-20.67 Current Price $360.59 Key Data Points Market Cap $1.4T Day's Range $359.03 - $370.28 52wk Range $214.25 - $498.83 Volume 83M Avg Vol 62M Gross Margin 18.03% Tesla (TSLA 5.42%), a leading maker of electric vehicles and energy storage solutions, closed Thursday at $360.56, down 5.43%, after investors reacted to weaker-than-expected first-quarter delivery figures. The stock moved lower after Q1 2026 deliveries of 358,023 vehicles missed estimates.

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Tesla Inc (NASDAQ:TSLA) reported first quarter vehicle deliveries that fell short of Wall Street estimates, delivering 358,023 vehicles compared with expectations of roughly 370,000. The company said it produced 408,386 vehicles during the quarter.

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Tesla Inc. reported on Thursday that it manufactured 408,386 vehicles in the first quarter of 2026 but delivered only 358,023, falling short of analyst expectations. Prior consensus estimates, released by the company ahead of the announcement, had projected deliveries of approximately 365,645 vehicles.

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AUSTIN, Texas--(BUSINESS WIRE)--In the first quarter, we produced over 408,000 vehicles, delivered over 358,000 vehicles and deployed 8.8 GWh of energy storage products. Thank you to all of our customers, employees, suppliers, shareholders and supporters who helped us achieve these results. Q1 2026   Production Deliveries Subject to operating lease accounting Model 3/Y 394,611 341,893 1% Other Models 13,775 16,130 2% Total 408,386 358,023 1% Tesla will post its financial results for the first q.

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Tesla Q1 2026 Deliveries Miss Estimates

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