Tesla (TSLA) is gearing up to unveil its Q2 2025 delivery and production results, and all eyes are on Wall Street to see how the electric car company will fare. The past year has been a rollercoaster for Tesla, with analysts struggling to predict its delivery numbers accurately.
In the first quarter of the year, the analyst consensus was over 450,000 deliveries in January, but that number plummeted to 377,000 by the end of the quarter. This significant drop forced analysts to adjust their estimates down by 73,000 units, resulting in a loss of approximately $3 billion in sales. Despite their efforts, they still missed the mark by over 40,000 units.
The trend seems to be continuing into the second quarter, with the Wall Street consensus starting at 444,000 deliveries in April. However, as the quarter progressed, it became evident that Tesla is facing demand issues rather than production constraints. The current consensus for Q2 deliveries stands at 385,000 vehicles, representing a 13% decline year-over-year.
Tesla has been offering record discounts and incentives, including 0% financing on the Model 3 and Model Y, to boost sales. Despite these efforts, it is likely that analysts are once again overestimating deliveries for the quarter. Based on data from Europe and China, where Tesla’s sales have been stagnant, it is clear that the company is facing challenges in meeting demand.
In the US, where the new Model Y has had a positive impact, Tesla will need to perform well to surpass its Q1 2025 results. However, based on the available data, it is expected that Tesla will end the quarter between 330,000 and 360,000 units, well below the current analyst consensus.
Overall, Tesla’s automotive business is facing a crisis, and Wall Street seems to be missing the bigger picture. Analysts are still hopeful for a resurgence in growth in 2026, despite the challenges Tesla is currently facing. Without significant reforms and changes in leadership, Tesla’s prospects for returning to growth remain uncertain.
In conclusion, Tesla’s Q2 results will be closely watched as the company navigates through a challenging period in the automotive industry. Only time will tell if Tesla can overcome its current hurdles and regain its momentum in the market.
