Goldman Sachs has raised its Tesla vehicle delivery forecast for Q2 2026 from 405,000 vehicles to 420,000 vehicles.
"We believe that Tesla's 2Q26 vehicle deliveries are likely tracking ahead of consensus."
Their full-year 2026 delivery forecast has also been increased from 1.72 million vehicles to 1.73 million vehicles. In addition, the earnings per share estimate for 2026 has been increased from $1.30 to $1.35. They maintain a price target of $375.
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