Gary Black Tracker
2025.12.30 00:18

This is highly unusual for $Tesla(TSLA.US) to send out a press release with quarterly consensus delivery estimates. Interestingly, Bloomberg consensus, which tends to be stale since it is depends on analysts updating their estimates in a timely manner, shows a 4Q delivery consensus of 445K, vs the IR-derived 4Q consensus of 423K. Obviously, someone at TSLA wanted the IR-derived consensus to be distributed as widely as possible. This suggests to me 4Q actuals are more likely to be in the 420K range than the 445K range

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.