--- title: "Tesla faces pressure from weak delivery volumes in the first quarter, analysts expect car sales to decline" type: "News" locale: "en" url: "https://longbridge.com/en/news/280802528.md" description: "Tesla faces pressure from weak delivery volumes in the first quarter, with analysts expecting deliveries to be lower than the previous quarter and the same period last year. Royal Bank of Canada predicts deliveries to be 367,000 units, while UBS is more cautious, estimating 345,000 units. Tesla's vehicle sales may be affected by the termination of electric vehicle tax credit policies and declining market demand. Upcoming reports will reveal the current demand situation and changes in market share. Tesla's future strategy will shift towards autonomous taxi and humanoid robot technology" datetime: "2026-03-27T13:40:39.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280802528.md) - [en](https://longbridge.com/en/news/280802528.md) - [zh-HK](https://longbridge.com/zh-HK/news/280802528.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/280802528.md) | [繁體中文](https://longbridge.com/zh-HK/news/280802528.md) # Tesla faces pressure from weak delivery volumes in the first quarter, analysts expect car sales to decline Tesla may announce weaker first-quarter delivery performance. Analysts predict that delivery volumes will be lower than the previous quarter and the same period last year. Royal Bank of Canada Capital Markets expects Tesla to deliver 367,000 vehicles in the first quarter, below Visible Alpha's expectation of 370,000. UBS is more cautious, forecasting a delivery volume of 345,000 vehicles, which is closer to buyer expectations. Analysts indicate that U.S. market demand has declined due to the termination of electric vehicle tax credit policies, and the fourth quarter is typically a slow season of the year. Tesla delivered 418,227 vehicles in the fourth quarter of 2025 and 336,681 vehicles in the first quarter of 2026. The upcoming report will reveal the current demand situation and the market share of various automakers. Royal Bank of Canada also stated that the Model S and Model X are expected to cease production in the second quarter of 2026, indicating that the company's strategy will shift towards autonomous taxi and humanoid robot technology, which may impact the sales of private passenger vehicles. Tesla's bullish investors are keen on AI, Optimus robots, and autonomous taxis, but the automotive business remains the company's profit source and the cornerstone for attracting investors. Investors will closely monitor the delivery report to be released next week to assess whether demand is stable and the management's future plans ### Related Stocks - [Tesla, Inc. (TSLA.US)](https://longbridge.com/en/quote/TSLA.US.md) - [GraniteShares 1.25x Long Tsla Daily ETF (TSL.US)](https://longbridge.com/en/quote/TSL.US.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/en/quote/TSLR.US.md) - [Leverage Shares 2X Long TSLA Daily ETF (TSLG.US)](https://longbridge.com/en/quote/TSLG.US.md) - [Direxion Daily TSLA Bear 1X Shares (TSLS.US)](https://longbridge.com/en/quote/TSLS.US.md) - [T-REX 2X Inverse Tesla Daily Target ETF (TSLZ.US)](https://longbridge.com/en/quote/TSLZ.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/en/quote/TSLL.US.md) - [Simplify Volt TSLA Revolution ETF (TESL.US)](https://longbridge.com/en/quote/TESL.US.md) - [T-REX 2X Long Tesla Daily Target ETF (TSLT.US)](https://longbridge.com/en/quote/TSLT.US.md) - [Tradr 2X Short TSLA Daily ETF (TSLQ.US)](https://longbridge.com/en/quote/TSLQ.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/en/quote/TSDD.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/en/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/en/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/en/quote/07366.HK.md) ## Related News & Research - [Tesla’s sales recover slightly, but the trend lines are all bad](https://longbridge.com/en/news/281541012.md) - [Tesla, Inc. $TSLA Shares Sold by BTC Capital Management Inc.](https://longbridge.com/en/news/281321406.md) - [The Tesla Model S And Model X Are Officially Dead](https://longbridge.com/en/news/281317969.md) - [Tesla first-quarter deliveries are coming. What it means for the stock.](https://longbridge.com/en/news/281359346.md) - [Tesla's First Quarter EV Sales: Analysts Project Modest Gains](https://longbridge.com/en/news/281225239.md)