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Dec 30, 2025 at 12:18 AM
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
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