---
title: "PREVIEW-Tesla Q1 deliveries likely to dip sequentially as EV demand softens"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/281342986.md"
datetime: "2026-04-01T10:00:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281342986.md)
  - [en](https://longbridge.com/en/news/281342986.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281342986.md)
---

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# PREVIEW-Tesla Q1 deliveries likely to dip sequentially as EV demand softens

April 1 (Reuters) - Tesla’s (TSLA.O) first-quarter deliveries are expected to be lower than in the December quarter as the electric-vehicle maker struggles with uneven demand and intensifying competition in key markets.

The Elon Musk-led EV maker is expected to report deliveries before the markets open on Thursday.

-   Analysts polled by Visible Alpha expect Tesla to deliver about 368,900 vehicles in the January–March period, representing a sequential decline of 11.8% but growth of 9.6% from a year earlier, when a major backlash against Musk’s far-right political rhetoric hurt sales
-   The average of 23 estimates compiled by Tesla is 365,645 units
-   Intensifying competition in Europe and China and the expiry of a $7,500 federal tax credit in the U.S. on EV purchases in September weigh on demand
-   While Wall Street estimates still point to modest growth this year, sentiment has shifted notably in recent months, with some analysts expecting a decline
-   Analysts expect deliveries of 1.7 million vehicles this year, and 1.84 million units in 2027, according to Visible Alpha data
-   Tesla is increasingly shifting its focus beyond electric vehicles, placing bets on solar energy, humanoid robots, and autonomous robotaxis as the next pillars of its business.

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