Tesla Inc. released a summary of analyst forecasts for vehicle deliveries on its website on Tuesday, revealing expectations that are noticeably weaker than other widely followed estimates.
Based on Tesla’s own compilation, analysts expect the company to deliver an average of 422,850 vehicles in the fourth quarter. That figure represents a 15% decline compared with the same period last year. By contrast, data compiled by Bloomberg points to higher deliveries of about 445,061 vehicles, implying a smaller year-over-year drop of roughly 10%.
Although Tesla’s investor relations team has tracked analyst delivery estimates for several years, this marks the first time the automaker has publicly posted the figures on its investor relations website.
The data suggests Tesla is on course for a second straight annual decline in vehicle sales. For the full year, the company’s compiled estimates indicate deliveries of around 1.6 million vehicles, more than 8% lower than the prior year.
Despite the slowdown in vehicle deliveries, Tesla’s stock performance remains positive. Shares were up about 14% through Monday’s close, although the gains lag behind the broader market, with the S&P 500 Index rising roughly 17% over the same period.







