Tesla delivery numbers missed consensus.
The street was expecting 365K and the total came in at 358K. The energy deployment was also down, 8.8 gigawatts versus 14.4 for the consensus. This can be a bit choppy due to when they are actually installed but it is a big miss.
We will have to see how the other automotive companies do.
RE: LeoThread 2026-04-02 12-04