$TSLA - TESLA DELIVERIES SET TO BEAT EXPECTATIONS
Goldman Sachs raised its Tesla Q2 delivery forecast to 420,000 vehicles, above the 400,000 consensus, citing stronger-than-expected sales data. Europe led growth with a major rebound, while China and other Asian markets also showed gains. The U.S. remained the weak spot, with deliveries down year-over-year. Goldman says Tesla’s quarterly results are likely to outperform forecasts.
Goldman Sachs raised Tesla Q2 delivery forecast to 420,000 vehicles (above 400,000 consensus), citing stronger-than-expected sales data led by Europe's major rebound and gains in China/Asia, despite U.S. weakness. Goldman expects quarterly results to outperform forecasts.
Goldman Sachs upgrade with delivery forecast 5% above consensus based on actual sales data represents concrete positive catalyst. Current price $411.15 (+1.16%) shows market responding positively. However, confidence tempered by mixed signals: broader EV market outlook described as 'weaker than expected' in recent news, U.S. market weakness noted in the upgrade itself, and upcoming earnings on 2026-07-21 means forecast still needs confirmation. The upgrade is data-driven (not speculation) but represents pre-earnings positioning rather than confirmed results.
