Evidence40%Reported
OpinionFinancial·March 23, 2026
UBS Cuts Q1 2026 Delivery Estimate to 345,000 Vehicles, 7% Below Consensus
UBS analyst Joseph Spak cut Tesla's Q1 2026 delivery estimate to 345,000 vehicles, down 18% from Q4 2025's 421,000 deliveries and 7% below the consensus of 371,000, while maintaining a Sell rating with a $352 price target.
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
March 23, 2026
Last updated
March 23, 2026
Sources
1 source
Related Developments
Tesla Launches Real-Time Active Driver Profile Visibility in Mobile App with Software Update 2026.8Tesla Patents Dual-Battery Range Extender Integration System for EVsTesla EU Sales Rose 29% in February but Trailed BYD's 185% GrowthUS $7,500 EV Tax Credit Expired on September 30Engadget: EV Market Headwinds Including Tariffs and Scrapped Incentives Weigh on Industry
Sources (1)
Source Timeline
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
March 23, 2026
Last updated
March 23, 2026
Sources
1 source
Related Developments
Tesla Launches Real-Time Active Driver Profile Visibility in Mobile App with Software Update 2026.8Tesla Patents Dual-Battery Range Extender Integration System for EVsTesla EU Sales Rose 29% in February but Trailed BYD's 185% GrowthUS $7,500 EV Tax Credit Expired on September 30Engadget: EV Market Headwinds Including Tariffs and Scrapped Incentives Weigh on Industry