Tesla’s Tesla‑Teaser: The Big Delivery Downturn
It’s a truth as shocking as a bumper‑to‑bumper crash: Goldman Sachs and UBS are putting the brakes on Tesla’s ambitions. They’ve explicitly trimmed delivery forecasts, cut earnings expectations, and dialed down what’s left of the brand’s excitement across the globe.
What the Analysts Are Saying
- Delivery Forecasts – No more shouting “record sales!” Tesla’s monthly outputs look like a sluggish marathon, especially in China, the U.S., and Europe.
- Earnings Estimates – The spreadsheets now predict less profit than the early positive vibes suggested.
- Brand Momentum – Market buzz has fizzled; the hype train is slowing down.
- Consumer Pulse – Surveys (HundredX, Morning Consult) show drivers’ interest is cooling.
Direct Quote From The Gig
“We’re lowering our Tesla vehicle delivery assumptions and EPS estimates to better reflect weaker monthly datapoints in key regions (e.g., China, the US, and Europe), and also consumer survey data on Tesla (per HundredX and Morning Consult),” … the note reads. — Mark Delaney & Dan Duggan
Feel the Echo Across Wall Street
Both banks are kneading through market data like a chef fine‑tuning a sauce: the ingredients for a Tesla boom seem dwindling. If a Tesla showroom refreshes at a pace that’s more sprint than stroll, it’s probably just a blip on the radar.
