Tesla will have over 500,000 cars per quarter for Q3, Q4 2026 and every quarter there after. This is more than the predictions from analysts. I am predicting over 1.1 million vehicles delivered in Q3 and Q4, which is 200,000 over the analysts for the next two quarters and over 2.1 million cars for 2027 which is 300,000 cars over analysts.

Analysts were 75,000 low for Q2.The first two quarters they were calling for 764K and full year was 1.65M. They were predicting 900,000 vehicles for Q3 And Q4.

There was a drawdown of 30,000 vehicles because only 451.7K cars were made.

Tesla Model YL will start production and sale in the USA. This should become about 30+% of sales. It is a larger Y with 6 seats. The second row is also bucket seats. It is good for larger robotaxi where it is easier and faster to load with 6 people. It can a net gain of 40,000 sales per quarter. It will take 2-3 quarters to fully ramp. I still thinks 40,000-50,000 additional sales in Q3 and Q4.

Gigaberlin is expanding production by 2500 cars per week. This can add 20,000 cars for each quarter.

Cybercab and Semi Truck are ramping as well.