Tesla is on track to potentially reach a production milestone of 500,000 vehicles in Q4 2023, with estimates as of December 27th ranging from 470,259 to 484,803. The VIN data suggests that production will likely be within +/-1% of the 500K target, aiming to surpass the previous record of 479,700 set in Q2 2023. Tesla is expected to release its Q4 production and delivery numbers on January 2nd, 2023, at 9:00 a.m. Eastern Time, maintaining its pattern of releasing such data on the second day of the month for the last 15 quarters. Estimates for Q4 deliveries vary, with figures ranging from 469,000 to 500,000 vehicles. Tesla's stock closed the year with a 101.7% gain, marking its third-best annual performance. The company needs to deliver at least 475,926 vehicles in Q4 to reach its annual target of 1.8 million for the year. The final production and delivery estimates, which have been posted on Patreon and will be shared on Twitter on December 31st, are approximately 27K higher than the deliveries. The sell-side analysts' consensus is 480,483 deliveries for Q4. The error rate in the last 10 quarters for these estimates was not specified.
Tesla's survey with 25 sell-side analysts, also known as the company-compiled consensus, is out. Analysts estimate 480,483 deliveries in Q4. Tesla needs 475,926 to reach its 1.8 million target for the full year. We should find out on Tuesday, Jan 2nd, at 9:00 a.m. Eastern Time. https://t.co/tAZgsAxiM8
Tesla's survey with 25 sell-side analysts is out (also known as the company-compiled consensus). Analysts estimate 480,483 deliveries in Q4. Tesla needs 475,926 to reach its 1.8 million target for the full year. We should find out on Tuesday, Jan 2nd, at 9:00 a.m. Eastern Time. https://t.co/ZcAvGIDhY8
NEWS: $TSLA stock closed out 2023 with a total gain of 101.7%, the stock's third best yearly gain ever. $TSLA yearly performance: 2011: +7% 2012: +18% 2013: +344% 2014: +48% 2015: +8% 2016: -11% 2017: +46% 2018: +7% 2019: +25% 2020: +743% 2021: +49% 2022: -65% 2023: +102% https://t.co/mebrfUDHVz
Hi everybody. I posted my final Tesla delivery estimate for Q4 on Patreon. My production estimate is about 27K higher than deliveries. https://t.co/AJGEJ0YVrI I will tweet it here on Dec 31 as usual. Here is my error rate in the last 10 quarters: https://t.co/iUfM6vQivw https://t.co/EJteiOLXYO
My delivery estimate for Q4 is 469k. Happy New Year Bulls and Bears. $TSLA
Estimate of Tesla sales range for Q4 2023 as of December 27th. Estimating total sales from a low of 470,259 to a high of 484,803. Last update will be on December 31st. Special thanks to @ValueExpected for U.S. and @AlexT18503601 for Europe VIN intel. #Tesla $TSLA $TSLAQ https://t.co/90xUyKvPiW
Tesla is expected to release its Q4 2023 production and delivery numbers on Tuesday, January 2nd, at 9:00 a.m. Eastern Time They have consistently released it on the 2nd day of the month for the last 15 quarters. Premarket hours are more likely on days when the markets are open https://t.co/Kbn6GNn40q
$TSLA will likely report December quarter deliveries on January 2 which I expect to be between 480-500k vehicles, essentially in line with investor expectations.
Tesla has a shot at reaching 500,000 production in Q4. However, deliveries are expected to be clearly less than production. I will tweet my final production and delivery estimates on Dec 31st.
Tesla has a shot at reaching 500,000 production in Q4. VIN data suggest production is most likely within +/-1% of 500K. I'm working on narrowing it down further. The current record is 479,700 in Q2 2023. I will tweet my final production and delivery estimates on Dec 31st.