Here is what TSLA analysts say about Tesla’s big delivery

Most Wall Street analysts covering the action of Tesla (TSLA) Mal read the delivery volumes of the automaker this quarter. Some of them began to publish notes to customers after the results of the production and delivery of Tesla.

Here is what they have to say:

According to the consensus of Tesla’s compiled analysts, the automaker was to report “377,592 deliveries” in the first quarter.

Tesla confirmed yesterday that he had only delivered 336,000 electric vehicles in the first three months of 2025.

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• Cantor Fitzgerald was the first analyst firm to publish a note after the press release. They reaffirmed their overweight note with a price target of $ 425. As we mentioned earlier, Cantor has major interests of interest with Tesla and CEO Elon Musk.
• Truck titles Helred his storage rating on Tesla’s shares, but considerably reduced his price target from $ 373 to $ 280 per share. They insist that, although their expectations of profits have crashed because they have overestimated deliveries, investors should focus on Tesla’s autonomous effort, which they consider “much more important for the long -term value of action”.
• Goldman Sachs reduced its price target from $ 320 to $ 275 per share. The company expected 375,000 Tesla deliveries in the first quarter and therefore had to adjust its expectations of profits with nearly 40,000 less deliveries.
• WedbushDan Ives, one of Tesla’s largest cheerleader, described the “disastrous” delivery results, but he reiterated his $ 550 course on Tesla’s shares.
• UBS reiterated his price objective of $ 225 which he had lowered last month after adjusting his expectations of delivery in the first quarter to 367,000 – one of the most precise predictions of Wall Street.
• CfraGarrett Nelson analyst has reduced its price target from $ 385 to $ 360 per share.

Electrek taking

I find it funny that most of them keep or barely change their expectations after they were so mistaken about Tesla in the first quarter.

If you were so wrong in Q1, you should expect to be incorrect also for the rest of the year and readjust accordingly.

But Cantor is invested in Tesla, and the company belongs to the friend of Elon, who is now the secretary of commerce. Truist still believes that Elon’s autonomous lies, Goldman Sachs overestimated Tesla’s deliveries by the equivalent of $ 2 billion in income, and Dan Ives is Dan Ives.

Cover Tesla in the past 15 years confirmed to me that most Wall Street analysts have no idea what they are doing – or at least not with regard to companies like Tesla.

Do you know those who have always been good lately? I would love the suggestions in the comments section below.