Tesla Falls Short with 336,000 Deliveries, Raising Analyst Doubts

In a noteworthy setback for Tesla, the company delivered 336,000 electric vehicles in the first quarter of 2025, falling short of Wall Street’s consensus expectation of 377,592 deliveries.

This discrepancy has raised questions about the capabilities of analysts who monitor Tesla, as many seem not to grasp the nuances of the automaker’s operational performance.

Following the announcement, several analysts released notes to clients, yet many have opted to cling to their projected estimates despite their significant misjudgment.

Tesla Falls Short of Q1 Deliveries, Analysts Question Their Projections

The reluctance to recalibrate expectations accordingly suggests a potential inability to accurately assess Tesla’s trajectory amid dynamic market conditions. Observers are beginning to wonder if such miscalculations might continue throughout the year.

The situation becomes more complicated considering the role of Cantor Fitzgerald, a firm that has a vested interest in Tesla and connections to Elon Musk. This relationship raises concerns over the impartiality of their analyses.

Critics highlight that certain financial institutions, like Truist, appear to still buy into Musk’s ambitious claims regarding self-driving technology, while Goldman Sachs notably overestimated Tesla’s deliveries by an astounding $2 billion in revenue projections.

For the past 15 years, analysts have struggled to predict Tesla’s performance accurately. This persistent misalignment indicates a broader issue within financial analyses related to high-profile tech-driven companies. As the industry continues to evolve at breakneck speed, commentators are calling for a reassessment of how analysts approach their forecasting, particularly for a company as influential and unpredictable as Tesla.

With Tesla’s recent figures setting a new tone for the year, stakeholders and market watchers alike will be keen to see if analysts can recalibrate their expectations moving forward. The past errors only amplify the need for a more insightful understanding of the electric vehicle landscape.