this post was submitted on 01 Apr 2024
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Zoom in: The analyst hive-mind tallied by financial data firm FactSet sees 457,000 deliveries, compared with roughly 484,500 Tesla reported in Q4.

But multiple Tesla-watchers have cut their estimates in recent days.

I'm seeing estimates as low as 409k, which would be a YoY decline... despite rock bottom prices trying to drive demand.

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