Goldman Sachs Raises Tesla Q2 Delivery Estimate to 420,000 Units

On June 16, Goldman Sachs updated its Tesla Q2 2026 delivery forecast to 420,000 vehicles, above the 400,000 Visible Alpha consensus, citing robust European registrations and solid China growth. The note follows an earlier June 15 report on Tesla FSD regulatory clearance in Belgium that could not be verified due to unavailable article content. Regional data showed Europe up 85-90% year-over-year through May while U.S. deliveries lagged in the mid-teens, leaving overall sentiment supported ahead of Tesla’s official Q2 update.