Charge point stock forecast8/19/2023 ![]() ![]() To get up to half a million deliveries a quarter, I’m thinking Tesla needs to get the Cybertruck to market. (In terms of ranking, of course, not unit sales.) However, one must also ask: how much higher can it go? The one thing about becoming king of the hill is that … one can only go down from there. The Model Y is also on track to being the best selling vehicle model (of any kind or any brand) in 2023. Troy’s projection for Q2 is that far more than twice as many Model Ys will be delivered than Model 3s, and the Model S & X are negligible at this point on a unit volume basis. What might be a concern is that Tesla is seemingly producing more and more compared to what it is delivering, and I may come back to that in another article tomorrow, but it should be noted that as overall volumes go up, one would expect higher volumes of inventory in a single day or week as well.Īs far as specific models, the Tesla Model Y seems to be pulling away from the rest of the pack. Going from that to 444,000 or so, that would be an increase of about 74% - a huge step up. Looking back one year, you can see that Tesla delivered nearly 255,000 vehicles in Q2 2022. What are your thoughts and your estimates? ![]() We’re just a handful of days away from finding out Tesla’s actual Q2 numbers, but history would tell us that they won’t be too far off of these estimates. Tesla production forecast from Troy (Q2): 470,399.Tesla sales forecast from Tesla stock market analysts, combined consensus (Q2): 448,000.Tesla sales forecast from Troy (Q2): 441,000.Just pulling out the big numbers from there, here’s what we’ve got: There is a public page here with more information and charts. I will tweet my final estimate for Tesla's Q2 2023 production & deliveries on 30 June and then we will find out the actual numbers on 2nd July. The next and final update on Twitter will be on 30 June. My production estimate was as follows on 23 June. Let’s take a look at what he’s putting out there for Q2 2023 so far. He also includes the stock market analysts consensus for comparison purposes. He has a system of estimating production and sales routinely throughout the quarter, and his end-of-quarter forecasts are often quite close to reality. One of the best Tesla production and sales trackers in the world is Troy Teslike. It is climbing closer to an annual run rate of 2 million! How much closer will the second quarter bring the company? Tesla sold (read: delivered) 422,875 vehicles in the first quarter of 2023 (and produced 440,808). Even as other automakers get serious about electric vehicles and sell more and more of them, Tesla is king of the hill and drives the market forward more than any other company. Tesla is still far and away the top selling in the pure battery-electric vehicle market, and in a top tier of two along with BYD if you look more broadly at plugin vehicle sales. The end of the second quarter is drawing near, and for many electric vehicle followers, this means questions and discussions regarding Tesla’s quarterly sales. ![]()
0 Comments
Leave a Reply.AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |