South China Morning Post
- Wall Street is worried about Tesla's Q1 deliveries.
- Some analysts are predicting the company's first year-on-year sales decline since 2020.
- Wedbush Securities analysts have called it "a nightmare quarter for Tesla."
Wall Street is getting nervous about Tesla's Q1 deliveries.
Morgan Stanley, Wedbush Securities, and Deutsche Bank are all predicting a decline in the EV maker's first-quarter deliveries, with some analysts even preparing for its first year-on-year sales decline since 2020.
Analysts' consensus puts the number of deliveries at 477,000 for Q1, according to UBS, which itself has cut its estimate to 432,000.