There is a lot of discussion about what Tesla's delivery numbers will be for Q2, 2021. This should be reported by Tesla in early July. Let's take a look at what others are saying about this.
Gary Black, a top Tesla Analyst
Gary Black is one of the most well known Tesla analysts. He focuses on the fundamentals of a company and has been a long-term Tesla supporter. He has a deep knowledge of what makes up a company's valuation and knows what goes into why a stock is priced the way it is. Gary's analysis shows that deliveries for Q2, 2021 are about 201K with a production volume at about 205K. Both would be records for Tesla.
If deliveries meet or exceed this value, he believes it will be favorable for Tesla stock. If Tesla goes under 200K, this could have a negative impact. I've covered Gary Black regarding Tesla's over the air updates and regarding Tesla FUD in China.
James Stephenson, has Amazing Data
James Stephenson is one of my favorite Twitter users because he does deep dives on the data involved in what makes Tesla as a company. From deliveries to quarter by quarter numbers, one of the things he is most famous for is his 69 Twitter Tweet post outlining all the intimate details of Tesla. Here are the main one's I've written about:
- Tesla's road map to profitability
- Tesla's revenue growth by quarter
- Tesla's overall vehicle deliveries by quarter
- Tesla Model 3 and Model Y deliveries by quarter
James is predicting 218K deliveries for Q2, 2021, which is the highest number I've seen. I'm very curious to see how close this number is to what Tesla reports in the coming days!
JPR007, focuses on International Deliveries
JPR007 is another Tesla Twitter user who has been focusing his data on Tesla's international deliveries. Here's one of his latest Tweets about Tesla deliveries in Spain:
One of the things I've noticed about JPR007's Tweets is that Tesla is surging internationally in European countries. With Giga Berlin coming online soon, this bodes well for present and future Tesla deliveries.
I haven't seen an estimate for Q2, 2021 deliveries from JPR007 yet, but I have posed the question to his Twitter feed and will update here if I get an answer.
Tesla seems to be on pace to deliver over 200K vehicles this quarter (Q2, 2021). I am predicting 209K vehicles delivered. Will Tesla reach this milestone? Will Tesla over-deliver the analyst expectations?
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Jeremy Johnson is a Tesla investor and supporter. He first invested in Tesla in 2017 after years of following Elon Musk and admiring his work ethic and intelligence. Since then, he's become a Tesla bull, covering anything about Tesla he can find, while also dabbling in other electric vehicle companies. Jeremy covers Tesla developments at Torque News. You can follow him on Twitter, Facebook, LinkedIn and Instagram to stay in touch and follow his Tesla news coverage on Torque News.