- Musk implied a new vehicle model in a post on X, in response to Flexport CEO Ryan Petersen.
- Tesla is expected to deliver 365,645 vehicles in the three month period through the end of March, according to the company-compiled delivery consensus of sell-side analysts.
- Tesla is expected to deliver 1.69 million vehicles through the end of 2026, compared to the $1.64 million deliveries recorded last year.
Shares of EV giant Tesla Inc. (TSLA) traded 3% lower on Thursday as CEO Elon Musk’s hints at a three-row family SUV failed to alleviate concerns about a delivery growth slowdown.
Musk on Thursday teased the possibility of Tesla launching a three-row vehicle. Flexport CEO Ryan Petersen suggested a Tesla family SUV where each row has its own doors in a post on X. Musk replied 'Noted,' after teasing something cooler than a minivan, fueling speculation for a new vehicle model.
Tesla currently offers a seven seat interior on select variants of its Model Y for an additional payment of $2,500, but users have often noted the lack of space in the third row.
Tesla’s Other Upcoming Vehicles
Tesla is slated to start production of its Tesla Semi truck this year, as well as its dedicated robotaxi offering called Cybercab with no steering wheel or pedals and merely two seats. Tesla intends to make millions of Cybercabs annually eventually but it is unclear how many are expected to be made in 2025.
For the Tesla Semi, the company intends to reach a production rate of 50,000 units annually at its Nevada gigafactory.
Q1 2026 Delivery Estimates
Tesla is expected to deliver 365,645 vehicles in the three-month period through the end of March, according to the company-compiled delivery consensus of sell-side analysts.
Wall Street roughly estimates a near 9% year-on-year growth in deliveries from the 336,681 recorded in the corresponding quarter of 2025.
As per the estimates compiled by the company, Tesla is expected to deliver 1.69 million vehicles through the end of 2026, compared to the $1.64 million deliveries recorded last year.
How Did Retail Traders React?
On Stocktwits, retail sentiment around TSLA stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.
TSLA stock has gained 37% over the past 12 months.
Read More: Microsoft Reportedly Pauses Fresh Hiring For Azure Cloud Segment Amid Broader Tech Layoffs Trend
For updates and corrections, email newsroom[at]stocktwits[dot]com.