Tesla once again took action to manage market expectations, lowering electric car sales expectations and anticipating a rebound.

Tesla released an analyst forecast compilation on Thursday, showing that 23 selected investment banks expect the company's full-year deliveries in 2026 to be approximately 1.689 million vehicles, a significant decrease from the 1.75 million vehicles compiled at the end of last year. Since the first release of such compilation at the end of last year, there have been adjustments to the list of institutions on Thursday, with Wall Street tech stock super bull Wedbush being removed.