Tesla sold about 22,000 more cars than it built, clearing excess inventory, while Cybertruck, Semi and remaining S/X sales fell 48%. Storage deployments of 13.7 GWh missed expectations.
Consensus targets sit only about 4% to 8% above Friday's $382.70 close, depending on the data provider. Here are the named analysts behind the latest calls, and where the trackers disagree.
Shanghai sold 95,366 cars including exports, up 5%. Chinese buyers took 64,837, down 9% from a year earlier, the fourth straight monthly decline, while exports rose 58%.