SimpleFunctions
Winner-take-all · 8 outcomes8 contractsPolymarketrefreshed 4 min agoCloses Jun 30, 2026 · 52d

How many Tesla deliveries in Q2 2026?

Bracket375k–400k

Leader sits at 37% across 8 bound outcomes, runner-up at 25%. This is a winner-take-all market — the headline is the leader’s price, not an arithmetic mean.

Leader probability

37%

475k+

runner-up 25¢leader 37¢

Outcomes

8

winner-take-all

Runner-up

25¢

375k–400k

Spread

12pp

contested

24h volume

$968

thin orderbook

Closes

Jun 30, 2026

52 days

Venue

Polymarket

8 bound

30-day trend

0%50%100%-30d-3w-2w-1wtoday475k+: 30% (11 days, 11 points)475k+: 30% on 2026-05-08375k–400k: 32% (11 days, 11 points)375k–400k: 32% on 2026-05-08400k–425k: 20% (11 days, 10 points)400k–425k: 20% on 2026-05-08
475k+30¢375k–400k32¢400k–425k20¢
Top 3 candidates by current price · 11d

Bracket family

How the bracket ladder is priced.

Each row is one outcome on the venue. Sorted by 24h volume — the heaviest book is at the top.

Analysis

This probability reflects the current market estimate that Tesla will deliver between 375,000 and 400,000 vehicles in the second quarter of 2026. At 27%, this outcome ranks among the leading scenarios but indicates meaningful uncertainty about Tesla's Q2 performance. The current level appears driven by baseline production capacity expectations balanced against potential macroeconomic headwinds and competition in key markets. Tesla typically reports quarterly delivery figures in early October, making Q2 results available by the first week of July 2026. The main factors pushing this probability higher would be strong early-quarter demand signals and maintained production rates, while demand weakness, supply chain disruptions, or competitive pressure could lower it. Market participants are pricing in a relatively wide distribution across multiple delivery bands, suggesting genuine uncertainty about where Tesla will land within its typical quarterly range.

  • Tesla's Q1 2026 delivery total and production rate trends heading into Q2, as these establish the baseline capacity
  • Macroeconomic indicators and EV demand signals through May-June 2026, particularly in the US and China markets
  • Announced price adjustments, new model availability, or capacity expansions that become public before Q2 closes
  • Competitive deliveries and market share dynamics from other manufacturers in Q2 2026
  • The distribution of probabilities across all six outcome contracts, which shows how much uncertainty remains relative to this 375k-400k band

What moved the line

  • May 3<300k30pp322¢ · Polymarket
  • May 6<300k15pp217¢ · Polymarket
  • May 2475k+7pp1825¢ · Polymarket
  • May 3350k–375k7pp512¢ · Polymarket
  • May 2450k–475k7pp2518¢ · Polymarket

Recently closed in general

These markets stopped trading. Last odds and any captured outcome are shown above — full settlement detail lives at the venue.

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How we compute these odds

SimpleFunctions aggregates live prediction-market contracts from Kalshi and Polymarket. Each slug groups contracts that resolve on the same underlying event, identified by venue event_id.

For binary slugs, the headline probability is the liquidity-weighted mid-price across all bound contracts. For multi-outcome slugs (e.g. elections with 3+ candidates), the headline is the leader’s price; we never arithmetically average disjoint outcomes — that would produce a number with no real-world meaning.

Snapshots refresh every 5 minutes during market hours; daily aggregates are computed at 04:00 UTC. The 30-day sparkline is drawn from per-ticker daily means stored in market_indicator_daily; 24h delta and movement events are derived from the same source.

Last updated on this page: 4 min ago.