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Polymarket bettors spent most of Q1 pricing Tesla Inc (NASDAQ:TSLA) deliveries below 350,000.
Wall Street’s consensus sat at 372,160.
The actual number, 358,023, handed traditional analysts a miss but validated the prediction market bettors who pivoted to the correct bracket days before the print.
Dan Ives, the Wedbush analyst with the Street’s highest Tesla price target at $600, called the delivery numbers “quite underwhelming” but said it was “not a shock” given the current EV backdrop.
He maintained his Outperform rating, arguing Tesla is shifting gears to focus on its AI strategy.
What The Prediction Markets Showed
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