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Tesla car sales stagnate as Wall Street focuses on energy storage growth

Wall Street’s consensus forecast puts Tesla’s 2026 second-quarter vehicle deliveries at 406,024, up 5.7 percent from a year earlier, though growth is seen as limited after two straight years of annual sales declines. Analysts expect most deliveries to come from the Model 3 and Model Y, with other models making up a small share. By contrast, energy storage deployments are forecast at 13.8 GWh in the quarter and rising over the long term.