Goldman Sachs Trims Tesla Delivery Forecasts, Flags Softening Demand

Goldman Sachs has revised down its delivery projections for Tesla, pointing to softer-than-expected demand. The investment bank’s updated estimates suggest the electric vehicle maker may fall short of prior expectations for vehicle handovers in the coming quarters.

The adjustment reflects broader concerns about cooling appetite for EVs in key markets. While Tesla remains a dominant player, competitive pressures and macroeconomic headwinds are weighing on its volume outlook, according to the note.

Tesla has not commented on the revised forecasts. The company’s next delivery report will be watched closely by investors for signs of whether demand is stabilizing or continuing to weaken.