A topic that we've covered many times here is Tesla's struggle to break the 2 million (2M) vehicles delivered in a calendar year. Given the growth rate that Tesla had coming into 2023, that could have been their 2M year, but vehicle growth stalled that year and has not resumed. This has left the 2M milestone just out of reach. 

Below is a delivery consensus of sell-side analysts that Tesla has compiled (but does not endorse). The estimates are from: Daiwa, DB, Cowen, Canaccord, Baird, Wolfe, Exane, GS, RBC, Evercore ISI, Barclays, Mizuho, BofA, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co, HSBC, Cantor Fitzgerald, and William Blair. 

This consensus shows Tesla finally breaking through the 2M milestone in 2029. 

Cybercab and Semi are both coming to market soon, we'll see how much these increase the sales volume for 2027.