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Ben Kallo Forecasts Tesla’s Q2 Deliveries at 392,900 Vehicles

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2026-06-23 17:04:37
Baird analyst Ben Kallo forecast that Tesla will deliver 392,900 vehicles in the second quarter and said the company’s total deliveries in 2026 will reach 1.68 million.

According to Odaily, Kallo also wrote that a merger between SpaceX and Tesla is likely and could take 12 to 18 months.

He described a combination of the two companies as the “ultimate direction” and said both would benefit from greater scale.

Kallo reiterated his “outperform” rating on Tesla and maintained a $522 price target.
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