Tesla Touts Lower EV Delivery Estimate. The Stock Is Falling.

What: Tesla has lowered its electric vehicle delivery estimate for Q2 2026 to **250,000 units.
Why: The company cited supply chain disruptions and production delays as the reason for the revised estimate.
Signal: The stock price has fallen **5% in pre-market trading following the announcement.
Target: Analysts expect Tesla's stock to reach **$450 per share by the end of 2026.
Risk: The company's revised delivery estimate may impact investor confidence and potentially lead to further stock price declines.