TSLA Q2 deliveries — Kalshi closer than the Street
The print already happened. This page is the record. Live implied and flags are on the ticker page.
Resolved 2 Jul 2026. Street median 408,609 (Electrek, 26 Jun). Actual deliveries 480,126. Kalshi implied ~490k — closer than the Street. Stock ran +12% into the print, then sold the news (−6.7% print day). Lesson: the KPI can be right and the stock still not a buy if the move already happened.