Tesla's Semi Truck Deliveries Accelerate
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2026
0mins
Should l Buy TSLA?
Source: stocktwits
- Semi Truck Delivery Plan: Tesla is set to begin deliveries of its Semi trucks from the Nevada Gigafactory this summer, with expectations to ship between 5,000 and 15,000 units in 2026, ramping up to an annual production of 50,000 units, indicating strong growth potential in the electric truck market.
- Regulatory Pressure on FSD: The National Highway Traffic Safety Administration (NHTSA) has expanded its probe into Tesla's Full Self-Driving (FSD) system, now covering over 3.2 million vehicles, focusing on its performance in low visibility conditions, which could negatively impact the company's future compliance and market confidence.
- Solar Expansion Plans: Tesla plans to purchase approximately $2.9 billion worth of solar manufacturing equipment from Chinese suppliers, aiming to deploy 100 gigawatts of solar capacity in the U.S. by 2028 to meet rising electricity demand, particularly driven by AI infrastructure.
- Market Sentiment Shift: Although Tesla shares rose nearly 1% in premarket trading on Friday, retail sentiment on Stocktwits remains 'bearish' due to regulatory concerns surrounding the FSD system, reflecting cautious investor attitudes towards the company's future performance.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Production Capacity Advantage: Tesla's Austin factory can produce over 5,000 vehicles daily, with the potential to match the entire ride-hail fleet of urban Austin in about nine days, showcasing its robust production capabilities in the robotaxi market.
- Stock Price Expectations: Ark Invest forecasts Tesla's shares could reach $2,900 by 2029, although skepticism exists regarding Musk's overly optimistic timelines; nonetheless, the potential of the robotaxi market should not be underestimated.
See More
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- Quarterly Sales Data: In Q1 2026, deliveries dropped 14% from the previous quarter, although there was a slight year-over-year increase, this trend suggests ongoing sales pressure for Tesla in the short term, potentially impacting investor confidence.
- Robotaxi Market Potential: Tesla anticipates that by 2029, its robotaxi business could represent around 90% of its enterprise value, with this market projected to reach $10 trillion, highlighting the strategic shift potential for Tesla's future growth.
- Production Capacity Advantage: Tesla's Austin factory can produce over 5,000 vehicles daily, with the capability to match the entire ride-hail fleet of urban Austin in about 9 days, indicating that its rapid deployment ability in the robotaxi market will provide a competitive edge.
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See More
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- Historical Reflection and Farewell Ceremony: Musk shared a photo from the launch of these models 14 years ago on social media and confirmed an official farewell ceremony, reflecting emotional attachment to the vehicles while potentially drawing attention and resonance from long-time customers.
- Production Line Shift: Tesla is shifting its Fremont, California production facility's focus to the Optimus humanoid robot, targeting the production of one million units, a strategic pivot that may affect future product lines and market positioning amid intensifying competition in the EV sector.
- New Model Anticipation: Despite the discontinuation of the Model S and X, Musk hinted at the possibility of a new model, with rumors suggesting a three-row design that could attract more family users, further diversifying Tesla's product lineup to address ongoing sales challenges.
See More
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