Analyst Andrew Percoco of investment bank Morgan Stanley believes Tesla Inc. deliveries could reach 1.6 million this year. 1.6 Million Deliveries, Energy Storage Miss In a new note released on Sunday, the analyst raised Tesla’s 2026 deliveries from 1.58 million to 1.6 million. “Beyond 2026, we expect auto demand to reaccelerate,” Percoco said in the note, citing possible new model launches like the teased 7-seater Tesla vehicle hinted at by CEO Elon Musk, as well as “improvements” to Tesla’s Ful