Obviously Tesla knows the number of deliveries at this point, just like they knew it yesterday.
If it was a big miss, they should have released by now because it would allow time for investors to digest and mitigate any big drops in SP. So I don't think its a big miss.
This is a tremendous opportunity for Tesla. Being able to reveal delivery numbers following a large (unexpected) rise in share price with a high short interest - showing strong results here could easily propel the stock into the mid to high 200s. And that would open the door to a capital raise if necessary.
I personally would be thrilled if they meet guidance, particularly this quarter with autopilot 2 being introduced.
I'm not expecting a beat, but remain hopeful because a big beat today or tomorrow could change the trajectory of the stock greatly.
Furthermore, it the Gigafactory tour reveals details about TE that are positive including cell production or any large contracts, it would help greatly to support the notion that Tesla is not just a car company but an ENERGY company. That will be necessary for us to overtake OEMs in terms of market cap. And that could happen this year.
Anecdotally, I was at the San Diego service center on Friday. I didn't see much of any delivery activity even though it was 2 days before the end of quarter. Not sure what to make of that but it could just be the time I was there.