This analyst says Tesla deliveries will be 16% below expectations. Musk is part of the problem.

Core Viewpoint - Analysts from Baird suggest that Tesla's upcoming first-quarter delivery numbers may disappoint, as the consensus estimate of 437,500 deliveries is significantly higher than their own expectation of 369,400, representing a difference of approximately 16% [1] Summary by Category - Delivery Estimates - Wall Street's consensus estimate for Tesla's deliveries is 437,500 [1] - Baird analysts expect deliveries to be only 369,400 [1] - Price Target Adjustment - Baird analysts have reduced their price target for Tesla's stock from $440 to $370 per share [1] - Stock Designation - The stock has been designated as a "bearish fresh pick" by Baird analysts [1]