In fact, even the articles you link all point to a plan that involves $400M revenue for the year, and each article indicates that they're on-plan. Of course, the plan COULD be wrong, and it could be deceitfully wrong, but it seems utterly plausible, and apparently all analysts agree (within say 10%).
http://news.investors.com/business/050912-610645-tesla-motor...
http://techcrunch.com/2012/07/25/tesla-motors-q2-revenue-mod...
http://www.engadget.com/2012/11/05/tesla-q3-2012-earnings/