Analysts anticipated weak fourth-quarter vehicle deliveries from Tesla ( NASDAQ:TSLA ), with estimates indicating a 15% decline as consumer demand dried up due to the expiration of federal electric vehicle (EV) tax credits.
In the wake of Tesla (NASDAQ: TSLA) reporting weaker-than-expected vehicle deliveries for the fourth quarter of 2025, some on Wall Street are projecting potential downside for the stock in the year ahead.
The billionaire has bet Tesla's future on humanoids, which for now rely on human helpers.
Here are some of the major companies whose stocks moved on the week's news.
4.54 million. That is the total number of passenger vehicles BYD delivered in 2025 as, unlike Tesla, the Chinese carmaker also makes plug-in hybrids.
Tesla lost its crown as the world's bestselling electric vehicle maker on Friday as a customer revolt over Elon Musk's right-wing politics, expiring U.S. tax breaks for buyers, and stiff overseas competition pushed sales down for a second year in a row.
A disappointing year of electric vehicle sales is finally in the rear-view mirror for Tesla (TSLA).
Tesla lost its crown as the world's bestselling electric vehicle maker on Friday as a customer revolt over Elon Musk's right-wing politics, expiring U.S. tax breaks for buyers and stiff overseas competition pushed sales down for a second year in a row.
Tesla Inc (NASDAQ:TSLA)'s fourth quarter vehicle deliveries outpaced market expectations, attributed to robust sales of its Standard Model 3 and Model Y. The company reported 418,200 vehicle deliveries for the quarter, slightly below the consensus estimate of 422,900 but well above whisper numbers of roughly 410,000.
Tesla annual sales have fallen for the second year in a row, a drop fueled by the removal of the federal tax credit in the U.S. and competition from Chinese automakers.
Shares of Tesla Inc. are enjoying a premarket upswing on Friday as they head into their first trading day of 2026.
Tesla has lost its crown as the world's bestselling electric vehicle maker.