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Tesla Forecasts Q4 Deliveries Drop Amid Annual Decline

12/31/2025

42 9 Full Breakdown

Summary

Story summary

Tesla Inc. projects 422,850 vehicle deliveries in Q4, a 15% drop from last year.
That figure is below Bloomberg's average estimate of 445,061 vehicles, a 10% decline.
Tesla is on track for a second consecutive annual decline, with total deliveries near 1.6 million, down over 8% from 2024.
Tesla's stock has risen 14% this year.
Tesla has published its sales estimates on its website for the first time.

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Story summary

Tesla Inc. projects 422,850 vehicle deliveries in Q4, a 15% drop from last year.
That figure is below Bloomberg's average estimate of 445,061 vehicles, a 10% decline.
Tesla is on track for a second consecutive annual decline, with total deliveries near 1.6 million, down over 8% from 2024.
Tesla's stock has risen 14% this year.
Tesla has published its sales estimates on its website for the first time.