"As 2025 draws to a close, automakers are expected to release their fourth-quarter and full-year sales figures in the coming days and weeks. But in unusual fashion, Tesla has shared Wall Street's fourth quarter sales estimates, as well as sales projections through the end of the decade, on its own investor relations website a few days before its official sales numbers will be published."
"According to the estimates, Tesla's Q4 2025 global deliveries will fall about 15% year-over-year to 422,850, from 495,570 during the same period last year. Despite the company's efforts to roll out some fresh metal and lather on discounts like free Supercharging, Tesla is on track for another down year of global sales too. Analysts project that Tesla's full-year deliveries worldwide will drop 8.3% year-over-year to 1.64 million units, down from 1.79 million in 2024 and 1.81 million in 2023."
"And the numbers paint a picture of a difficult year for America's dominant EV player. That's not too surprising. Analysts have long expected industry-wide electric vehicle sales to decline in Q4 after the Trump administration axed the $7,500 federal tax credit and heavily revised the federal fuel economy standards. EV sales growth in general has slowed, even before incentives were slashed. And Tesla has been suffering from a stale model lineup."
Tesla posted a company-compiled sell-side analyst delivery consensus on its investor relations website ahead of official sales releases. The consensus includes estimates from up to 20 firms, including Wedbush, Morgan Stanley, Barclays, Wells Fargo and HSBC. Analysts estimate Q4 2025 global deliveries will fall about 15% year-over-year to 422,850 and project full-year deliveries to drop 8.3% to 1.64 million units. Industry factors include removal of the $7,500 federal tax credit, revised federal fuel economy standards, slowing EV sales growth, and a stale Tesla model lineup. Tesla offered discounts and incentives ahead of the reporting period.
Read at insideevs.com
Unable to calculate read time
Collection
[
|
...
]