"The stock has been on an upswing for the last several months since CEO Elon Musk stepped back from his controversial job-slashing activities at the Department of Government Efficiency (DOGE) earlier in 2025. Those activities were widely seen to have done damage to the Tesla brand, especially among progressive-minded customers. But Tesla stock has risen more than 46% since last summer, a sign that investors are once again excited about the company's push into AI and automation."
"Tesla is expected to soon share its most recent figures for vehicle deliveries, and they're not likely to be pretty. The company's recently updated consensus data shows 422,850 total vehicles, down roughly 15% compared to the previous quarter. That's even lower than a FactSet consensus of around 440,000 vehicles cited by Barron's. For one thing, the deliveries were already expected to decline from the previous quarter, when consumers rushed to buy electric vehicles before the expiration of tax credits in September."
Tesla shares climbed about 2% in premarket trading, extending a more than 46% gain since last summer. The stock rise followed CEO Elon Musk stepping back from job-cutting activities at the Department of Government Efficiency (DOGE) earlier in 2025, actions that harmed brand perception among progressive customers. Consensus data shows Q4 2025 vehicle deliveries at 422,850 units, a roughly 15% decline from the prior quarter and below FactSet's 440,000 estimate. The delivery drop was partly anticipated after a pre-credit-expiration buying surge. Some investors are prioritizing future AI, automation, and robotaxi potential over near-term delivery metrics.
Read at Fast Company
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