"Elon Musk's automaker published a press release on Monday with a consensus of analyst predictions for the company's latest quarterly sales, the first time it has publicly given Wall Street such a heads-up. The delivery consensus, which is a compilation of predictions from analysts selected by Tesla, estimated that the EV giant sold 422,850 vehicles in the last three months of 2025, around 14.6% fewer than the same period last year."
""This is highly unusual for Tesla to send out a press release with quarterly consensus delivery estimates," said Gary Black, managing partner at Future Fund, which sold its Tesla holdings in May. Black wrote in the Tuesday post on X that the release suggested Tesla's Q4 sales were lower than the Bloomberg consensus and were, in his view, likely closer to 420,000."
Tesla published a consensus of analyst delivery estimates ahead of its official quarterly sales release, an unusual pre-announcement for the company. The consensus estimated 422,850 vehicle deliveries in Q4 2025, a 14.6% decline year-over-year and below the broader Wall Street expectation of 440,907. The company is expected to report official quarterly sales as soon as Friday. Tesla's stock reached record highs this month amid optimism about a robotaxi initiative, while core EV sales suffered after the $7,500 federal tax credit expired in September, contributing to weaker U.S. sales and pressure on overall growth.
Read at Business Insider
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