Johnson pushed his Tesla price target from $19.05 to $25.28 on Wednesday, while maintaining the 'Sell' rating that has been present on the stock for a long time. GLJ has largely been recognized as the biggest skeptic of Elon Musk's company, being particularly critical of the automotive side of things. Tesla has routinely been called out by Johnson for negative delivery growth, what he calls "weakening demand," and price cuts that have occurred in past years, all pointing to them as desperate measures to sell its cars. Johnson has also said that Tesla is extremely overvalued and is too reliant on regulatory credits for profitability.
However, Musk, back in Trump's good graces, stands to get some assistance for Tesla from the White House moving forward, especially as he and the President are back to being friends and allies. Reduced Scrutiny from a Regulatory Standpoint Tesla has been the subject of several National Highway Traffic Safety Administration (NHTSA) probes, including ones that dive into Autopilot and Full Self-Driving and incidents involving the two. Trump has already initiated a more relaxed environment for autonomous vehicle oversight.
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles. Energy deployments reached 14.2 GWh, a new record. In comparison, analysts included in Tesla's company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai. The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team's output but the company's cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company's key executives.
Tesla has captured the hearts of South Korea's 20s-30s demographic, emerging as the group's top-selling imported car brand in 2025. From January to November, young buyers purchased over 21,000 Teslas, putting it far ahead of fellow imported rivals like BMW and Mercedes-Benz. Industry experts cited by The Economist attributed this "Tesla frenzy" to fandom culture, where buyers prioritize the brand over traditional car attributes, similar to snapping up the latest iPhone.
For the chronically online, 2025 was the year of "brain rot", AI slop, and " rage bait," a time of consuming Labubu matcha Dubai chocolate to the sound of "nothing beats a Jet2 holiday" and "six-seven," on repeat, as a form of torture. Here, we take a look back at the biggest internet-culture moments that brought us all together even as the country is more divided than ever.
After soaring in 2023 and 2024, shares of Tesla(NASDAQ:TSLA) were battered throughout the first half of 2025. The largest U.S. EV-maker slid into Q3 but staged a comeback. Things have been looking better in Q4, but after a tech sell-off that began in late October, shares of TSLA were again sliding lower. Over the past five trading sessions, the stock is up 3.53% after gaining 2.61% the five prior. On the year, Tesla is up 28.86%.
