Q4 2025

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Photorealistic illustration of Tesla's declining sales: unsold cars in a lot, dropping delivery graph, Chinese EV competition, European protests against Musk, and Elon Musk looking concerned.
Bilde generert av AI

Tesla Q4 consensus underscores sales slump from competition, tax credits and Musk backlash

Rapportert av AI Bilde generert av AI

Tesla's unusual pre-earnings consensus of 422,850 Q4 2025 vehicle deliveries—a 15% drop from 2024 and below Wall Street's 440,000-445,000 forecast—highlights persistent EV headwinds. Added challenges include a post-tax-credit US sales trough, Chinese rivals, and a nearly 30% plunge in European demand linked to CEO Elon Musk's political activities.

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