Tesla Stock News

Analysts anticipated weak fourth-quarter vehicle deliveries from Tesla ( NASDAQ:TSLA ), with estimates indicating a 15% decline as consumer demand dried up due to the expiration of federal electric vehicle (EV) tax credits.

In the wake of Tesla (NASDAQ: TSLA) reporting weaker-than-expected vehicle deliveries for the fourth quarter of 2025, some on Wall Street are projecting potential downside for the stock in the year ahead.

The billionaire has bet Tesla's future on humanoids, which for now rely on human helpers.

Following a record third quarter, Tesla's fourth-quarter deliveries dropped sharply in Q4 -- both on a year-over-year basis and sequentially. Given this sales decline, investors will likely be watching the company's full-year guidance closely when Tesla reports its fourth-quarter financial results later this month.

Here are some of the major companies whose stocks moved on the week's news.

Tesla (TSLA 2.62%)closed Friday at $438.07, down 2.6%. Tesla IPO'd in 2010 and has grown 27,452% since going public.

4.54 million. That is the total number of passenger vehicles BYD delivered in 2025 as, unlike Tesla, the Chinese carmaker also makes plug-in hybrids.

Tesla lost its crown as the world's bestselling electric vehicle maker on Friday as a customer revolt over Elon Musk's right-wing politics, expiring U.S. tax breaks for buyers, and stiff overseas competition pushed sales down for a second year in a row.