Tesla Reports Decline in EV Deliveries
Tesla (NASDAQ: TSLA) ended 2025 with a significant decline, reporting an 8.5% drop in full-year electric vehicle (EV) deliveries. The company saw weakened sales primarily attributed to a transitional period for its popular Model Y, which experienced production changes due to a refresh. Analysts estimate that the Model Y accounts for over 25% of total U.S. EV sales.
Quarterly Sales Insights
For 2025, Tesla’s fourth-quarter annualized deliveries stand at 1.67 million, whereas the second half of the year sees an annualized figure of 1.83 million. The Wall Street analyst consensus for 2026 delivery expectations hovers around 1.75 million, suggesting a potential recovery aligned with the phased rollout of the updated Model Y and an anticipated favorable environment due to lower interest rates and forthcoming regulatory approvals for robotaxi services.
