*Walter Bloomberg|12月 30, 2025 13:51
TSLA - TESLA ANALYST ESTIMATES SIGNAL Q4 DELIVERY DECLINE
Tesla has published a compilation of analyst delivery estimates showing an expected 15% year-over-year drop in fourth-quarter vehicle deliveries. Analysts tracked by Tesla forecast 422,850 deliveries, below the Bloomberg consensus of 445,061, which implies a 10% decline.
This is the first time Tesla has publicly shared these estimates on its investor relations website. For the full year, the company’s compiled estimate is about 1.6 million deliveries, down more than 8% from last year, pointing to a second consecutive annual sales decline.
Despite weaker delivery expectations, Tesla shares are up 14% year to date through Monday’s close, trailing the S&P 500’s 17% gain.(*Walter Bloomberg)
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