Tesla Misses Q1 Delivery NumbersYear-to-date, the Zacks Rank #3 (Hold) stock Tesla ((TSLA) is down 26%. Meanwhile, shares have cratered more than 40% amid political backlash, slowing EV demand, tariff concerns, and cutthroat competition from Chinese EV makers like BYD, Xpeng ((XPEV) and Li Auto ((LI) ). This morning, the world’s leading EV-maker reported one of its most anticipated quarterly delivery numbers in its history:·       Total Q1 Deliveries: 336, 681 (Consensus Estimates: 378k); -13% YoY·       Mo ...

Tesla posted first-quarter deliveries of nearly 336,700, which is well below analysts' expectations. So, is it time to worry? Business Insider's Ana Altchek breaks down the report. ...

It's not just Wall Street analysts and investors who reacted with shock at how bad Tesla's quarterly sales were. Tesla's online fans processed the sales whiff in real time on social media on Wednesday.Omar Qazi, better known by his online handle @WholeMarsBlog, is one of Elon Musk's most visible supporters online and frequently interacts with the billionaire on X. "Brutal," wrote Qazi, who hosts a Tesla-focused podcast called "The Gigacast" with two other Tesla fans."I think these are the worst quarterly ...

Shares of the electric carmaker Tesla (TSLA 4.35%) started this morning in the red only to reverse course and work their way firmly into positive territory, with shares trading 5% higher as of 2:15 p.m. ET today. There was a lot of news about Tesla, including first-quarter deliveries and reports that CEO Elon Musk may soon end his involvement in government affairs.Is Musk done with DOGE?The morning started poorly for Tesla after the company reported fewer than 337,000 deliveries in the first quarter of the ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Viewpoint - Tesla's growth appears to have stalled as the company reported a significant decline in vehicle deliveries, attributed to various external factors including protests and boycotts [1][6]. Delivery Performance - Tesla delivered 336,681 vehicles in Q1 2025, falling approximately 14% short of Wall Street estimates of over 390,000 [3]. - Deliveries were down about 13% year-over-year and down 32% from Q4 2024 [3]. - Production was 362,615 vehicles, which is about 7.7% more than deliveries, but still reflects a 16.3% decrease compared to Q1 2024 [5]. Model-Specific Insights - Deliveries of Models 3 and Y decreased by 12% year-over-year, while deliveries of "other models," including the Cybertruck, dropped 46% from Q4 2024 [4]. - The decline in "other models" suggests potential issues with the sales of the Cybertruck [4]. External Factors Impacting Sales - Protests and boycotts in the U.S. and Europe have negatively impacted potential EV buyers' interest in Tesla [1][6]. - Tesla's market share in Europe fell from 17.9% a year ago to 9.3% in Q1 2024 [7]. Leadership and Market Sentiment - CEO Elon Musk's political involvement has been unpopular among potential buyers, contributing to the decline in sales [6]. - There are indications that Musk may reduce his political role, which has led to a positive market reaction, reversing a stock dip into a gain [9]. Valuation Concerns - Tesla's current valuation is significantly higher than that of traditional automakers, with a price-to-sales ratio over 10 times that of Ford and General Motors, and roughly four times that of Rivian [10].

Tesla, Inc. (NASDAQ: TSLA ) submitted its quarterly delivery achievements for the first-quarter of FY 2025 on Wednesday, which were highly anticipated given that CEO Elon Musk, and by extension Tesla, have dominated the news lately. In the first-quarter, Tesla delivered aAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA, NIO, LI, BYD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

A Tesla Inc TSLA analyst sees the electric vehicle company at a pivotal moment in the company's history after reporting weaker-than-expected first-quarter deliveries Wednesday.The Tesla Analyst: Wedbush analyst Daniel Ives maintained an Outperform rating on Tesla with a $550 price target.The Analyst Takeaways: Ives said the almost 337,000 vehicle deliveries were below analyst estimates with weakness reported in China, America and Europe."The company Model Y refresh across factories led to several weeks of l ...

After Tesla's rough start to the year, Elon Musk is probably lucky that Americans cannot buy BYD cars. Tesla's Chinese nemesis had another spectacular quarter, with sales jumping 60% in the first three months of 2025.BYD has sold about 416,000 EVs and 570,000 hybrids this year. Tesla vehicle deliveries, meanwhile, came in well below analyst expectations, with the automaker announcing first-quarter deliveries of 336,700 EVs on Wednesday. It's the second successive quarter that BYD has outsold its rival, wi ...

Tesla Inc. (NASDAQ: TSLA) has reported one of its weakest quarters since 2022, delivering just 336,681 vehicles in Q1 2025 a steep 13% drop from the 386,810 units delivered in the same period a year earlier. The shortfall came in well below Wall Street expectations and just two days after Tesla wrapped up its worst quarterly performance in over two years, shedding 36% over the first three months of 2025. Interestingly, online search for the phrase ‘sell Tesla stock’ has surged to a one-year high—a sign of m ...