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 ...

Core Viewpoint - Tesla is at a critical juncture following weaker-than-expected first-quarter deliveries, with significant challenges related to brand perception and leadership decisions impacting performance [1][2][3]. Group 1: Delivery Performance - Tesla reported approximately 337,000 vehicle deliveries in the first quarter, which fell short of analyst expectations, indicating weakness across key markets including China, America, and Europe [1]. - The first-quarter delivery figures are described as a "disaster" for bullish investors, reflecting continuous negativity surrounding the Tesla brand [2]. Group 2: Brand and Leadership Challenges - The brand crisis is attributed to CEO Elon Musk's increasing political involvement, which is seen as detrimental to Tesla's brand image [3]. - Protests at Tesla dealerships and concerns related to Musk's actions have contributed to ongoing negative sentiment towards the brand [3]. Group 3: Analyst Insights - Wedbush analyst Daniel Ives maintains an Outperform rating on Tesla with a price target of $550, despite acknowledging the significant challenges ahead [1]. - Ives emphasizes the need for Musk to address the brand crisis effectively, suggesting that failure to do so could lead to more difficult times for Tesla [4]. - The analyst views advancements in autonomous driving as a potential transformative opportunity for Tesla, positioning the company as a leader in the automotive industry [4]. Group 4: Stock Performance - Following the release of the first-quarter delivery figures, Tesla's stock experienced a decline, although it rose by 5.70% to $283.77 on the day of the report due to speculation about Musk's potential reduction in political involvement [5]. - Year-to-date, Tesla's stock is down 25.9% in 2025, reflecting broader market concerns [5].

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 ...

This week is shaping up to be one of the most eventful weeks of the entire year.President Trump is set to reveal his set of “reciprocal” tariffs on Wednesday after the closing bell. We likely won’t see the full extent of any market reaction until Thursday and Friday.Trump’s “Liberation Day” will target other countries’ duties and trade barriers on U.S. goods. A one-month suspension of the 25% tariffs on Mexican and Canadian goods is also set to expire in early April.Markets have mainly held steady this week ...

Tesla announced on Wednesday that its first-quarter deliveries dropped 13% amid slowing consumer demand for electric vehicles (EVs) and controversy surrounding CEO Elon Musk's political involvement in the Trump administration. The automaker delivered 336,681 vehicles in the first quarter, a decline from 386,810 units a year ago. Expectations were for Tesla to deliver about 372,410 vehicles in the quarter, based on an average estimate of 15 analysts from Visible Alpha.Tesla's sluggish sales show the company' ...

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Tesla sales declined in the first three months of the year, another sign that Elon Musk’s once high-flying electric car company is struggling to attract buyers.The drop of 13% is likely due to a combination of factors, including its ageing lineup, competition from rivals and a backlash from Musk’s embrace of rightwing politics. It also is a warning that the company’s first-quarter earnings report later this month could disappoint investors.Tesla reported deliveries of 336,681 vehicles globally in the Januar ...