Tesla(TSLA) The Motley Fool·2024-12-27 18:22Core Viewpoint - Tesla shares have experienced significant volatility, with a recent decline of 4.3% despite a 70% increase over the past three months, largely influenced by political events and investor sentiment [1][5]. Group 1: Stock Performance - Tesla shares are down 4.3% as of Friday, but have increased by 70% over the last three months following Donald Trump's election victory [1]. - The stock is on track for its second consecutive losing day as the trading week concludes [5]. Group 2: Delivery Expectations - Investors are concerned that Tesla may not meet its 2023 electric vehicle delivery target, needing to deliver approximately 515,000 EVs in the fourth quarter to reach a total of 1.8 million units for the year [2]. - Analysts predict that Tesla might fall short of its target, estimating around 510,000 unit sales for the fourth quarter, compared to last year's record of nearly 485,000 vehicles [6]. Group 3: Future Outlook - Long-term investors are advised not to focus too heavily on quarterly data, as much of the recent stock increase is attributed to expectations surrounding Tesla's autonomous driving technology and potential easing of regulatory hurdles [4]. - A significant revenue opportunity could arise if Tesla successfully offers leading self-driving software to customers, encouraging investors to consider buying during dips [4]. Group 4: Regional Performance - Tesla's sales in China are showing promising signs, with nearly 22,000 EVs sold in the first week of December, indicating a strong performance for the fourth quarter [7].