Tesla(US:TSLA) Benzinga·2025-12-30 05:52Core Insights - Tesla Inc. has released its quarterly delivery estimates, which is considered an atypical move by industry experts [1][2] - The delivery consensus for Q4 is around 445,000 units, while Tesla's estimate is approximately 423,000 units [2] - A significant portion of the estimated deliveries, over 388,000, consists of Model Y and Model 3 sales [3] Delivery Estimates and Market Reactions - The early release of delivery estimates may be linked to a potential major announcement from Tesla, possibly regarding the removal of safety monitors from Robotaxis in Austin [4] - Tesla has been conducting driverless testing operations for its Robotaxi in Austin, with sightings of its Cybercab [5] Sales Performance and Predictions - Investor Gene Munster predicts that Tesla's deliveries will fall short of expectations, estimating around 415,000 units due to challenges like the end of the Federal EV Credit [6] - Tesla's sales performance has shown consistent declines, with November U.S. sales down 23% and European sales down nearly 12% year-on-year [7] - In contrast, Tesla's competitor BYD Co. Ltd. has experienced a 222% growth in sales in the Chinese market [7] Stock Performance - Tesla's stock has shown a decline of 3.27% to $459.64 at market close, with a further drop of 0.51% in after-hours trading [8]