Tesla Analysts Brace for a Decline in Vehicle Sales

Summary of Key Points Group 1: Company Performance and Projections - The fourth quarter vehicle delivery consensus is around 423,000, which is a shortfall of approximately 22,000 vehicles compared to Bloomberg's average estimate of 445,000 [1] - There is a notable decline in optimism regarding the company's outlook for 2026, with previous expectations of selling 3 to 3.5 million vehicles now being revised downwards for 2025 [2] - The company, which previously experienced rapid growth, is now facing a stagnation in sales outlook despite ongoing developments in self-driving technology [3] Group 2: Market Sentiment and Expectations - There exists a conflicting consensus regarding the company's future, with expectations of achieving self-driving capabilities and transforming vehicles into robo-taxis, yet no significant change in sales outlook is observed [4] - The lack of correlation between optimism about autonomy prospects and actual demand for vehicles raises questions about the company's growth trajectory [4]