Tesla just made an 'unusual' move, and it could mean a rough end to the year

Core Viewpoint - Tesla has provided a surprising update regarding its quarterly sales, indicating a significant decline in vehicle deliveries compared to the previous year, which has raised concerns among investors [1][2]. Group 1: Sales Performance - The delivery consensus estimates that Tesla sold 422,850 vehicles in Q4 2025, representing a 14.6% decrease from the same period last year [2]. - This figure is below Wall Street's expectations of 440,907 EVs, highlighting a potential shortfall in sales performance [2]. - Analysts suggest that actual sales may be closer to 420,000, indicating a further decline in performance [3]. Group 2: Market Challenges - Tesla's US sales have reportedly fallen to their lowest level since 2022, exacerbated by the expiration of the $7,500 federal tax credit in September [4]. - The company faces intense competition in China from local EV startups offering advanced vehicles at lower prices, impacting Tesla's market share [5]. - In Europe, Tesla's sales have decreased nearly 30% this year, partly due to backlash against Elon Musk's political statements [5]. Group 3: Strategic Responses - In response to declining sales, Tesla has introduced various incentives in the US and is working to launch its Full Self-Driving technology in China and Europe [6]. - The delivery consensus suggests that Tesla will end the year with over 100,000 fewer EVs sold compared to 2024, indicating a significant challenge ahead [6].