Tesla Deliveries Plunged 16% in Q4. What That Means for TSLA Stock in the New Year.

Tesla (TSLA) just reported Q4 2025 deliveries of 418,227 vehicles. This means a 16% year-over-year (YoY) drop against Q4 2024's 495,570 vehicle deliveries, at a time when bears and value investors have been up in arms about the premium you're paying for the stock. Tesla's electric vehicle segment has been in a lull for multiple quarters now, and even successive interest rate cuts by the Federal Reserve have yet to have a substantial impact. Both delivery, growth, and margin figures have either stalled or ...