Tesla(US:TSLA) Benzinga·2026-01-14 04:30Core Insights - Tesla's Model Y emerged as the best-selling EV in the U.S. for 2025, despite a 4% decline in sales compared to 2024 [2][4] - Total EV sales in the U.S. for 2025 were 1,275,714 units, reflecting a 2% decrease from 2024 [4] Tesla Sales Performance - Model Y sold over 92,460 units in Q4, with year-to-date (YTD) sales at 357,528 units [2] - Model 3 sold 37,260 units in Q4, a 35.7% decline from Q4 2024's 57,928 units, with YTD sales at 192,440, up 1.3% from last year [3] - Cybertruck sales were over 4,140 units in Q4, down 68.1% from last year's 12,991 units, with YTD sales at 20,237, a 48.1% decline from 2024 [6] Market Share and Competition - Tesla's EV market share in Q4 reached 58.9%, with total sales of 589,000 units [4] - General Motors sold over 150,000 EVs in 2025, marking a 48% year-over-year increase and capturing 13% of total EV sales in the U.S. [5] - Ford's F-150 Lightning sold 4,273 units in Q4, down 60.1% from Q4 2024, but it remained the best-selling EV pickup truck in 2025 [7] Other EV Manufacturers - Rivian sold 9,745 units in Q4, down 31.3% from Q4 2024, with YTD sales at 42,098, an 18.2% decline [8] - Lucid reported a 55.2% increase in Q4 sales, selling 4,330 vehicles, with YTD sales at 12,614, a 36.6% increase [9] New Product Launches - Tesla unveiled a 7-seater version of the Model Y SUV, available for an additional $2,500, and is considering expanding the model into Europe [10]