Why Tesla's cheaper Model Y & Model 3 still may fall short for EV demand: Analyst

Market Trends & Challenges - Tesla faces challenges in recouping sales due to the loss of the EV tax credit, as even cheaper models are not as affordable as before with the credit [1] - There's a question of demand for Tesla vehicles, as the company has been losing market share in the EV market in the US, Europe, and China in 2025 [3] - Tesla's year-to-date market share is lower compared to the previous year [3] Product & Pricing Strategy - The cheaper Tesla model may require buyers to pay $2,000 more for a car that is not as good as previous models [2] - The less expensive Tesla model has fewer features and may not have the same quality as a standard Tesla vehicle, representing a trade-off [2] Investor Expectations - Investors were disappointed by the lack of unveiling of the Roadster or other new models [2]