Group 1: Vehicle Deliveries - In the fourth quarter, Tesla's total vehicle deliveries were 418,227, representing a 15% decline from 495,570 vehicles delivered in the same period last year [1] - For the full year, Tesla delivered 1.64 million vehicles, which is an 8% decrease compared to the previous year, marking the second consecutive year of annual sales declines [2] - Tesla's fourth quarter delivery total fell short of Wall Street forecasts, which were just under 423,000 vehicles [1][2] Group 2: Market Reactions and Analyst Insights - Following the delivery report, Tesla's stock rose about 1% early Friday, and it increased by 2% before the bell on the same day [1][2] - Some analysts speculated that Tesla's release of estimates was a strategy to mitigate the impact of a poor delivery report [3] - Despite the smaller-than-expected fleet size, the narrative around Tesla's robotaxi remains strong, according to Deutsche Bank analyst Edison Yu [5] Group 3: Sales Performance and Future Outlook - Cox Automotive's Kelley Blue Book estimated that Tesla's US sales fell to 125,900 units in the fourth quarter, a decline of 22.4% [4] - Analysts are optimistic about Tesla's future, with Wedbush analyst Dan Ives naming Tesla as one of his top AI plays for 2026, highlighting the potential of full self-driving and autonomous penetration [6][7] - The upcoming year is viewed as significant for Tesla, with expectations of an AI-driven valuation increase over the next 6-9 months [7]

RT Robert Scoble (@Scobleizer)Just had my first @tesla Robotaxi rides. Thanks to @teslaownersSV for getting me an invite.Tried to record in my Vision Pro but that quickly stopped working because its sensors get confused at night in a moving vehicle.But learned a lot from the driver. Yes a human was still in control of the vehicle, sitting in the driver seat with his hands close to the wheel and could take over at any time by stepping on the brake.He isn’t a safety driver. He is an AI engineer who works for ...