Tesla Accidentally Sends Investors a Reminder They’re Losing Money
KEY POINTS
- •Tesla unexpectedly published public analyst sales estimates on December 30, predicting 422,850 Q4 2025 sales.
- •Sales are down 14.6% year-over-year, missing Wall Street’s 440,907 vehicle estimate and reflecting a tough US EV market post tax credit expiration.
- •Competition in China, political backlash in Europe, and cautious investor sentiment combine to threaten Tesla’s second annual sales decline.
In a move that confused exactly no one, Tesla dropped a press release on December 30, 2025, sharing analyst forecasts that estimate Q4 sales to hit 422,850 vehicles—down a spicy 14.6% from last year and shy of Bloomberg’s optimistic 440,907 number. Former investor Gary Black, who cashed out in May, called it 'highly unusual,' apparently because Musk’s genius usually involves bewildering silence, not spoilers. US EV sales dipped to a 3-year low after that beloved $7,500 federal tax credit evaporated in September. Europe wasn’t charmed either, losing nearly 30% in sales thanks to Musk’s political tweets and tough competition from bargain-priced Chinese EV startups. Tesla’s robotaxis hope isn’t quite enough to outrun a second consecutive annual drop, especially when full self-driving tech is still a wishful thinking party in China and Europe.
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Source: Businessinsider | Published: 12/31/2025 | Author: Tom Carter