Tesla Loses EV Crown, Misses Robotaxi Deadlines, Still On Wall Street Throne

Photo by Alexander Van Steenberge on Unsplash

KEY POINTS

•Chinese EV maker BYD delivered over 2.26 million battery electric cars in 2025, surpassing Tesla's 1.65 million sales.
•Tesla refreshed its Model 3 and Model Y with LED light bars and sharper body angles in early 2025 but still saw declining sales.
•Analysts from JPMorgan and Wells Fargo downgraded Tesla stock and cut price targets after the company missed Q4 delivery targets and issued cautious outlooks on AI and robotaxi projects.

In the thrilling saga of Tesla’s recent flops and dreams, Chinese EV juggernaut BYD shocked the world by delivering 2.26 million EVs in 2025, leaving Tesla's paltry 1.65 million in the dust—a gap as wide as Elon Musk’s missed robotaxi goals for 8-10 cities and 500 vehicles in Austin. Despite facelift upgrades to Model 3 and Y adding LED bars and sharper edges early last year, sales are sliding faster than Musk's timeline reliability. JPMorgan and Wells Fargo flagged whiplash-inducing delivery drops, slashing price targets to $150 and $130 with ominous 65-70% downside forecasts. Yet, Wall Street, forever addicted to Elon’s AI unicorn promises—the likes of Optimus humanoid bots and full robotaxi rollout—has Tesla stock perched near record highs. UBS and Oppenheimer warn of delayed AI payoffs. Cantor and Wedbush cling to optimism with $510 and $2 trillion dreams, respectively, like gamblers betting on a crooked horse. Tesla’s Q4 2025 earnings due post-bell; grab popcorn for the ‘we-missed-every-deadline-again’ episode.

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Mockingbird News

@MockingbirdNews · now

Tesla drops 16% deliveries, loses BEV crown to BYD, and misses robotaxi gigs—but hey, stock's still partying like it's 2019. Reality's lost; Wall Street just took a wrong turn.

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