On January 2, EST, Tesla will release delivery data for the fourth quarter of 2025. According to Bloomberg data, Tesla is expected to deliver around 449,900 vehicles in the fourth quarter, a year-on-year decrease of 11%. This means that Tesla's sales volume in the second half of 2025 will be lower than the same period in 2024. Also, according to analysts' forecast data released by Tesla, its sales forecast is even more pessimistic. Tesla is expected to deliver 422,850 vehicles in the fourth quarter of 2025, a decrease of 15% over the previous year. In terms of delivery volume for the full year of 2025, this figure is expected to be 1.64,800 vehicles, down nearly 8% from 1.789 million vehicles in 2024. If this forecast comes true, Tesla will experience a second consecutive year of decline in annual deliveries, and the decline will expand significantly. In 2024, Tesla delivered a total of 1.7892 million vehicles, a slight decrease of 1.07% over the previous year. This is the first decline in Tesla's annual car deliveries in more than ten years. In response, Tesla clearly stated that it “does not endorse any information, suggestions, or conclusions from analysts” and only objectively presents aggregated data. Some analysts pointed out that Tesla's weak sales in the fourth quarter of 2025 was mainly due to the US federal electric vehicle tax credit policy that expired in September. Previously, the policy could provide car buyers with discounts of up to 7,500 US dollars. The rush to buy before the credit expires drove a surge in sales in the third quarter, but it also overdrew demand in the fourth quarter. Also, according to data compiled by Bloomberg, Wall Street analysts' expectations for Tesla's delivery in 2026 have been drastically lowered from over 3 million vehicles to about 1.8 million vehicles.

On January 2, EST, Tesla will release delivery data for the fourth quarter of 2025. According to Bloomberg data, Tesla is expected to deliver around 449,900 vehicles in the fourth quarter, a year-on-year decrease of 11%. This means that Tesla's sales volume in the second half of 2025 will be lower than the same period in 2024. Also, according to analysts' forecast data released by Tesla, its sales forecast is even more pessimistic. Tesla is expected to deliver 422,850 vehicles in the fourth quarter of 2025, a decrease of 15% over the previous year. In terms of delivery volume for the full year of 2025, this figure is expected to be 1.64,800 vehicles, down nearly 8% from 1.789 million vehicles in 2024. If this forecast comes true, Tesla will experience a second consecutive year of decline in annual deliveries, and the decline will expand significantly. In 2024, Tesla delivered a total of 1.7892 million vehicles, a slight decrease of 1.07% over the previous year. This is the first decline in Tesla's annual car deliveries in more than ten years. In response, Tesla clearly stated that it “does not endorse any information, suggestions, or conclusions from analysts” and only objectively presents aggregated data. Some analysts pointed out that Tesla's weak sales in the fourth quarter of 2025 was mainly due to the US federal electric vehicle tax credit policy that expired in September. Previously, the policy could provide car buyers with discounts of up to 7,500 US dollars. The rush to buy before the credit expires drove a surge in sales in the third quarter, but it also overdrew demand in the fourth quarter. Also, according to data compiled by Bloomberg, Wall Street analysts' expectations for Tesla's delivery in 2026 have been drastically lowered from over 3 million vehicles to about 1.8 million vehicles.