Tesla Shares Steady Despite Lower Delivery Forecasts for Q4 2025
Dec 30, 2025
Tesla's stock has stayed higher throughout 2025, even as the company faces new short-term challenges. The stock rose recently, with investors looking past lower delivery estimates for the fourth quarter.
Tesla published analyst expectations showing it may deliver 422,850 vehicles in Q4 2025, marking a 15% decline compared to 2024. This forecast is lower than previous Wall Street estimates and comes ahead of the official delivery report due in early January.
Some analysts have trimmed their growth expectations for Tesla, leading to a cautious outlook for the company's near-term performance. Despite this, investment firm Baird kept its price target for Tesla shares at $548, highlighting upcoming developments they believe could influence the company's future results.
Why is Tesla's Q4 2025 delivery forecast important?
The delivery forecast shows how many vehicles Tesla expects to deliver, which helps investors gauge the company's sales strength and growth.
Why did analysts lower their growth expectations for Tesla?
Analysts trimmed their expectations because Tesla predicted fewer vehicle deliveries, signaling possible slower growth in the short term.
What does Baird's $548 price target mean?
Baird believes Tesla shares could reach $548, based on potential upcoming events and changes that might benefit the company in the next two years.
Sources
$1,000 invested in Tesla stock at the start of 2025 returned
Tesla is heading into the final trading days of 2025 with its stock still firmly higher on the year, despite renewed short-term pressure.
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Tesla stock was rising despite the company saying analysts expect the company to deliver 422,850 vehicles in the fourth quarter, which would mark a 15% decline from 2024 levels.
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The Elon Musk-owned electric vehicle maker said analysts on average expect it to deliver 422,850 cars in the fourth quarter – a 15% drop from the same period last year.
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Tesla is due to report fourth-quarter deliveries on Friday. A company-compiled consensus of 20 brokers predicts deliveries of 422,850 vehicles, down from about 496,000 in the fourth quarter of 2024.
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