Analysts estimate Tesla EV deliveries of 422K in Q4 2025 which is -17% below the 495K deliveries from Q4 of last year.
Despite that $TSLA stock is up +20% for the year because investors believe that while its car sales are tanking, it’ll soon be making bank from robotaxis and household robots.
https://ir.tesla.com/press-release/delivery-consensus-fourth-quarter-2025