Tesla publishes downbeat sales estimates by sell-side analysts
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The news: Tesla has published a list of deliveries estimates by sell-side analysts for Q4 2025 and beyond.
The unusual move showed lower-than-expected sales for the three months to December.
The numbers: The estimates show analysts on average expect Elon Musk's electric vehicle company to deliver 422,850 cars in the fourth quarter, down 15% year on year.
It means Tesla is facing its second straight drop in annual vehicle sales, with analysts forecasting 1.6 million deliveries, down more than 8% from a year earlier.
The estimates were provided by 20 sell-side analysts comprising Daiwa, DB, Wedbush, OpCo, Canaccord, Baird, Wolfe, Exane, GS, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham & Co, HSBC, Cantor Fitzgerald, and William Blair.
The sources: Bloomberg, Tesla media release
