Tuesday, January 20, 2026 8:23:25 PM
Tesla's Already Off To A Bad Year... Expect That To Continue
https://seekingalpha.com/article/4858818-tesla-already-off-to-a-bad-year-expect-that-to-continue
Summary:
Tesla, Inc. faces severe headwinds, with declining production, deliveries, and market share both in the US and Europe.
TSLA's Q4 2025 production fell 5.5% YoY, deliveries dropped 15.6%, and full-year volumes declined despite overall EV market growth.
Competitive pressures, eroding margins, and negative public perception—especially around Elon Musk—are accelerating TSLA's market share collapse.
With analysts forecasting revenue and profit declines for Q4 and no near-term catalysts, I reiterate a strong sell rating on TSLA.
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https://seekingalpha.com/article/4858818-tesla-already-off-to-a-bad-year-expect-that-to-continue
Summary:
Tesla, Inc. faces severe headwinds, with declining production, deliveries, and market share both in the US and Europe.
TSLA's Q4 2025 production fell 5.5% YoY, deliveries dropped 15.6%, and full-year volumes declined despite overall EV market growth.
Competitive pressures, eroding margins, and negative public perception—especially around Elon Musk—are accelerating TSLA's market share collapse.
With analysts forecasting revenue and profit declines for Q4 and no near-term catalysts, I reiterate a strong sell rating on TSLA.
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Bearish
Fortes Fortuna Juvat
