Tesla surprised markets by posting its own Wall Street consensus for Q4 and full-year deliveries on its investor relations site — an uncommon move that has analysts and investors scrutinizing the EV maker ahead of its official report. Key figures from Tesla’s self-compiled estimates: - Q4 deliveries: 422,850 vehicles globally, a 15% decline year-over-year. - Bloomberg’s compiled estimate: about 445,000 vehicles (roughly a 10% year-over-year drop). - Tesla’s reported median estimate: 420,399. - Full-year deliveries: 1,640,752 vehicles, down 8% from 2024 and marking a second consecutive year of sales declines. Market reaction and context: - TSLA shares were little changed immediately after the preview, but have fallen about 5.5% over the past five trading days. - Despite the delivery headwinds, Tesla stock is trading near record levels in the closing days of 2025, having rallied roughly 28% from November lows. That rally and the company’s recent developments have prompted several Wall Street firms to issue bullish 2026 forecasts. Analyst takeaways and implications: - Some analysts read Tesla’s pre-release of consensus figures as an effort to soften the blow of a weaker-than-expected delivery report. - The softer deliveries raise the risk of a disappointing earnings print that could pressure the stock despite recent gains. - Divergent analyst views persist: Morgan Stanley’s Andrew Percoco recently downgraded Tesla to Equal-weight from Overweight, while price targets range widely — Wedbush sits at the high end with $600, and Piper Sandler and Cantor Fitzgerald are nearer $500. Why crypto traders might care: - Tesla and CEO Elon Musk are high-profile influencers in broader risk-asset sentiment, so material weakness in Tesla’s outlook can ripple into equities and crypto markets alike. Market participants tracking cross-asset flows will be watching how investors price the delivery data into risk assets heading into 2026. Also read: TRON Defies Market Trend: Turns Green Amid Crash. Read more AI-generated news on: undefined/news

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