Tesla’s Q4 deliveries were “better than feared,” according to analyst Dan Ives. Despite falling short of internal targets, the numbers were close to Wall Street’s expectations. The loss of the U.S. tax credit and European challenges have impacted deliveries, but Tesla remains stable overall.

In 2025, Tesla delivered 418,227 vehicles in Q4, slightly below expectations. Production totaled 434,358 vehicles, missing estimates. Full-year deliveries reached 1,636,129 vehicles. Energy storage saw record deployment. Analyst Dan Ives remains positive about Tesla’s future, emphasizing AI and autonomy.

Tesla faces challenges in delivery growth post-tax credit loss. However, with deliveries meeting expectations, the company enters 2026 in a strong position. Analysts have varying price targets for Tesla, with some concerns over valuation. Tesla stock is trading near $438 after recent reports.

Tesla’s 2025 delivery story had ups and downs, with Q3 being the best quarter. Competition, especially from Chinese EV companies like BYD, poses challenges. Despite setbacks, Tesla remains a key player in the EV market. Analysts have mixed views on Tesla’s future, with varied price targets.

Read more at Yahoo Finance: Veteran analyst delivers blunt 3-word take on Tesla after report