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Tesla Stock Trips Over Deliveries
Wall Street kicked off 2026 by gathering around to squint at Tesla's Q4 deliveries. On January 2, Tesla reported it delivered 418,227 vehicles in Q4 2025 out of the 434,358 produced, and the stock fell about 2% in afternoon trading. When compared to Q4 2024, this year's production figures are a bit anemic, with total deliveries down 16% and total production down by 5.5%.
The headline wasn’t just that cars disappeared, expectations did too. Tesla’s own investor-relations page showed a company-compiled sell-side consensus of 422,850 Q4 deliveries, so the actual result landed just short of that bar. In the finer print, Tesla said Model 3/Y deliveries were 406,585 (down 14% YoY), and other models were 11,642 - a 50% decline in deliveries compared to the 23,640 in Q4 2024. The decline in sales is a result of more competition in the EV market this time around. The report wasn't all bad news. Tesla said it deployed 14.2 GWh of energy storage products in Q4 - marking a 29% YoY growth for Tesla's energy storage division, and a new record for the company. Tesla's energy storage products made $3.4 billion in revenue in Q4 alone, which accounted for 12% of the company's total revenue. That's a lot of juice. Overall investor confidence seems to remain high, thanks to Tesla’s future efforts like Optimus, Robotaxi, and “physical AI”. Tesla said it will report Q4 2025 financial results after market close on January 28, 2026, followed by a live Q&A webcast that evening. Until then, investors get to do what they do best — model the margins, debate the mix, and pretend a “record” energy deployment line item isn’t quietly stealing the show. SPONSORED CONTENT
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* Financial Data Delayed
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