Tesla misses Q4 delivery estimates, shares rise
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Morgan Stanley on Tesla (TSLA): 'Deliveries Broadly In-Line, All Eyes on Robo'
January 2, 2026 12:59 PM ESTMorgan Stanley analyst Andrew Percoco reiterated an Equalweight rating and $425.00 price target on Tesla (NASDAQ: TSLA).
The analyst comments "Tesla delivered 418k vehicles in 4Q25 (-16% y/y), slightly missing sell-side consensus expectations (423k) by 1% but beat MSe (402k), and buy-side... More
Wedbush: 'TSLA 4Q25 Deliveries Better than Whisper Numbers; All Eyes on AI into 2026'
January 2, 2026 9:29 AM ESTWedbush analyst Daniel Ives reiterated an Underperform rating and $600.00 price target on Tesla (NASDAQ: TSLA).
The analyst comments "Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the companys consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the company navigates a more difficult demand environment following the end of the EV tax credit while Europe remains a headwind to its deliveries. The companys lower-priced Standard Model 3 and Standard Model Y, which was expected to be ~$25k and carried... More

