Tesla (TSLA) Stock: Two Years of Delivery Declines Raise Competitive Concerns

TLDR Tesla’s 2025 deliveries totaled 1.64 million vehicles, falling 8.6% year-over-year in the company’s second consecutive annual decline China’s BYD delivered over 2.2 million EVs in 2025, surpassing Tesla to become the world’s largest EV manufacturer Q4 deliveries dropped 16% to 418,227 units, coming in below both HSBC and consensus estimates The expiration of U.S. [...]

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