BYD Surpasses Tesla in Market Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12 hours ago
0mins
Should l Buy TSLA?
Source: NASDAQ.COM
- Sales Leadership: BYD sold over 2.25 million electric vehicles last year, surpassing Tesla's 1.63 million deliveries, indicating BYD's strong growth momentum in the EV market, despite Tesla's larger market capitalization.
- Intensifying Competition: BYD's sales continue to grow in both China and Europe, having outsold Tesla in Europe since mid-last year, highlighting its increasing competitiveness in the global EV market.
- Profit Pressure: Although BYD's revenue grew by 3.5% to $116 billion, its profits for 2025 fell by 19% year-over-year, reflecting the impact of price wars on profitability and the fierce competition within the industry.
- Future Outlook: Analysts expect BYD to achieve double-digit revenue and earnings growth over the next two years, with plans for international sales of 1.5 million units, showcasing its potential for global market expansion and keen insight into EV demand.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 371.750
Low
25.28
Averages
401.93
High
600.00
Current: 371.750
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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