Tesla Receives Positive Update in Europe: Is the EV Leader Regaining Its Momentum?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 24 2025
0mins
Should l Buy TSLA?
Source: Benzinga
Recent Sales Trends: Tesla has seen a 25.3% week-over-week increase in vehicle registrations in Europe during the week of September 15-21, 2025, marking a positive turnaround after months of declining demand.
Quarterly Performance Outlook: Despite a year-to-date sales decline of around 20% in Europe, the rebound in the third quarter could indicate a stronger finish for Tesla, with predictions of improved deliveries in both Europe and China.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 408.580
Low
25.28
Averages
401.93
High
600.00
Current: 408.580
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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- Sales Expectations vs. Reality: While Musk previously predicted annual Cybertruck sales could reach 500,000 units, actual sales in 2025 were only 50,850 units, indicating market acceptance is lower than expected, which may affect future production plans.
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- Financial Losses: Despite significant year-over-year increases in production and revenue in Q4 2025, Lucid fell short of analyst expectations, reporting a loss of $3.08 per share for the quarter and over $12 for the year, highlighting severe financial challenges.
- Market Competition: Lucid aims to produce 27,000 EVs in 2026, but this figure pales in comparison to Tesla's 1.65 million vehicles produced in 2025, underscoring its limited competitiveness in the electric vehicle market.
- Liquidity Risk: While Lucid has $4.6 billion in liquidity, this may not be sufficient to transform the company into a sustainably profitable entity given its ongoing losses, raising concerns about potential bankruptcy risks for investors.
See More
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- Financial Losses: While Lucid's production and revenue surged year-over-year in Q4 2025, it still fell short of analyst expectations, reporting a loss of $3.08 per share and over $12 for the year, highlighting ongoing financial strain.
- Market Competition: Lucid aims to produce 27,000 EVs in 2026, but this figure pales in comparison to Tesla's 1.65 million vehicles produced in 2025, underscoring its disadvantage in a fiercely competitive EV market.
- Investment Risks: With $4.6 billion in liquidity, Lucid remains a risky investment, as only the most aggressive investors should consider it; if the company were to face bankruptcy, its stock could potentially drop to zero, posing significant risks.
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- Technological Investment Outlook: Rivian is actively investing in self-driving technology and artificial intelligence, and while it currently lags behind Tesla and major tech firms in financial capacity, its future technological advancements could enhance its competitive position.
- 2026 Growth Expectations: Rivian is expected to launch its first mass-market vehicle, the R2, in 2026, with analysts projecting a conservative 6% sales growth, which seems understated given Tesla's success with affordable models, suggesting Rivian could experience significant growth.
- Market Potential is Huge: With the R2's release, Rivian is poised to break its current growth stagnation, and the market is optimistic about its future growth potential, especially in the increasingly competitive electric vehicle landscape.
See More
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- Significant Valuation Gap: Rivian's price-to-sales ratio stands at just 2.9 times, compared to Tesla's 15.8 times and Lucid's 3.3 times, indicating that its stock is relatively cheap in the electric vehicle market, although this low valuation is somewhat justified.
- Future Growth Potential: Rivian is expected to launch its first mass-market vehicle, the R2, in 2026, which could significantly boost its sales growth rate, even though analysts currently project only a 6% sales growth for 2026, a prediction that seems conservative.
- Technological Investment Disadvantage: While Rivian is making strides in self-driving technology and AI, it lags behind Tesla in financial and technological capabilities, placing it at a disadvantage in the lucrative robotaxi market, which could be worth $5 trillion to $10 trillion.
- Market Competition Landscape: Tesla's strong brand recognition and manufacturing capabilities allow it to invest billions annually in growth opportunities, posing greater challenges for Rivian in terms of market share and technological innovation.
See More
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- Position Change: Following this transaction, Check Point comprised only 1.0% of Sphera's AUM, and the complete exit suggests a loss of confidence in the stock, likely due to increasing competition in the cybersecurity sector and uncertainties brought by AI.
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