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
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: 425.300
Low
25.28
Averages
401.93
High
600.00
Current: 425.300
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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See More
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- Production and Delivery Metrics: In Q2 2026, Tesla produced over 450,000 vehicles and delivered over 480,000, indicating strong demand and sustained growth potential in the electric vehicle market.
- Energy Storage Deployment: The company deployed 13.5 GWh of energy storage products in the same quarter, further solidifying its market position in renewable energy solutions and driving diversified business growth.
- Earnings Release Schedule: Tesla plans to announce its Q2 financial results after market close on July 22, 2026, and will conduct a live Q&A session, enhancing investor interaction and transparency.
- Diverse Financial Performance: While vehicle deliveries and storage deployments are key performance indicators, Tesla emphasizes that quarterly financial results will also be influenced by average selling prices, cost of sales, and foreign exchange fluctuations, reflecting a comprehensive focus on financial health.
See More
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- Delivery Forecast: Gene Munster of Deepwater Asset Management predicts Tesla will deliver 420,000 vehicles in Q2, slightly above Wall Street's consensus of 406,000, indicating an improvement in underlying demand trends with an expected 9% year-over-year growth.
- Core Demand Growth: Adjusting for the absence of Model S and X deliveries last year, the 406,000 consensus implies an 8% year-over-year growth in Model 3 and Y deliveries, while Munster's estimate suggests this could rise to approximately 12%, marking Tesla's strongest underlying delivery growth since December 2023.
- Focus on Autonomy: Munster emphasizes that Full Self-Driving (FSD) adoption and the path to unsupervised autonomy are more critical than quarterly delivery numbers, noting that active FSD subscriptions reached 1.28 million in March, up 51% year-over-year.
- Market Sentiment Shift: On Stocktwits, retail sentiment around TSLA stock shifted from 'neutral' to 'bullish' in the past 24 hours, although some users expressed doubts about the upcoming delivery report, reflecting heightened market attention on Tesla's future performance.
See More
Tesla's China Sales Continue to Surge
- Significant Sales Growth: Tesla sold 89,091 China-made Model 3 and Model Y vehicles in June, representing a 24.4% increase year-over-year, indicating strong market demand and brand appeal.
- Quarterly Delivery Performance: In Q2, Tesla's total deliveries reached 480,126 units, up 25% year-on-year, surpassing Wall Street's expectations of 406,600 vehicles, demonstrating the company's sustained competitiveness in the global EV market.
- Increased Registrations in Europe: Vehicle registrations for Tesla surged across several European markets, with Denmark up 39%, Sweden up 56%, Spain up 5.6%, and France more than doubling, reflecting the brand's expansion potential in international markets.
- Market Sentiment Turns Positive: Retail sentiment on Stocktwits shifted from neutral to bullish for Tesla, with investors generally expecting the stock price to recover by next week, despite a current decline of about 5.6%.
See More
Dow Jones Index Sees Major Component Changes
- Dow Component Changes: Earlier this week, Verizon was removed and Alphabet added to the Dow Jones Industrial Average, marking the 54th adjustment since its inception in 1896, highlighting ongoing market dynamics.
- Nike's Challenges: Following the release of its fiscal Q4 results on June 30, Nike's shares fell below $40, making it the lowest-priced component in the Dow, reflecting its minimal influence amid fierce competition and sales weakness.
- Potential Replacements: Nike is expected to be replaced by either Tesla or Airbnb, with Tesla's electric vehicle segment directly linked to consumer spending and Airbnb connecting to the $11.6 trillion travel industry, enhancing the Dow's diversification.
- Long-Term Growth Potential: Tesla and Airbnb's share prices of $420.60 and $143.10, respectively, significantly exceed Nike's, and both have outperformed Nike in recent years, indicating potential growth opportunities for the Dow moving forward.
See More
Tesla Q2 Deliveries Surge 25% Year-Over-Year
- Significant Delivery Growth: Tesla delivered 480,126 vehicles in Q2 2026, marking a nearly 25% increase from 384,122 vehicles in the same period last year, reflecting strong market demand and brand appeal.
- Production Capacity Improvement: The company produced 451,758 vehicles in the quarter, up from 410,244 units a year ago, indicating substantial progress in production efficiency and capacity expansion.
- Strong Model Performance: Production of Model 3 and Model Y totaled 442,936 vehicles, with deliveries reaching 467,762 units, showcasing the sustained popularity of these models and further solidifying Tesla's market leadership.
- Energy Storage Deployment: Tesla deployed 13.5 gigawatt-hours of energy storage products during the quarter, highlighting the company's ongoing investment and strategic positioning in renewable energy solutions, enhancing its competitiveness in the energy market.
See More
Verizon Removed, Alphabet Added to Dow Jones Index
- Index Composition Change: Earlier this week, Verizon was removed from the Dow Jones Industrial Average while Alphabet was added, marking the 54th adjustment since the index's inception in 1896, indicating a growing preference for tech stocks in the market.
- Nike at Risk: With shares dipping below $40, Nike is the only Dow component priced under $113, and ongoing sales weakness coupled with strained relationships with wholesalers diminishes its influence within the index, making it a likely candidate for removal in the next 12 months.
- Potential Replacements: Analysts suggest that Tesla or Airbnb could logically replace Nike, as Tesla's electric vehicle segment directly connects to consumer spending, while Airbnb offers a direct link to the $11.6 trillion travel industry, enhancing the index's diversity.
- Long-Term Growth Potential: With share prices of $420.60 for Tesla and $143.10 for Airbnb, both outperform Nike in recent years, their inclusion in the Dow would provide long-term growth potential and a stronger market influence for the index.
See More
