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 rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 343.250
Low
25.28
Averages
401.93
High
600.00
Current: 343.250
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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- Inventory Build-Up Issue: The company produced over 408,000 vehicles in Q1, exceeding deliveries by about 50,000 units, which raises concerns about liquidity and may impact Tesla's ability to invest in capital-intensive projects.
- Decline in Energy Storage Business: Energy storage deployments plummeted 38% to 8.8 GWh in Q1, down from 14.2 GWh in the prior quarter, weakening a critical pillar of support for the company's overall growth narrative and potentially affecting investor confidence.
- Capital Expenditure Pressure: Tesla forecasts capital expenditures to exceed $20 billion this year; while the company is making significant investments in AI and robotics, the weak demand in its core automotive business could lead to insufficient future cash flow, increasing financial risk.
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- Delivery and Production Gap: Tesla delivered 358,023 vehicles in Q1, missing the analyst expectation of 370,000 units and marking a 14.4% drop from 418,227 units in the previous quarter, indicating weak demand in the EV market that could hinder future sales growth.
- Inventory Build-Up Issue: The company produced over 408,000 vehicles in Q1, exceeding deliveries by about 50,000 units, which raises concerns about liquidity and may impact Tesla's ability to invest in capital-intensive projects.
- Decline in Energy Storage Business: Energy storage deployments plummeted 38% to 8.8 GWh in Q1, down from 14.2 GWh in the prior quarter, weakening a critical pillar of support for the company's overall growth narrative and potentially affecting investor confidence.
- Capital Expenditure Pressure: Tesla forecasts capital expenditures to exceed $20 billion this year; while the company is making significant investments in AI and robotics, the weak demand in its core automotive business could lead to insufficient future cash flow, increasing financial risk.
See More
ARK Invest Increases Tesla Holdings Amid Stock Pullback
- Increased Tesla Holdings: ARK Invest purchased 79,845 shares of Tesla this week for approximately $27.8 million, demonstrating confidence during the stock's pullback, even as Tesla's shares hit a seven-month low, negatively impacting ARKK's overall performance.
- Production Plan Shift: CEO Elon Musk announced that only a few hundred Model S and Model X vehicles remain in inventory, with plans to cease production of these models next quarter and repurpose the Fremont factory for the Optimus humanoid robot, marking a significant strategic shift for the company.
- Delivery Data Insights: Tesla delivered about 16,130 vehicles in the “other models” category in Q1, while Model 3 and Model Y deliveries totaled 341,893, indicating strong performance in high-demand models, yet the overall delivery figures could not offset the stock price decline.
- Market Sentiment and Risks: While ARK continues to accumulate shares, JPMorgan reiterated its 'Underweight' rating, warning of a potential 60% downside for the stock and lowering its 2026 EPS forecast to $1.8, reflecting uncertainties around demand and inventory levels.
See More
Retail Investors Cut ETF Holdings Amid Market Rally Concerns
- Shift in Retail Behavior: Retail investors opted to cut risk during Wednesday's market rebound, with ETF outflows reaching their highest levels in a year, indicating a significant departure from the previous 'buying the dip' strategy, which could impact future market stability.
- Market Rally Overview: The Dow Jones Industrial Average surged over 1,300 points, up 2.9%, marking its best single-day performance since April 2025; however, the negative retail flows suggest underlying market confidence may be fragile.
- Sector Flow Analysis: Negative flows were observed across nearly all sectors, with heavy selling in energy and industrial stocks like Exxon Mobil, Chevron, and Occidental Petroleum, reflecting declining confidence among retail investors in these areas.
- Tech Stocks Resilience: Despite the overall market downturn, retail investors showed modest buying interest in large-cap technology stocks such as Tesla, Nvidia, Microsoft, and Meta Platforms, indicating a relative confidence in the tech sector.
See More
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- Partnership Expansion: Google has deepened its long-standing partnership with Intel by committing to use multiple generations of Xeon 6 processors for its AI data centers, which is expected to significantly enhance the efficiency of AI training and inference, thereby bolstering Google's competitive edge in the AI sector.
- Technological Advantage: The agreement leverages Intel's advanced 18A manufacturing process to address the 'CPU bottleneck' in complex workloads, marking Google's ongoing investment in AI infrastructure that could drive an increase in its market share.
- Domestic Manufacturing Strategy: Intel's Arizona facility has begun producing Xeon 6, securing a high-volume internal customer while courting external giants like Tesla for custom silicon projects, further solidifying its domestic manufacturing capabilities.
- Market Reaction: As the collaboration between Google and Intel deepens, Intel's stock price rose by 2.83%, reflecting market optimism regarding its future growth potential, which may attract more investors to its technological innovations and market strategies.
See More
Google Expands Partnership with Intel for AI Chips
- Partnership Expansion: Google has committed to using multiple generations of Intel's Xeon 6 processors in its AI data centers, further solidifying a partnership that dates back nearly three decades, which is expected to enhance Google's computational capabilities in AI.
- Market Competition: The Intel Xeon 6 processors will support AI training and inference workloads, potentially giving Intel a stronger competitive position in the AI market dominated by Nvidia, addressing the growing demands for performance and efficiency.
- Technological Innovation: Google and Intel are also collaborating on the Infrastructure Processing Unit (IPU), designed to offload tasks from the main CPU, optimizing networking, storage, and security functions in data centers, thereby improving overall computational efficiency.
- Future Outlook: Despite facing challenges in keeping pace with technology trends, Intel's latest Xeon processors, manufactured using its advanced 18A technology at a new Arizona facility, demonstrate its ongoing investment and potential in high-end chip manufacturing.
See More
Google Expands Partnership with Intel for AI Data Centers
- Partnership Expansion: Google has committed to using multiple generations of Intel processors in its AI data centers, further solidifying a nearly three-decade partnership, indicating Google's trust and reliance on Intel in the AI domain.
- New Technology Application: Intel's latest Xeon 6 CPUs will be utilized for AI training and inference workloads, potentially strengthening Intel's position in the competitive AI market, especially against Nvidia's dominance.
- Performance Demand Fulfillment: Google's Chief Technologist for AI Infrastructure, Amin Vahdat, stated that Intel's Xeon roadmap boosts confidence in meeting the growing performance and efficiency demands, showcasing the depth of collaboration between the two companies.
- New Chip Development: Google and Intel are also collaborating on the Infrastructure Processing Unit (IPU), designed to offload tasks from the main CPU, optimizing resource utilization in data centers and enhancing their technological innovation capabilities in AI infrastructure.
See More
