Tesla Loses Global EV Sales Crown to BYD Amid Declining Deliveries
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 03 2026
0mins
Should l Buy TSLA?
Source: Benzinga
- Sales Decline: Tesla reported a 9% drop in electric vehicle deliveries in 2025, falling to 1.64 million units, reflecting the negative impact of intensified competition and the expiration of U.S. federal EV tax credits on demand.
- Increased Market Competition: In contrast, BYD achieved a 28% increase in EV sales, delivering 2.26 million vehicles in the same year, driven by aggressive international expansion, particularly in Europe, further eroding Tesla's market share.
- Shifting Leadership: Tesla's uninterrupted sales growth from 2011 to 2023 has been disrupted, facing mounting pressure from Chinese automakers, indicating a significant challenge to its long-held leadership position in the global EV market.
- Technological Challenges: Despite Tesla's ongoing investments in autonomous driving and AI, its core automotive business is losing momentum due to regulatory challenges, particularly in Europe where approval for its full self-driving technology has been difficult.
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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: 411.320
Low
25.28
Averages
401.93
High
600.00
Current: 411.320
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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