Tesla Strengthens Competitive Position in EV Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Delivery Decline: Tesla's EV deliveries fell by 8.6% in 2025 compared to 2024, primarily due to the Model Y refresh, yet it maintains a leading market position, indicating strengthened long-term competitiveness.
- Market Share Recovery: Although the Model Y's market share declined in the latter half of 2024, it rebounded quickly in Q2 2025 with the new Model Y launch, demonstrating Tesla's resilience and adaptability in market competition.
- Profitability Comparison: In stark contrast to Ford's Model e segment, which lost $3.6 billion in the first nine months of 2025, Tesla remains profitable and has the capacity to scale production, thereby reducing costs per vehicle and further solidifying its market position.
- Robotaxi Potential: CEO Elon Musk confirmed that safety drivers have been removed from some robotaxis in Austin, Texas, although monitored by safety vehicles, this advancement will enhance Tesla's revenue potential and may boost future subscription sales through its full self-driving software.
Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 401.93 USD with a low forecast of 25.28 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 435.200
Low
25.28
Averages
401.93
High
600.00
Current: 435.200
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.








