Tesla's 2025 Deliveries Decline 9% as BYD Surpasses with 2.2M Sales
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 11h ago
0mins
Source: Fool
- Sales Comparison: BYD sold over 2.2 million full-electric vehicles in 2025, marking a 28% increase, while Tesla's deliveries fell to 1.6 million, a 9% decline, highlighting BYD's strong competitive position in the global EV market.
- International Market Performance: BYD's overseas sales surpassed 1 million vehicles for the first time, up 150% year-over-year, indicating robust expansion in international markets despite significant competition and oversupply challenges in China.
- Challenges for Tesla: Tesla faces multiple headwinds, including political distractions, lawsuits over its Full-Self Driving technology, and an aging product lineup, with expectations of several tough quarters through mid-2026 that could impact its market performance.
- Market Valuation: Despite these challenges, Tesla's market capitalization remains at $1.5 trillion with a price-to-earnings ratio of 314, significantly exceeding the combined market caps of Ford and General Motors, reflecting investor confidence in its future potential.
Analyst Views on BYD
Wall Street analysts forecast BYD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BYD is 91.11 USD with a low forecast of 85.00 USD and a high forecast of 100.00 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.
9 Analyst Rating
4 Buy
5 Hold
0 Sell
Moderate Buy
Current: 88.330
Low
85.00
Averages
91.11
High
100.00
Current: 88.330
Low
85.00
Averages
91.11
High
100.00
About BYD
Boyd Gaming Corporation is a gaming company. It operates over 28 gaming entertainment properties in 10 states, manager of a tribal casino in northern California, and owner and operator of Boyd Interactive, a B2B and B2C online casino gaming business. Its segments include Las Vegas Locals, Downtown Las Vegas, Midwest & South, and Online. The Las Vegas Locals segment consists of eight casinos in the Las Vegas metropolitan area. The Downtown Las Vegas segment consists of three properties: California Hotel and Casino, Fremont Hotel & Casino, and Main Street Station Hotel and Casino. Its Midwest & South properties consist of five land-based casinos, five dockside riverboat casinos, three racinos and four barge-based casinos that operate in nine states, predominantly in the Midwest and southern United States. The Online segment includes its online gaming operations through collaborative arrangements with third parties throughout the United States and the operations of Boyd Interactive.
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.
