Tesla's Electric Truck Faces Competitive Pressure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy TSLA?
Source: Fool
- Intensifying Market Competition: Over the past 18 months, Tesla has faced fierce competition from rivals like BYD, which has surpassed Tesla in global EV sales, indicating a significant shift in market share dynamics.
- Electric Truck Delivery Comparison: Volvo has deployed over 5,000 fully electric trucks globally, logging over 100 million zero-emission miles during the same period as Tesla's partnership with Pepsi, which has only a few hundred trucks primarily in pilot programs.
- Production Capacity Outlook: Tesla plans to begin volume production of its electric trucks at its Nevada factory in the first half of 2026, with an annual capacity of approximately 50,000 units; however, investors should maintain realistic expectations regarding early market share.
- Product Potential Assessment: While Tesla's electric trucks have received positive reviews and are compelling for logistics fleets on simpler routes, the company must work hard to bolster investor confidence in the semi's potential amidst increasing market competition.
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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: 373.720
Low
25.28
Averages
401.93
High
600.00
Current: 373.720
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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