As we have all seen, there are a ton of headlines about Tesla's (TSLA) declining sales numbers, and it's honestly a bit overwhelming. Here's a quick breakdown of what I gathered:
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Europe sales are reportedly down by 45%
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China sales have decreased by either 49% or 29%
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Australia sales are down by 65.5%
^^ keep in mind there are a ton of articles and headlines on this, I picked from a few ^^
With all these headlines, it's tough to figure out what timeframes they're talking about. Is it one day, one week, three months? Who knows?
Amidst all this noise, I decided to dig deeper into what we should actually expect. While analysts' projections aren't great, they don't seem as grim as the headlines suggest.
Global Tesla Sales (Q1):
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2024 Actual: 386,810 units
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2025 Initial Projections: 412,000 units (median of 398K-426K range, which would've been a 6.5% increase)
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2025 Current Projections: 377,000 units (a 2.5% decrease from Q1 2024)
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Projection Change: Initial to current projections dropped by 8.5%
USA Sales Breakdown (Q1):
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2024 Actual: 140,187 vehicles
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2025 Current Projection: 138,867 vehicles
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Change: Only a 0.9% decrease in the US market
These numbers don't look great, especially for a company like Tesla that's all about growth. But we're still talking about single-digit declines quarter-over-quarter, assuming the analysts are somewhat correct.
I wanted to understand what the Q1 report might reveal because, going by the headlines, it seemed like it would be terrible. But after digging in, it doesn't seem as bad as it feels. Is it just me?
What do you all think? Could the market react less harshly on Q1 review day than the news is making it out to be?
Videos
Press Release: https://ir.tesla.com/press-release/tesla-first-quarter-2025-production-deliveries-and-deployments
Say Q&A: https://app.saytechnologies.com/tesla-2025-q1
Event info copy-pasted from their site:
What: Tesla Q1 2025 Financial Results and Company Update Webcast
When: Tuesday, April 22, 2025
Time: 4:30 p.m. Central Time / 5:30 p.m. Eastern Time
Q1 2025 Update: https://ir.tesla.com
Webcast: https://ir.tesla.com (live and replay)
In light of ARK's recent price predictions for TSLA I thought I would post this as a reference to some of their prior predictions for TSLA.
ARK’s Price Target for Tesla in 2025 is $3,000 Per Share (ark-invest.com)
In 2021 ARK posted the above article. They predicted that TSLA would hit $1,400 in 2024. Adjusted for splits that would be $466. Actual value today $184.
They continue to predict that by 2025 the stock would hit $3,000. Adjusted for splits that is $1,000. Their worst case scenario for 2025 is $1,500 or $500 adjusted for splits. TSLA would need to almost 3x in the next 6 months to hit their bear case and approx 6x to hit their prediction.
Is it the right time to buy TSLA now or will the price decrease before January 2025?
Will we reach 480 this month? If No, what is the price prediction
Im an investor in TSLA for 6 years, and i finally made my stock prediction based on math and my own predictions/assumptions.
Please review it and give kind feedback.
N
Just looking to get a range of opinions as I’ve been doing a lot of research today. I bought my stocks back in 2020 and I am up substantially. After reading some articles today, I’m considering selling because I’m very concerned about the future of the stock. Even if the stock were to decrease heavily, I would most likely still be up, but I’m worried that the stock will not go back as high as it is at the moment because it seems overinflated and I would get the best value as this is the highest the stock has ever gone. What are your thoughts? Would you hold or sell?
Teslas sales are falling month on month around the world. Their forecast for this year is 1.8m cars but my research points to sales of about half that figure just 850k cars.
I'm looking for research on sales figures and your judged number of sales for the next 12 months.
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Tesla recently hit new 2025 closing highs around $434 and despite some recent consolidation, continues trading well above key support levels around $420. While we're still below the December 2024 all-time high of $479.86, the current momentum suggests Tesla could challenge those levels before year end. The technical structure remains intact with the stock holding above all key moving averages, and the options market is showing classic squeeze dynamics with front-end volatility exceeding 250% while longer-term options stay around 60%. This volatility skew typically signals urgency rather than disbelief from institutional players.
The fundamental backdrop continues strengthening with recent reports showing Elon adding substantial positions and government support flowing into EV infrastructure. Meanwhile, Musk's xAI continues securing government contracts, which validates Tesla's expanding AI ecosystem beyond just vehicles. With Tesla advocating for aggressive EV adoption targets while legacy automakers like GM and Ford struggle to keep pace, the competitive moat only widens. The recent strength feels like Tesla positioning for another major leg higher into year end.