We saw some interesting developments in 2025 with respect to $Tesla Motors(TSLA)$ - some negative and few positive too:
(1) Loss of Global Lead: In 2025, Tesla officially lost its title, in a rather convincing way, as the world's top seller of battery-electric vehicles - and that surprisingly to China's BYD, which delivered 2.26 million BEVs compared to Tesla's 1.64 million. Will the tide turn in 2026? In theory it can but Tesla has some smart thinking ti do.
(2) Growth Outlook: Analysts are split on 2026. While some expect a recovery driven by FSD and a potential "Robotaxi" scale-up, others remain bearish due to aging vehicle models and the expiration of U.S. federal EV tax credits. So, unless trump feels uncharacteristically charitable to Musk and Tesla, this is unlikely to be easy.
(3) Earnings Catalyst: Tesla is scheduled to report its full Q4 2025 financial results on January 28, 2026, which will provide further clarity on the revenue impact of its FSD subscription model in China - this could be crucial in deciding the future. Let us wait for good news!
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