Tesla's weak prospects disappoint the public, analysts argue: it's mostly the "Osborne effect" at play.

Tesla announced fourth-quarter earnings that fell short of expectations, while also warning that delivery growth in 2024 may be significantly lower than in 2023. Gene Munster and Brian Barker from Deepwater Asset Management pointed out that the slowdown in Tesla's sales growth this year could be attributed to the "Osborne effect." They stated that Tesla has revealed plans to launch a more affordable new model, which justifies the downward adjustment in growth expectations for 2024. Although Tesla's outlook did not include more details, Munster believes that Tesla's growth story will resume in the second half of 2025. Currently, the market generally expects Tesla's revenue in 2024 to be $110.5 billion, with earnings per share of $3.26.