<div id="readability-page-1"><p>Tesla (TSLA) is set to report its fourth-quarter delivery numbers, a closely watched metric on Wall Street. While deliveries are expected to decline, investors appear more focused on Tesla's long-term growth narrative, including the potential of its robotaxi business.</p><h3>Claim 70% Off TipRanks This Holiday Season</h3><ul><li>Unlock  hedge fund-level data  and  powerful investing tools  for smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  and maximize your portfolio's potential</li></ul> <p>In mid-December, TSLA stock hit $498.83, with investors hoping for $500 before year-end. However, the shares fell, ending the year on a six-day losing streak, dropping about 8% in the last five trading days. Overall, TSLA stock gained 18% in 2025.</p> <h2><strong>Tesla Q4 Deliveries Will Disappoint</strong></h2> <p>Analysts expect Tesla to deliver around 422,850 vehicles, according to a consensus of 20 brokers compiled by the company. FactSet's consensus is slightly higher, at about 440,000 vehicles, though earlier estimates were closer to 460,000. Meanwhile, UBS analyst Joseph Spak lowered his Tesla Q4 delivery estimate from 429,000 to 415,000 vehicles.</p> <p>For context, Tesla delivered about 497,000 cars in Q3 2025 and 496,000 cars in Q4 2024.</p> <p>The expected decline is largely due to the end of the federal EV tax credit in September, which was worth up to $7,500. This made EVs more expensive and caused a rush of purchases in the third quarter, helping Tesla set a new delivery record of 497,099 vehicles.</p> <h2><strong>Tesla Stock May Still Hold Its Ground</strong></h2> <p>Even if Tesla's Q4 deliveries come in below expectations, the stock may still hold steady. Investors are already bracing for a decline, so the news likely won't come as a surprise. Many focus on Tesla's long-term growth potential, including new vehicle models, its energy business, robotaxis, and the upcoming humanoid robot, rather than short-term delivery swings.</p> <p>Notably, four-star-rated analyst George Gianarikas at Canaccord Genuity noted that the ongoing reset in the U.S. EV market is creating a foundation for healthier, long-term demand. He added that accelerating EV adoption in emerging markets could drive Tesla's growth for years beyond its U.S. business. Gianarikas has a Buy rating on TSLA with a $551 price target.</p> <h2><strong>Is Tesla a Buy, Sell, or Hold?</strong></h2> <p>According to TipRanks, TSLA stock has received a Hold consensus rating, with 13 Buys, 11 Holds, and nine Sells assigned in the last three months. The average Tesla stock price target is $394.07, suggesting a potential downside of 12.4% from the current level.</p></div>

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<p>Tesla is expected to report a decline in Q4 deliveries, with estimates around 422,850 to 440,000 vehicles, down from 497,000 in Q3 2025. Despite this, investors remain focused on Tesla's long-term growth potential, including its robotaxi business. TSLA stock, which fell 8% recently, has a Hold consensus rating with a price target averaging $394.07, indicating a potential downside. Analyst George Gianarikas maintains a Buy rating with a $551 target, emphasizing the long-term demand outlook in the EV market.</p>

- Tesla is anticipated to report a fourth-quarter delivery of approximately 422,850 vehicles, down from earlier estimates due to the end of the federal EV tax credit.  
- Despite the expected decline and a recent stock drop, investors remain focused on Tesla's long-term growth potential, including its robotaxi business and new vehicle models.  
- TSLA has a Hold consensus rating among analysts, indicating a mixed outlook on its stock performance moving forward.

Tesla Stock Forecast: Why Investors May Shrug Off Weak Q4 Deliveries