Tesla Misses 2025 Q2 Delivery Forecasts as EV Sales Drop 13% Year Over Year
Investing
Tesla stock has been all over the map across the last few years. It was on the rise in 2023 and 2024, but the stock has recently struggled. The 2025 quarter 1 earnings report was disappointing, showing declining EV sales. In the last handful of days, the stock has done well, rising over 6%. However, it remains down over 16% year to date. Additionally, it sits at roughly 34% below its all-time high, which occurred in the last quarter of 2024. With enhanced political turmoil surrounding Elon Musk in 2025, investors are playing it safe when it comes to this company.
Current Tesla debate surrounds the Robotaxi. Several experts believe this new rollout could revitalize growth, assuming favorable public response. However, Tesla’s infamous EV line of trucks and cars is facing continued challenges due to falling margins and demand. It all hinges on Musk’s next moves in the world of AI and autonomous vehicles. These areas are extremely risky in terms of excessive capital required and an unproven industry.
This slideshow will cover the ins and outs of Tesla stock, including its recent history, potential in the autonomous transportation market, and how political aspects are affecting the company as a whole. We’ll also discuss what the experts think, with some warning of deteriorating fundamentals, and others concluding the stock is likely to rebound. Learn about one of the most watched stocks in the 2025 market.
Tesla’s 2025 Stock Struggles
- TSLA is down 16.44% YTD and nearly 34% from December 2024 highs
- A recent 6.56% rebound offers modest short-term recovery
Volatile Start to the Year
- Poor Q1 earnings and regulatory tensions pressured the stock
- Q2 saw slight improvement, but volatility persisted into Q3
Robotaxi Launch Offers Hope
- Analysts cite Robotaxi launch as a potential long-term catalyst
- Success depends on regulatory approval and public reception
Core EV Business Faces Pressure
- EV sales declined year-over-year, reducing core revenue
- Margins are shrinking from post-pandemic highs
Beyond Cars: FSD and Robotics
- Tesla is investing in AI, FSD, and humanoid robotics
- Future growth may rely on expansion beyond EVs
Political Influence and Risk
- Elon Musk has aligned closely with President Trump
- Tesla stock initially surged post-election but later declined
Diverging Analyst Opinions
- Price targets range from $19.05 to $500 per share
- Analysts are split with 13 ‘Buy’, 13 ‘Hold’, and 9 ‘Sell’ ratings
Tesla Delivery Forecasts Miss the Mark
- Q2 deliveries (~384,000) were down 13% YoY
- 2025 estimates range from 1.95M to 2.08M units
Institutional Confidence Wanes
- Institutional holdings fell to 48.74%
- Indicates declining support from major investors
Wall Street’s 2025 Targets
- Median price target: $293.38 (+7.43%)
- 24/7 Wall St. target: $352.99 (+11.37%)
What’s Next for Tesla?
- Rebound hinges on execution in AI and EV growth
- Investors face continued uncertainty and volatility
If You have $500,000 Saved, Retirement Could Be Closer Than You Think (sponsor)
Retirement can be daunting, but it doesn’t need to be.
Imagine having an expert in your corner to help you with your financial goals. Someone to help you determine if you’re ahead, behind, or right on track. With SmartAsset, that’s not just a dream—it’s reality. This free tool connects you with pre-screened financial advisors who work in your best interests. It’s quick, it’s easy, so take the leap today and start planning smarter!
Don’t waste another minute; get started right here and help your retirement dreams become a retirement reality. (sponsor)
Thank you for reading! Have some feedback for us?
Contact the 24/7 Wall St. editorial team.