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EV maker Tesla (TSLA)reported its fourth-quarter and annual 2025 production and delivery figures. Although the outcomes were marginally under expectations, a five-star analyst from Wedbush commented.Dan Ivesreferred to them as “better than expected” and a positive development. Tesla manufactured 434,358 vehicles and delivered 418,227 during the fourth quarter, with annual production totaling 1,654,667 vehicles and deliveries amounting to 1,636,129. The company fell approximately 4,000 units short of its own target of 1,640,752 units, yet still met expectations overall.
Ives acknowledged that Tesla will face difficulties in regaining strong delivery growth, particularly following the loss of the $7,500 U.S. tax incentive and dealing with continued challenges in Europe. However, he pointed out that deliveries were generally in line with expectations and emphasized Tesla’s energy division as a positive aspect, with installations reaching 46.7 gigawatt-hours for the year. According to him, these outcomes maintain Tesla’s stable position as it moves toward 2026, despite vehicle growth being inconsistent in the short term.
More significantly, Ives stated that investors are beginning to move beyond just considering car deliveries. This is because Tesla’s long-term growth narrative is becoming more centered onAI, Full Self-Driving, Optimus robots, andRobotaxis. Consequently, Ives kept a Buy rating and a $600 valuation estimate, which is the top on Wall Street. This implies that although deliveries remain significant, they are no longer the primary indicator of Tesla’s business progress.
What Is the Forecast for TSLA Stock?
Shifting focus to Wall Street, analysts have a Hold rating for TSLA stock, according to the chart below, which shows 13 Buys, 10 Holds, and eight Sells over the last three months. Additionally, theaverage TSLA price target$395.89 per share suggests a 9.6% potential loss.
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