Tesla's Deliveries Seen Falling in 2025 -- Market Talk

Dow Jones

Mar 11, 2025

1206 ET - Tesla is potentially getting hit by slower run rate in deliveries, with full-year orders expected to be somewhat muted, UBS analysts say in a research note. UBS lowers its 1Q delivery forecast to 367,000 from 437,000, representing a 5% year-over-year decline and a 26% sequential drop in deliveries. "Looking to the second half of 2025, while we do expect the new 'lower-cost' vehicles to help volume, we also believe that this may take some demand award from the Model 3/ Model Y given our belief that it is a derivative off the existing platform," the analysts say. UBS expects Tesla's deliveries for 2025 to be 1.7 million units, down 5% from 2024. UBS cuts its recommendation on the stock to $225 a share from $259 a share previously. Tesla, the worst performer in the S&P 500 today, trades down 10% to $236.13. (sabela.ojea@wsj.com; @sabelaojeaguix)

(END) Dow Jones Newswires

March 10, 2025 12:07 ET (16:07 GMT)

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UBS lowers its 1Q delivery forecast to 367,000 from 437,000, representing a 5% year-over-year decline and a 26% sequential drop in deliveries. \"Looking to the second half of 2025, while we do expect the new 'lower-cost' vehicles to help volume, we also believe that this may take some demand award from the Model 3/ Model Y given our belief that it is a derivative off the existing platform,\" the analysts say. UBS expects Tesla's deliveries for 2025 to be 1.7 million units, down 5% from 2024. UBS cuts its recommendation on the stock to $225 a share from $259 a share previously. Tesla, the worst performer in the S&amp;P 500 today, trades down 10% to $236.13. 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UBS lowers its 1Q delivery forecast to 367,000 from 437,000, representing a 5% year-over-year decline and a 26% sequential drop in deliveries. \"Looking to the second half of 2025, while we do expect the new 'lower-cost' vehicles to help volume, we also believe that this may take some demand award from the Model 3/ Model Y given our belief that it is a derivative off the existing platform,\" the analysts say. UBS expects Tesla's deliveries for 2025 to be 1.7 million units, down 5% from 2024. UBS cuts its recommendation on the stock to $225 a share from $259 a share previously. Tesla, the worst performer in the S&amp;P 500 today, trades down 10% to $236.13. (sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 10, 2025 12:07 ET (16:07 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4543","symbol_name":"AI","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2518724422","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2518724422","pubTimestamp":1741622820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1206 ET - Tesla is potentially getting hit by slower run rate in deliveries, with full-year orders expected to be somewhat muted, UBS analysts say in a research note. UBS lowers its 1Q delivery forecast to 367,000 from 437,000, representing a 5% year-over-year decline and a 26% sequential drop in deliveries. \"Looking to the second half of 2025, while we do expect the new 'lower-cost' vehicles to help volume, we also believe that this may take some demand award from the Model 3/ Model Y given our belief that it is a derivative off the existing platform,\" the analysts say. UBS expects Tesla's deliveries for 2025 to be 1.7 million units, down 5% from 2024. UBS cuts its recommendation on the stock to $225 a share from $259 a share previously. Tesla, the worst performer in the S&P 500 today, trades down 10% to $236.13. 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UBS lowers its 1Q delivery forecast to 367,000 from 437,000, representing a 5% year-over-year decline and a 26% sequential drop in deliveries. \"Looking to the second half of 2025, while we do expect the new 'lower-cost' vehicles to help volume, we also believe that this may take some demand award from the Model 3/ Model Y given our belief that it is a derivative off the existing platform,\" the analysts say. UBS expects Tesla's deliveries for 2025 to be 1.7 million units, down 5% from 2024. UBS cuts its recommendation on the stock to $225 a share from $259 a share previously. Tesla, the worst performer in the S&P 500 today, trades down 10% to $236.13. (sabela.ojea@wsj.com; @sabelaojeaguix) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 10, 2025 12:07 ET (16:07 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}