Tesla Stock Defies Q4 Delivery Miss as Analysts Eye Robotics and Autonomous Driving Potential
Tesla (TSLA) shares ROSE nearly 1% Friday despite a disappointing Q4 delivery report showing 418,227 vehicles delivered—down 15.6% year-over-year and below both analyst expectations (441,000) and company forecasts (422,850). The resilience suggests investors are looking beyond short-term EV sales volatility toward Tesla’s emerging growth drivers.
Long-term projections remain bullish, with analysts forecasting 14.8% delivery growth in FY27, accelerating to 28.5% by FY29. The stock’s 18% gain in 2025 was buoyed by post-election momentum but later tempered by Elon Musk’s political entanglements. Market focus now shifts to Tesla’s robotics and autonomous technology pipeline as the next catalyst.