Tesla (TSLA) Reiterated at Sell as 4Q Delivery Forecast Falls Below Consensus

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks on Market Radar. On December 23, UBS reiterated its Sell rating on the stock with a price target of $247.00 following lowered delivery forecasts. Analyst Joseph Spak lowered his 4Q25 delivery forecast to 415,000 units from 429,000.

The lowered delivery forecast represents a 5% reduction from the Visible Alpha consensus of 435,000 vehicles. According to the firm, the revised forecast aligns more closely with buy-side expectations, ranging between 405,000 and 415,000 deliveries for the quarter.

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Tesla’s stock, UBS noted, typically responds to headline delivery beats or misses, even if results meet buy side expectations. The automaker is likely to report its fourth-quarter 2025 delivery figures on January 2.

Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives.

While we acknowledge the risk and potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSLA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.