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.

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Disclosure: None.