Tesla is facing declining delivery estimates and sales due to weak demand in key markets, including China and Europe. Wall Street analysts now predict the company will deliver 1.63 million vehicles in 2025, a decline for what would be its second consecutive year. The drop in estimates has raised concerns about Tesla’s future prospects.
The struggles come as CEO Elon Musk continues to polarize the market with his far-right politics and high-profile feuds. In recent months, Musk has supported President Trump and donated over $250 million to his campaign, alienating many on the left who helped build Tesla into its current success. More recently, Musk’s comments about Trump and Jeffrey Epstein have sparked outrage among both Trump supporters and detractors.
Tesla’s sales woes are evident in its first quarter of 2025, where sales dropped by 18,700 vehicles, a 9.7% decrease from the same time last year. The company is also experiencing production line shutdowns to accommodate updates to its popular Model Y. While Musk promises his long-awaited Robotaxi service will arrive soon, it remains uncertain whether this will revitalize the company’s fortunes.
Analysts have expressed concerns about Tesla’s prospects for growth in 2026, with delivery estimates cut by multiple companies. Oppenheimer has lowered its estimates for both 2025 and 2026, citing weak demand as a major factor. The outlook is grim, with many experts questioning whether Musk can turn Tesla around despite his promises of new technologies and services.
Source: https://www.jalopnik.com/1882180/elon-musk-far-right-politics-continue-to-hurt-tesla