Tesla’s price cuts for the Model Y and Model 3 haven’t moved the needle on demand: Q1 2026 deliveries rose only 6% YoY to 358k, under analyst expectations, while production outpaced sales, signaling inventory buildup amid a weak demand backdrop.
Tesla Q1 2026 deliveries rose 6% YoY to 358,023, but the core trend signals remain weak.
Tesla Q4 2025 deliveries fell 15.6% year-over-year to 418,227 amid rising competition and the expiration of the federal EV tax credit, raising questions about its growth catalysts.
BYD sold 4.6 million vehicles in 2025 and met its revised sales target.
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