Tesla Analysts Temper Hopes for EV Sales Recovering This Year

Tesla Inc. analysts have increased their pessimism about the company’s prospects for annual electric vehicle sales, suggesting a slower recovery after the carmaker stumbled with consecutive years of falling demand.

Analysts on average expect the company to deliver 1.69 million EVs this year, according to a compilation of 23 estimates the automaker published Thursday on its website, down from an estimate of about 1.75 million in December. The lower figure would remain a slight increase over the 1.64 million vehicles Tesla sold in 2025.