Tesla Shares Decline Amid Sales Decline in Europe and China; BYD Surges Forward
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Should l Buy TSLA?
Source: TipRanks
Sales Decline: Tesla's sales in the European Economic Area, UK, and Switzerland dropped 48.5% in October compared to the previous year, following a brief rebound in September due to the launch of the revamped Model Y.
Competition and Market Share: The decline in sales is attributed to intense competition from Chinese manufacturers like BYD, which saw a 206.8% increase in registrations, while overall EU EV sales grew by 5.8%.
Political Concerns: A poll by the Global EV Alliance revealed that 41% of EV drivers globally would avoid Tesla due to political concerns, particularly in the U.S. and Germany.
Analyst Ratings and Future Outlook: Tesla's shares hold a "Hold" consensus rating among analysts, with an average price target indicating over 8% downside risk from current trading levels, as the company focuses on its robotaxi and AI initiatives.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSLA is 401.93 USD with a low forecast of 25.28 USD and a high forecast of 600.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 411.110
Low
25.28
Averages
401.93
High
600.00
Current: 411.110
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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