Tesla (TSLA) all but admits electric car sales growth is gone, gives up on guidance

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There's growing demand for affordable electric vehicles not produced by a company ran by a transphobic, egomaniacal, fascism-supporting, drug-addled, racist, traitorous mega-billionaire. Maybe Mr. Musk should do some introspection and work on personal growth before he concerns himself with electric car sales growth.

I like the Idea of a US based EV manufacturer, but Tesla needs to fall from where it is, in appeal and in value. Even if just to prevent another CEO from doing any of the despicable things Musk did.

That's going to cost a fortune in factory mothballs and redundancy, as well as paying back some grants. Then the added cost of shipping cars around the world as factories close.

*Tesla's* sales growth. Not electric cars in general.

No, I think news this bad is worth at least a 25% bump. Should double by next batch of terrible news, easily.

Guess they ran out of parking lots to fuel "growth."

Growth for Tesla is dead, not electric cars in general.

When you are the worst brand in the auto business you definitely should be a multiple of your competitors. I don't think making a Nazi LLM is as worth as much Wall Street thinks.

It's not a car company though. They're gonna have the reefer-smoking sexbot market cornered, though, just wait and see

Less expenses for making cars = bullish!!!!!

Listening to the earnings call now - some very big news. Elon said Tesla was going to be the biggest company in the world! I’m expecting it to go to the moon on this unexpected development.

Is it finally over?

Funny enough, after it goes up, on a random day it'll drop 50%

Yeah yeah sales down robo taxi is crap, etc. But wait! Elon opened a diner!! Stock up 65%! AND he is starting a new party!! Stock up 85%!

Down 3.15%/$10.86 in after hours at 3:08pm PST. Long time until the bell rings tomorrow. This could be fun.

Wait are they really pulling the Model S and X from European markets? That's what one of the comments on the article says

[“Am I out of touch? No it’s the children who are wrong.”](https://external-preview.redd.it/CRAkkxZoC4EhLMF0xrdwjjZVUWqwyZkfo4EF0jlsQKE.jpg?width=640&crop=smart&auto=webp&s=a10e6b87e81b6c287b614838d328645181e9bb1e)

Omg the stock is actually down 4%. Let's see if it holds. My bet is the cult buys the dip as they usually do. Never fucking fails.

"ITS CHEAP ITS CHEAP" - YouTube influencer who is broke and needs TSLA to 10x so they can move out of their parents basement.

I’m shorting TESLA and long BYD what do you think?

Their service center near me has been parking car in an abandoned mall lot for years and the number of cars there can ebb and flow but I drove by it yesterday and DAMN there's a LOT of cars sitting there right now.

Musk needs to implant some Neuralink chips in the car lineup. That would be worth a doubling of the stock.

I think they're going to see the increased revenue and earnings compared to Q1 and buy.

Remember the market can remain irrational longer than you can remain solvent.  Still lots of totally insane tesla investors out there

Basically yes. Existing inventory is still available for sale but buyers can't custom order one at the moment. The S and X are low volume sales vehicles and I believe they're exclusively produced at the Fremont, California plant (or at the very least the vast majority of them are). As such declining demand and retaliatory tariffs are taking a toll on their sales more so than the 3 and Y which are made outside of the US. I know earlier this year they pulled them from China because of retaliatory tariffs and a year or so ago they discontinued making right hand driving versions of them because the demand wasn't high enough.

*Teslas electric car sales growth. General electric car sales growth is still very good.

Cathy Woods still lives in her parent's basement? That does explain some things...

I thought Elon was in favor of skipping the moon and going straight to Mars.

Nah, you can only milk this cow so much if this is the only big cow. Since there are too many big cows in play, people will milk other cows until this one ever shows signs of better milk quality again.

Stick a fork in it. Tesla is toast. Down 100 tomorrow!

I'm just waiting for the combination of xAI's waifu's.  MechaHitler waifus in your Tesslers console!\ To the Mooooon!

If the low cost auto is a Model Y……, the stock should drop 250-300.

The snowball effect in motion.

Could drop 100

But. Restaurant!

They say European approval will get done, and this will increase growth in that region.

EV sales and growth is there. Just not for Tesla.

Even musk said many times before that Tesla stock is Overvalued, Obviously he will not say it now.

Yeah the play right now is to own long-dated puts and sell the moment TSLA goes red

Should drop more than 100

Don't do that... Don't give me hope.

Biggest company on Mars? With this news the shares are going to double on overnight trading!

A rising tide lifts all boats that don’t have a rotted hull.

Anyone see the spin on twitter? They are basically trying to say oh well are car sales suck but we'll be selling everyone robots so whatever. Do people on the board really not understand that sales are down because Noone wants to drive a "SwastiKar" and robots with "Mecha-Hitler" aren't going to fair any better. My god if the cars run over bikes and children, imagine what a humanoid robot will do if it manages to kill a few dozen people because its proud boy owners made it.

The xAI acquisition is gonna be a fiasco. Tesla shareholders will be bag holders to bail out his floundering AI business with a bloated acquisition premium

I bought 3 this week. Added two limit sells today, first at recovering my $5700 cost, next at $10,000, last one to ride to the end. But selling at open wouldn't be bad advice either. Can't go broke making monies.

250

As much as people think this stock has gone up much, it has been a dog for the last three years. Up and down but the overall no one has made money. This at a time when markets have increased. So while it is a meme stock, and goes up and down, the trajectory with massive director bonuses and trading fees, most people have lost money in the last 3 years. That is not to say it is not way way way overvalued. There is no metric where it hits this valuation or returns money to investors of any real significance.

[Burgers are the next big thing](https://www.autoweek.com/car-life/a65482296/tesla-burger-review/). Try to keep up.

Random day being when the mm makes money on dropping the price due to options.

The demand for EV is still there, the demand for driving MAGA hats has not gone anywhere

Can you link her YouTube so I can proactively block it?

Yeah not enough people realize this. Elon is innovative enough and obviously has the capital he can turn any company around just by doing interesting things and hiring the right people

Musk is only part of the problem. Tesla also has over a dozen serious competitors now, something it didn’t have until fairly recently. That’s a problem Tesla can’t solve except by competing better.

More… MOOOOOOOOREEEE!!!!!!

Why is everyone tying Tesla cars and Hitler together? What did I miss?

LMAO. She's the CEO of a $60 Billion investment company and is absolutely guaranteed to be shilling for Tesla tomorrow AM on CNBC or Fox Business News (or both) unless a bigger entity like the Today Show decides to do a story on Tesla. What channel she'll be on really all comes down to which channel books Dan Ives or Ross Gerber first and whether or not Gerber is currently wavering on Tesla. But Fox's Maria Bartiromo would be a logical choice.

Wait until CA DMV suspend Tesla dealer license over fake FSD claim.

By the end of the year. Tesla is gonna announce an electric car for $27k

Animatronic popcorn servers is the next trillion dollar market, but please ignore what Disney was doing 30 years ago

2.50

Elon is already in the process of shifting value to Xai and I’m sure space will eventually go public and he’ll have a whole new cow to milk

Yeah, I mean, look at when he invented a better rocket! Oh wait, he started a different company for that. But look at when he went into social media! Oh wait, he bought a different company for that. But what about AI! Oh yeah, he started a different company for that too. And a different company for digging holes in the ground, etc, etc. Nothing says any interesting thing Elon may think of will in any way be part of Tesla.

[Where've you been?](https://media4.giphy.com/media/v1.Y2lkPTc5MGI3NjExZ2dwcHY0dmlhbnk0NWU4eTc4dHE1b25pb2ZwZ2Fza3BtejVkYWtybSZlcD12MV9pbnRlcm5hbF9naWZfYnlfaWQmY3Q9Zw/zHkwPfz4nfFXnVS0W4/giphy.gif)

That would literally ruin the entire SV equity landscape.

Rivian produces domestically! They took over what used to be a Mitsubishi plant in Bloomington, IL. Tesla has lost its edge. It has no roadmap and inflates its stock price by peddling bullshit to people who still believe it.

he said on the call today "i predict 50% of the USA will have access to robotaxis by EOY".... EOY is in 6 months. I lost brain cells listening to this wet excrement of a man speak.

Guess you didn't read about powerwalls, roof tile solar panels, an entire charging network that other brands use, this diner, and Optimus which could easily be the first viable personal robot which could be worth trillions

At some point it is going to crash -- no stock with this kind of underlying weakness can stay inflated forever. It is very important that all of us refuse to extend any sympathy to the people who invested in it. "So sales completely tanked, AND they lost the EV tax credit and subsidies they sold to other companies, and THAT'S when you bought?

oh i dunno... maybe the double sieg heil's in a row and then promptly going on livestream for the AFD party in Germany. But i could be wrong. hey, if i am, we can then switch to him chopping up USAID so millions of children die from lack of treatment around the world. but who cares right? Robotaxis are the answer!

yea or getting a new lineup with a low cost option thrown in. but Musk is a moron and never designed the cars accept for the cybertruk. that was eberhardt and tarpenning by 2006.

To be delivered in 2042.

I'm putting my faith in Rivian coming through the fire, buying another fistful every time the market takes another skittish dump.

margin, or your own money?

0.25

Earnings beat expectations but stock dropped after hours because Elon said something during the earnings meeting?

Its not a AI company. Its not an car company. Its a diner company. Stock up to the moon…er I mean Mars /s

Lucid, too, I think.

a model 3 with no seats

Not this time. It’s that bad and going to get worse.

Every time I see a Rivian, I feel good for the Bloomington-Normal economy.

It would be wild to find out who’s been pumping it all this time. My money is on an Elon-financed circle jerk of third party, offshore interests funneling anonymous stock purchases. As goes Tesla, so goes Elon.

I think the xAI deal is shitty. I've been a Grok and OpenAI user for a while now and Grok has zero chance when it comes to serious, work related AI tasks. Grok can maybe be a glorified search engine but that's about it.

Blackrock, saudis, anyone that wanted to buy influence.

The only value Tesla has with me is FSD. Until another EV maker has equivalent Tesla it is.

That's the real answer.

This is why the gymnastics with xAI. I’m sure that shit is going to go down in flames more spectacularly than Enron. Less outright fraud, but way more idiotic.

There's a service center near me that's emptying out.  I think they're consolidating to fewer service centers at this point.

His next announcement will be that we’re actually all in the matrix and neuralink is the largest company in the world but we don’t know that because we’re in the matrix. So if we invest now we can fulfill the prophecy.

Only thing that sucks is that index funds that I’m in hold this stock even though I hate it and inevitably it’s gonna hurt me a bit once it finally crashes

Did I just stumble across a whole subreddit devoted to rational investors hating on Tesla? How did I not find this gold until now?

And it'll be in production right behind the roadster 2.0 and the semi.

Pretty sure Elon is the problem with their competitors too. A "car company" would be incrementally updating their lineup every year and releasing a new/revamped product lineup every 6-8 years. Most of Tesla's updates for the bulk of their fleet have been things like removing stalks or minor aesthetic changes. The base platforms are old. The S and X are really old. They haven't really announced any major updates to the 3/Y lineup, and the only new product they've launched is a stainless steel dumpster they are only selling a few thousand of. If someone who understood the auto industry was running Tesla they wouldn't be "a robotics company that's also an AI company that is also an energy company and now runs a diner." They'd make cars.

Can't tell if you are hilariously making fun of the rubes or you are actually the rube, so either way, well played

Jesus what could he have done to prevent these tariffs destroying his company

I dont think so, as even Musk said there will be tough quarters ahead. This from a guy who tells fairy tales for a living.

he's been saying that shit for 10 years

don't short it. Offshore interests are pumping this stock for favors from Elon

Guidance is more important than earnings. Guidance is shit for Tesla. Also they didn't beat. They met the expectations.

Well hopefully yours doesn’t drive you into the side of a semi at highway speed because it can’t tell the white trailer from the sky.

**Musk: "It is difficult to measure the impacts of shifting global trade and fiscal policies on the automotive and energy supply chains,..."** Global EV sales are on track to surpass 20 million in 2025, according to the IEA. With record-breaking sales reported in 2025. Just Tesla is declining Global and in US!

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Meme stock, so will probably go up from people that can't do evaluations of a stock.

I think it's clear stock price has no relevance at all with Tesla anymore lol

It's still well over 10X overvalued. It can fall 90% and still be well beyond Tesla's peer in valuation.

Don't doubt shenangians out side the US too. We just had a Norway cab driver tell us he got his Tesla taxi for "free", meaning no money down....I can only imagine the contract.... It's fun to see the Xperians, the BYD, lots of Benz and BMW electrics here....

I was continuing the joke that she runs a major fund but is basically a YouTube hack.

Please don't disparage YouTube hacks like that.

Having worked in tech hardware sales for companies that coveted the margins services provided but ultimately choked to death on the cost of staffing the personnel need to provide those services, I can tell you the "keep everything in house" business model is profitable as hell when sales are plentiful and only going up but can be absolutely crushing to the bottom line when you have expensive people sitting on their ass with nothing to do but you can't fire them because you have to have their skillset on staff.

Easy answer to who’s been pumping Tesla stock. Fanboys! Over 43% of Tesla stock is held by retail investors. This is more than double the next (large cap) company. Those followers are effectively brainwashed, and lap up everything. Why do you think it goes up on bad news? Just read some comments. Even Cathie Wood, what’s her stock price prediction? $2,750? it defies rational though.

My mind is still blown that I used to be huge Elon fan back in 2018 when he was all about Tesla and proving EVs are the future. Then he sells a ton of stock to buy twitter. He complains about not having enough voting control despite selling a f***ton of stock and pressures the company into giving him another huge pay package since he doesn’t have enough incentive to work. He creates xAI, a company solely dedicated to Gen AI, because he felt “uncomfortable having AI initiatives at Tesla” without increasing his voting control to 25%. (January 2024 tweet) Then he makes a once in a lifetime bet on helping trump get elected (btw I don’t care who won), and he knew from the beginning, trump was against solar and EVs. Tesla bulls talking about how cars don’t matter and trump will ensure Federal regulatory approval of the Tesla robotaxi. He then goes nuclear on trump, so I have zero idea on Elon’s endgame. Now, it’s about a third political party, robotaxis, and robots. What have I missed?

He’s moving assets to his personally held xAI ;)

You guys delusional Musk fan boys. Tesla stock is dead, men.

Do people still want to buy influence via Musk though? Trump is upset that Musk hasn't been sticking to the party line and trying to disguise the fact that Trump's a child molester like the rest of the GOP have recently.

You could have a tesla-free index fund effectively if you just buy the index ETF + a small tesla short.

lol Musk, who has missed self-imposed deadlines around self-driving technology for more than a decade, said Wednesday that Tesla's goal is to have autonomous ridehailing available to about half the U.S. population by the end of this year, "subject to regulatory approvals." "I think we'll technically be able to do it," he said.

Two milion back orders for Tesla Burgers.

Exactly. That's why he said he doesn't want tsla to merge with xAI. He wants to the tsla shareholders to hold all of his debts

Meanwhile Toyota deliveries and others are UP

Your loose words are horrible and foolish. Very irresponsible human being.

I dont think growth is gone.  Its just hit the first real headwinds. -Increased competition in the market. -US Govt subsidies are gone. -In many metro areas people can't afford garages to put chargers in.  Not enough chargers near work. -States are adding taxes to registrations to compensate for lost petrol fuel tax revenue. -Mayburry hasn't accepted that the petrol days are ending.   -Elon Musk's political activity is hurting sales.  He needs to stay in his lane. This is US Sales focused.  But the US is the largest market.

The problem is the even removing Musk now won't fix it. Tesla is in a terrible situation - no real new models, toxic brand, reportedly poor after sales support etc. Any new CEO is most likely going to have to deal with a stock collapse.  Musk was great at building hype and raising money and that was why the stock was so overvalued.  He can't do that anymore in a meaningful way beyond with investors conflating Space X, X AI or Neurolink with Tesla.

Plus a short. That is actually funny. True but funny.

He wants Tesla to buy his Twitter purchase. Make shareholders pay for that screwup.

The one near me is so full that the parking spaces are all taken and so they parked them in the lanes leading to the spaces. It looks like they have used all of the parking area they were allotted.

I’m one of those that loved Tesla since 2008. Followed all news, lusted over the Model S and x when they came out. Stood in line for hours for the Model 3. Dismissed Elon’s odd behavior over the years and admired what I thought he was doing for the planet. Had a 2018 Model 3 that was actually perfect quality wise. Loved that car for the 5 years I owned it. Then in 2023 I traded it for a new Model Y.  I’ve never understood the hate for Tesla until my Model Y experience. I never knew I could hate an inanimate object as much as I hated that thing. Biggest piece of shit I’ve ever owned. Nothing but issues and the most uncomfortable ride quality I’ve ever experienced.  It opened my eyes right around the time Elon went off the deep end for Trump. The Nazi salute was the last fucking straw for me. I traded the Model Y for a Jeep wrangler of all things. I’ll never buy another Tesla and I’ve lost enthusiasm I’ve had for electric cars since 2008. There are plenty like me that CAN evolve our opinions and shun a brand that was once part of our identity.

I hope you’re right, kind of. I only drove EV’s from 2012 till now. I had an 80 mile daily commute too, and lived in California with the highest gas prices in the country (SF Bay Area). But I’ve lost ALL enthusiasm for electric cars over the last two years. Of course I no longer have the commute, which is part of it. But I never thought I’d go back to the internal combustion engine after getting my first EV in 2012 and putting tons of solar on our house. But now that electricity where I live costs more that gas and the fact Tesla killed all enthusiasm for electric cars, I went ahead and traded my Model Y for a Jeep Wrangler. I’m done with electric for now.

Aged like milk

I live in the Bay Area and my kids go to school near Berkeley. This should be considered fairly progressive and yet I see way more of the new Model Y than I would have thought. I got rid of my 2023 because I hated everything about it. I’ll never buy or lease another Tesla because of how shitty that thing was, combined with the fact I don’t want anything to do with a company led by on openly Nazi loving psycho. But you know who doesn’t seem to give a fuck? Asians for some reason.  The thing I’ve observed with all these new Model Y’s on the roads in and around SF Bay Area places like Berkeley and Oakland, the majority of drivers are Asian. Just something I thought was kind of odd.

Should be obviois by now that TSLA is not for anyone in the market looking to get rich in a year or two. Keep the discounts coming.

Trump, is that you?

Unfortunately, rational investing has been a losing proposition with this stock for at least a decade.

Elons next adventer is robo air taxis....... Per Musk I even read articles about it!

China is making low cost EVs and other manufacturers will follow. Tesla put all their effort into the CyberTruck and RoboTaxi both of which are not money makers. Elmo moved the focus of the company to his pet projects rather than focusing on making a small, cheap EV without any of the bells and whistles. It would have sold well, especially in foreign markets. The CyberTruck isn’t designed well enough to be allowed to be sold in foreign markets.

Already exists lol.

1) Tesla growth is dead, not EV growth. 2) **THE BIG THING** everybody is failing to mention is that one of Tesla's cash cows, carbon credits, is GONE. Republicans did away with requiring manufacturers to buy carbon credits if their vehicle line-up doesn't live up to environmental standards. To put things into perspective, in 2024, **40% of Tesla's profits came from carbon credits.** Tesla would **NOT have been profitable** in Q1 and Q2 2025 had it not been for carbon credits. Compound that with EV tax credits going away after September, and Tesla is in for a terrible H2 2025.

And sell for $72k

Such a dumb world we live in. Imagine a scenario where Musk continued to be pro environment and ev and against Trump. People would be rallying around Tesla. Instead he assumed be was the smartest person on earth and beyond consequences.

Nah,I used to look up to him. Phony Stark sells vaporware to the gullible. He's a malignant narcissist and a grifter. He takes credit for all the engineers and laborers. He's a bigot and a pos

Totally agree, he's a POS and has always been, BUT he could have easily positioned himself WITH his customers instead of against them. The majority of people don't pay enough attention to have noticed who he is till he came out full heiling and shitting on people. He could have just played his role for his bottom line.

Exactly the same for me here in Chicago. Got rid of my Y a few weeks ago and went back to a Jaguar. The service difference is night and day. I never thought I would drive another ICE, but after a few long trips for my kids soccer stuff I just gave up. Too much time wasted. Hopefully the higher end European brands catch up or lease the Chinese battery tech, which is blowing TSLA out of the water.

But I thought Tesla was a AI company? Meanwhile Elon takes AI talent and starts xAi then asks Tesla to buy it out. These poor guys have no idea what Daddy Elon is doing to them.

Exactly. Investors are so blind.

But he can easily evaluate and postulate Tesla will be the most valuable company in the world.

That’s when I sold my Tesla stock. The minute they bought Bitcoin, I thought he’s truly lost the plot.

This is bad advice considering a position with shares sold short isn’t free to maintain..

Also, his AI declared itself MechaHitler after praising Hitler.

...and it's back. I feel like meme stock cults just never learn.

called it.

Maybe the dumbest comment committed to a database somewhere. Kool-Aid is great when you’re a kid, but eventually you grow out of it.

It didn’t hold

China accounts for a large portion of global EV production and sales, with some reports indicating a rise to 76% of the global market share. Electric car sales in China surged in the first quarter of 2024, surpassing the total sales of just four years prior. In 2024, China shipped nearly 1.25 million electric cars to other countries. Better cheaper but not available in the USA

Gowth won't return until Elon is forced out. His brand damage is permanent, and for good reason. It's the only way out. It will probably take Tesla a few years, but it's inevitable.

IMO, this is why some dealership shops will service vehicles of other brands.  It's just insurance that that portion of the business can survive even if the new cars are garbage.

What do you mean, go to school “near Berkeley”? I’m Asian and I live in Berkeley and we don’t own any more Teslas than other races.

New Model Y's is what I was referring to. I've noticed that almost every new Model Y I see in and around Berkeley has an Asian driver. Just an anecdotal observation. Just thought it was interesting.

Found Musks personal servant

u/muskspadawan lol