Tesla stock slides after Q4 deliveries report as BYD overtakes — what’s next for TSLA
Tesla shares fell 2.6% to $438.07 Friday after reporting fourth-quarter deliveries of 418,227 vehicles, down over 8% for the year. China’s BYD overtook Tesla in 2025 with 2.26 million EV sales. Tesla deployed a record 14.2 GWh of energy storage in the quarter. Investors await the Jan. 28 earnings report for revenue, margins, and 2026 outlook.