Tesla stock falls on delivery miss as BYD takes EV crown — what’s next for TSLA
NEW YORK, Jan 2, 2026, 4:18 PM ET — After-hours Tesla (TSLA.O) shares fell 2.3% to $439.31 in Friday’s regular session and traded between $462.42 and $435.33 after the electric-vehicle (EV) maker reported quarterly deliveries that missed estimates. Visible Alpha data showed analysts had expected 434,487 deliveries, and the annual tally left Tesla trailing China’s BYD after the expiry of a $7,500 U.S. federal EV tax credit and intensifying competition from rivals such as Volkswagen and BMW. “It’s about Optimus, Robotaxi and physical AI,” said Dennis Dick, a trader at Triple D Trading, which owns Tesla shares. Reuters The delivery