Tesla stock slides after delivery miss and BYD upset — what TSLA investors watch next
NEW YORK, January 4, 2026, 05:03 ET — Market closed Tesla (TSLA) shares closed Friday down 2.6% at $438.07 after trading between $435.33 and $462.42. Tesla said fourth-quarter deliveries — vehicles handed to customers — totaled 418,227, including 406,585 Model 3 and Model Y cars, while production reached 434,358; it reported 2025 deliveries of 1,636,129. The company reported record fourth-quarter energy storage deployments of 14.2 gigawatt-hours (GWh), a measure of battery capacity, and said 2025 deployments totaled 46.7 GWh. Tesla Investor Relations The delivery update is one of the first hard demand readings for the EV sector in the new