Tesla's Q4 vehicle deliveries fell more than expected due to decreased EV demand following the end of tax incentives, leading to a second consecutive year of declining sales, despite rising investor interest in its robotics and autonomous vehicle projects.
Tesla's stock rose about 1% despite a forecast for lower fourth-quarter vehicle deliveries, with analysts predicting around 422,850 deliveries, which is 15% less than the previous year and below earlier expectations. The company is heading toward a second consecutive year of declining deliveries, but investors remain optimistic about long-term projects like autonomous driving and robotaxi services. Despite the delivery outlook, Tesla's stock has gained over 21% in 2025, outperforming the S&P 500.
Boeing's stock surged over 10% after the CFO announced expectations of increased deliveries for the 737 and 787 jets in 2026, with the certification of the delayed 737-10 expected later that year, and the company projecting positive cash flow and improved margins through 2030 amid a recovery in its business performance.
Tesla's stock rebounded slightly after a drop despite strong delivery numbers, amid controversy over Elon Musk's proposed $1 trillion pay package, which most shareholders are expected to approve. The stock's recent performance reflects investor optimism about future sales, though its high valuation raises questions about its long-term prospects. The upcoming shareholder vote on Musk's pay and the impact of changing EV tax credits are key factors to watch.
Xiaomi EV reported over 30,000 vehicle deliveries in August 2025 for the second consecutive month, with the YU7 SUV experiencing a delivery wait of up to 56 weeks due to high demand and factory capacity constraints, following a record second quarter with over 81,000 cars delivered.
Boeing exceeded expectations with a narrower loss and increased revenue in Q2, signaling progress in its operational turnaround, though its stock fell slightly amid the news.
Tesla's second-quarter delivery numbers are expected to be lower than previous years, with significant declines in Europe and China, raising concerns about sales growth amid geopolitical and brand challenges. Despite this, Tesla's stock rose slightly in premarket trading, but overall investor sentiment remains cautious as the company prepares to report earnings and unveil a new model to boost sales.
Tesla's stock remained stable after the robo-taxi launch, but faces potential turbulence due to upcoming delivery and earnings reports, with delivery estimates falling and CEO Elon Musk criticizing recent legislation affecting EV incentives.
Boeing is issuing layoff notices to executives, managers, and employees, despite a recent stock sale and financial support to a key supplier. The layoffs, which will be finalized by January 17, 2025, come amid a challenging period for the company, with a significant drop in plane deliveries due to a strike. However, Boeing has managed to secure 63 new orders and successfully delivered two satellites, indicating some positive developments. Analysts maintain a Moderate Buy rating on Boeing stock, suggesting potential upside despite recent losses.
Boeing's CFO Brian West has warned of slow fleet deliveries and negative cash flow, causing the company's stock to drop. The Federal Aviation Administration continues to review Boeing's production issues, and recent news of China halting deliveries of Max 8 jets further impacts cash generation.
Lucid Motors reported higher-than-expected first-quarter deliveries, attributing the increase to price cuts that boosted demand for its luxury electric sedans. The company delivered 1,967 vehicles, surpassing estimates, and plans to ramp up deliveries to Saudi Arabia in the second half of the year. Lucid also announced plans to introduce a mid-size car in 2026 targeting a $50,000 price point, aiming to attract a broader customer base.
Lucid (LCID) achieved a record first quarter EV deliveries of 1,967 vehicles, despite a 27% production decrease, following significant price cuts. The company aims to build 9,000 vehicles in 2024, requiring a substantial increase from the 1,727 produced in Q1 to meet its target. Lucid's stock is up slightly, but still down over 65% in the past year. The company is set to release its Q1 2024 earnings on May 6, 2024, providing further insight into its financial situation.
The electric vehicle industry is facing financial challenges as startups struggle to prove themselves in a competitive market. Canoo and Lucid Motors are facing cash depletion, while Fisker is evaluating strategic alternatives. Meanwhile, major EV companies like Tesla, NIO, XPeng, Li Auto, and Rivian have released their first-quarter delivery results, with Tesla experiencing a year-over-year decline in deliveries and Rivian maintaining its full-year delivery guidance despite factory shutdowns.
Nikola exceeded first-quarter delivery estimates for its hydrogen big rigs, delivering 40 vehicles compared to the estimated 30. The company aims for further sales growth as it opens refueling stations and pivots to hydrogen technology. Despite challenges in the EV industry, Nikola's shares rose 10%, showing signs of progress after facing setbacks including the founder's fraud conviction and a recall of its battery-powered trucks.