Tesla Faces Stock Decline After Analysts Cut Delivery Forecasts and Price Target

Mizuho lowers Tesla's 2025 delivery estimate by 500,000 units, citing weak demand and geopolitical challenges, as shares drop 3%.

Mizuho has reduced Tesla's 2025 delivery forecast to 1.8 million vehicles, down from 2.3 million, due to demand concerns and market headwinds.
The investment bank also cut Tesla's 2026 delivery estimate by 600,000 units and lowered its price target to $430 from $515, while maintaining an Outperform rating.
Tesla's February 2025 sales underperformed significantly, with U.S. sales down 2%, China down 49%, and Germany down 76%.
Analysts attribute the sales decline to geopolitical tensions, brand perception issues, increased competition in China, and lackluster demand for the refreshed Model Y.
Tesla plans to produce a lower-cost Model Y in Shanghai by 2026, reportedly aiming to regain market share in China, its second-largest market.