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Tesla publishes analyst forecasts suggesting sales set to fall

35 points by rene_d

by thelastgallon

3 subcomments

What happens when TSLA speculation finally hits reality? It was understandable when growth was 50% yoy, but now its negative growth YOY and PE is 300. Would it take down the entire stock market with it because it unravels the many layers of leverage/margin or would money flow to other speculations?

by neogodless

0 subcomment

Previous:
https://news.ycombinator.com/item?id=46433480 A Second Year of Decline for Tesla's EVs (electrek.co) 1 day ago (2 comments)
Original headline: Tesla (TSLA) does something unusual ahead of Q4 delivery results
https://news.ycombinator.com/item?id=46436205 Tesla Compiles Downbeat Average Estimates for Its Vehicle Sales (bloomberg.com) ~1 day ago

by vijay_erramilli

2 subcomments

by funnymunny

1 subcomments

> … in a new “consensus” section on its investor website …
Why would they willingly start publishing numbers that are worse than 3rd party consensus, out of nowhere?

by josefritzishere

2 subcomments

For the life of me I do not understand why the board of directors doesnt remove Musk. Their decline has been very pronounced in 2025 and his antics are largely to blame.

by expedition32

0 subcomment

I saw 3 Chinese EVs in my mom's apartment complex parking garage. The rest were European. No Tesla's.

by jqpabc123

0 subcomment

by paulpauper

0 subcomment

by languagehacker

1 subcomments

The Tesla board should just put a bumper sticker on Musk that said "I bought this before Elon went crazy". Like, how did you not know.

by everfrustrated

5 subcomments

I don't think people have quite realized Cybercab is also a hedge against vehicle sales dropping. Musk can keep the factory at high utilization by pumping out cabs at cost and start collecting rideshare income.
Tesla just announced Cybercab is now in production.