We are just two months from 2025 and Tesla is living an extremely complicated moment. In 2024 he did not get his sales to grow, an anomaly for the company. And 2025 does not advance well. At the moment, we have the performance of two months but the data is extremely bad in all markets.
And his actions are being resented.
More than $ 100. Did you have 10 shares of Tesla exactly one month ago? We have bad news. In the last four weeks its value has gone from just over $ 3,700 to about $ 2,700. Yes, for each of them, The value of the action has fallen $ 100.
It is a fall that some analysts justify referring to Cult stock. That is, an action that costs more for what it promises to be worth in the future than for what it really is worth. These are actions that are based on future promises or financing rounds that promise to be the fundamental pillar to carry out groundbreaking products.
In the case of Tesla, the action of the car company has always understood as a good example of this type of case. For years, the company has only given losses And it has been sustained by the support of some investors that They have blindly believed in Elon Musk. After much sustaining they have proven that the company could become profitable.
A vicious circle. In October 2024, Tesla’s action exceeded a little dollars. Today it costs a little less than 270 dollars but we have an excessive growth that came to place the value of the action on the border of the $ 480. It happened in mid -December 2024 as a result of the promise of a robotaxi that will be in operation (if fulfilled) before 2027.
However, the balloon has been undoing in the last two and a half months to the point that the action has lost 20% of its value in the last month. The diverse fall may be due to the aforementioned market correction but sales are not accompanying.
How much is correction and how much of bad results in the fall of the actions? It is difficult to know. The truth is that, indeed, we have both data at the same time, so photography for the company is really bad.
Sales in China. Tesla did not come so few cars in China since August 2022. The data is collected Reuters And they have contributed them China passenger cars association. They indicate that Tesla has delivered in February 30,688, 49% less than in the same month of February 2025. The figure is really low since January was not good and, despite everything, he delivered 63,238 electric vehicles.
The figure is even more dramatic if we take into account that Byd (who also sells plug -in hybrids) placed 318,233 units in the market, growing more than 161% compared to the same month last year.
Sales in Europe. After China, the largest electric car market is Europe. And the company’s performance in what we have been from the year is also being bad. As you can compare in the upper graph only in Germany, France and the United Kingdom, the company has managed to exceed 1,000 units sold last February when last year did it in all registered markets.
At this point of the year, Tesla had sold 46,243 cars in the European market (adding United Kingdom and the Nordic countries) in 2024. We still do not have consolidated data of the entire market but the data in the main markets are the following between February 2024 and 2025:
- Germany: -76%
- France: -26%
- Norway: -48%
- Denmark: -53%
- Portugal: -52%
- Sweden: -42%
Only Spain remains in the annual difference in numbers similar to those of the previous year (although the month of January was catastrophic) and the United Kingdom is the only country in which Tesla grows in February although it also lost ground in January of this year.
Sales in the United States. In the United States, tracking sales is more complicated since the company does not offer specific data by regions. In Europe and in China, country data can be traced by country but in the United States the delivery of the data progresses.
The last ones we have refer to the end of 2024. When it ended last year, the registrations in California (the main market of the country) of Tesla had been reduced, at least 8% in the last quarter of the year and 12% in the global of the year. According to the calculations collected by Cleantechnicain California, 50,000 units of the company were stopped between the sum of Tesla Model 3 and Model Y.
Click on the image to go to the original Reddit thread
The rivals squeeze. To show the data collected in Germany. The German country is the main European market for the electric car and the lack of purchase aids should be a commercial advantage for Tesla, if we follow the logic that Elon Musk himself must be applying in the United States.
However, taking as a reference the data last year and those that we have of 2025, most companies have grown up in Electric market share In the country. The only ones who lose are Porsche, Mercedes, Audi … and Tesla. But the fall of the latter is huge since it has gone from representing more than 20% of sales to be below 5% market share.
In China the news is, again, very bad since Byd is squeezing to the point of give away your driving aid functions to continue adding values added to the purchase. A strategy with which, in addition, Tesla hoped to earn (a lot) money.
Will it turn around? Logic says yes. It is very likely that these sales are influenced by the arrival of the renewed Tesla Model and. In Shanghai, the factory had to stop to adapt the lines of assembly, which has had to damage sales in these first months.
In Europe, something similar happens. The first registered units of the renovation will begin to see them in the coming months but taking into account that it came with a very high price Sales may accumulate at the end of the year. First for those who have expected the relaunch and, second, for which they have finished convincing with the arrival of cheaper options.
And the actions? It is something that only time will say. Keep in mind that the value of the action depends on the worst sales also as if Tesla continues to advance in the autonomous car market, for example. Nor is it known to what extent is the political attitude of Elon Musk rejection.
Keep in mind that in Europe they have already been given concentrations and Vandalism acts for your support for ultra -right games but in the United States, where it is facilitating the dismissalthe public image can be even more decisive when buying the next car.
Photo | Google and Tesla
In Xataka | Tesla’s most buoyant business is also the most unknown: energy generation and storage
GIPHY App Key not set. Please check settings