- Tesla shares opened 2026 lower after a softer delivery update and a weekend social media post by Elon Musk.
- Elon Musk posted that he had a “lovely dinner” with Donald Trump and Melania Trump and wrote “2026 is going to be amazing.” See the post on X.
- Q4 deliveries totaled 418,227 vehicles, down 16% year over year and below the roughly 422,850 analysts expected.
- Full-year deliveries fell to 1.64 million from 1.79 million in 2024; BYD sold 2.26 million pure EVs in 2025 and surpassed Tesla as the largest EV maker.
- Tesla will report quarterly earnings on Jan. 28, while retail sentiment on Stocktwits was labeled extremely bearish with high message volume.
On the first trading day of 2026, shares of Tesla opened lower after the company reported weaker deliveries and ahead of its Jan. 28 earnings report. The drop followed a weekend post in which Elon Musk said he had a "lovely dinner" with Donald Trump and Melania Trump and added "2026 is going to be amazing." The post appeared on X.
Shares fell about 2.6% to $438.07 on Friday, marking the stock’s seventh straight loss to start the year. Investors cited the delivery update and rising competition as key concerns.
Tesla reported 418,227 vehicle deliveries in the fourth quarter, down 16% from 495,570 a year earlier and slightly under the roughly 422,850 analysts had expected. For the full year, deliveries totaled 1.64 million, down from 1.79 million in 2024 and marking a second consecutive annual decline.
The company said it deployed a record 14.2 GWh of energy storage products in Q4, up from 11 GWh in the same period a year earlier. Energy storage growth contrasted with the pullback in vehicle deliveries.
BYD delivered 2.26 million pure electric vehicles in 2025 and reported overseas sales of about 1 million, a near 150% increase year over year. BYD set a goal of selling as many as 1.6 million vehicles outside China in 2026.
The public interaction between Elon Musk and Donald Trump follows a 2025 dispute that briefly sent Tesla shares down 14% in a single session. Later in the year, the stock recovered some ground on optimism around full self-driving software, robotaxi plans, and progress on the Optimus humanoid robot program.
Analysts were mixed on the delivery figures. Dan Ives said deliveries were slightly below consensus but above whisper numbers, while Gary Black questioned why the report was seen as bullish and noted that EVs account for about 77% of Tesla‘s operating profits. Retail discussion on Stocktwits showed extremely bearish sentiment and high message volume. The stock has risen 8.5% over the past 12 months.
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