Tesla Inc has released its second-quarter production and delivery results for 2025, and the numbers are impressive. The company produced 410,244 vehicles and delivered 384,122 globally, with the popular Model 3/Y vehicles accounting for the vast majority of these figures.
Key Highlights
- Production and Delivery Numbers: Tesla produced 410,244 vehicles and delivered 384,122 globally in the second quarter of 2025.
- Model 3/Y Sales: The Model 3/Y vehicles accounted for 373,728 deliveries for the quarter.
- Energy Storage Products: The company deployed 9.6 GWh of its energy storage products.
Expert Insights
Fundstrat’s Tom Lee recently dismissed the impact of government subsidies on Tesla’s success, calling the company’s magic a “granny shot” powered by Elon Musk, AI, and massive data. Lee emphasized that Tesla’s core strengths lie in its engineering talent, manufacturing expertise, and leadership, which he believes are the true drivers of its valuation.
Company Developments
- CEO Elon Musk to Oversee Sales: Elon Musk is reportedly set to personally oversee the company’s sales operations in the United States and Europe, following the departure of executive Omead Afshar.
- Introduction of Affordable Models: Tesla plans to introduce more affordable models to its vehicle lineup in 2025 to help spur further growth.
Analyst Ratings
Recent analyst ratings show a divided outlook on the stock. Some analysts have reiterated their Outperform and Buy ratings, while others have maintained Sell ratings.
- Wedbush: Reiterated Outperform rating with a price target of $500, implying nearly 60% upside.
- Benchmark: Maintained Buy rating with a price target of $475.
- Guggenheim and UBS: Maintained Sell ratings with price targets of $175 and $215 respectively.
Price Action
Tesla shares are trading higher by 2.2% to $307.34, with a 52-week high of $488.54 and a 52-week low of $182.00.
How to Buy TSLA Stock
Investors can purchase Tesla stock through a brokerage platform or gain access to shares through an exchange-traded fund (ETF) or a mutual fund. ETFs can provide exposure to the Consumer Discretionary sector, which includes Tesla.
- Brokerage Platform: Purchase a share or fractional share of Tesla stock directly.
- ETF: Invest in an ETF that tracks the Consumer Discretionary sector, which includes Tesla.
- Mutual Fund: Allocate to a mutual fund that seeks to acquire shares in Tesla or other companies in the sector.