Tesla Q1 delivery miss sets up ‘challenging path,’ says Barclays

TipRanks

Thu, Apr 3, 2025, 7:55 AM 1 min read

Barclays analyst Dan Levy says Tesla (TSLA) reported Q1 deliveries of 336,000 units, below the consensus estimate of 363,000. The inventory builds 27,000 missed Barclay’s estimate of a 20,000 drawdown, the analyst tells investors in a research note. The firm believes the “weak” Q1 sets up a “challenging path” for even flat year-over-year volume in 2025 for Tesla. A steep ramp is required, with likely reliance on a “still unknown” Model 2.5, Barclays adds. It has an Equal Weight rating on the shares with a $325 price target

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