After peaking just before Christmas at a fresh all-time high, Tesla shares have fallen for four consecutive trading sessions, erasing nearly 8% of their value since that peak. The stock closed lower on December 29 for the fourth straight day, marking the longest losing streak since early October and signaling a shift in investor sentiment following the hard-fought rally that took the shares above prior resistance levels around late November highs.

On its investor relations page, Tesla released a consensus forecast compiled from analysts for fourth-quarter 2025 vehicle deliveries that is noticeably below the broader Wall Street estimates. While many firms had been modeling deliveries in excess of 450,000 units, the company-published consensus centers closer to 420,000 units, suggesting a sequential decline from Q3’s figures and underscoring potential headwinds in production ramp and supply chain constraints as it prepares to report official delivery numbers in early January.

Tesla’s Full Self-Driving (FSD) fleet has now logged nearly 7 billion miles of autonomous driving data, with approximately 2.5 billion miles recorded on urban streets. That volume of real-world usage data—up from 5.8 billion total miles at mid-year—provides a critical foundation for Tesla’s neural network training and software refinement, reinforcing the company’s competitive edge in autonomous technology and offering investors a tangible metric of progress toward broader commercial deployment.