Tesla's stock saw an increase on the first trading day of 2026, despite reporting fourth-quarter 2025 delivery numbers below Wall Street expectations. The company delivered 418,227 vehicles in Q4, contributing to a full-year total of 1.64 million, an 8.6% decrease from 2024. Production also saw a year-over-year decline. However, Tesla's energy segment showed growth, with a 14.2 GWh deployment of battery storage systems in Q4. The company faces increasing competition from global automakers, and its European market share has declined significantly.