Tesla sales plunged 13% in the first three months of this year, as the company reported the largest drop in deliveries in its history by far, as backlash against CEO Elon Musk, and growing competition from other automakers’ electric vehicles,

Tesla investors are bracing for a drop in Q1 vehicle deliveries as a backlash against CEO Elon Musk's politics exacerbates weakening demand.

Tesla's operating margin has been on the decline in recent years. Investors now know that EV sales plunged in the first quarter. If operating margin also continued to decline, the stock may have more room on the downside. Watch for that number when the company reports in a few weeks.

Tesla's first-quarter deliveries came in below analysts' expectations and represented a decline of 50,000 vehicles from a year ago, as CEO Elon Musk's political role has drawn protests.

Tesla’s European problems are not over. Some countries have already reported their March delivery numbers,, and despite the new

Some of the first-quarter slowdowns may be due to customers waiting for the updated version of the car. Refreshes for Tesla's full-size Model S and Model X are expected by the end of 2025, potentially setting the stage for a dramatic rebound in deliveries in 2026.

Tesla needs fresh models to stem its sales decline in the U.S., Cox Automotive says. But CEO Elon Musk insists that autonomous vehicles are the future.

Tesla reported almost 336,700 Q1 vehicle deliveries, missing analyst expectations. That's 13% lower YoY and the worst quarterly data since 2022.