Truist Cuts Tesla (TSLA) PT to $439 as Record Energy Storage Offsets Q4 Delivery Miss

Tesla Inc. (NASDAQ:TSLA) is 1 of the most buzzing stocks to put successful according to hedge funds. On January 2, Truist expert William Stein lowered the firm’s terms people connected Tesla to $439 from $444 with a Hold standing connected the shares. Following the company’s Q4 2025 announcement of 418,000 deliveries, Truist characterized the consequent banal betterment arsenic a better-than-feared absorption from investors. While conveyance deliveries lagged, vigor retention deployments exceeded expectations.

However, Truist maintains that the halfway concern thesis should displacement toward AI initiatives, specifically Full Self-Driving/FSD. The steadfast argues that Tesla’s semipermanent currency travel and banal valuation are present driven much by these AI advancements than by accepted automotive transportation metrics.

On this day, Tesla Inc. (NASDAQ:TSLA) reported record-breaking show for Q4 2025, highlighted by the deployment of 14.2 GWh of vigor retention products. In presumption of conveyance accumulation and logistics, the institution produced a full of 434,358 vehicles and delivered 418,227 units during the quarter. The immense bulk of this measurement was driven by the Model 3/Y line, which accounted for 422,652 units produced and 406,585 delivered. Other models contributed 11,706 successful accumulation and 11,642 successful deliveries. Notably, 3% of full Q4 deliveries were taxable to operating lease accounting.

The full-year results for 2025 amusement important standard crossed some automotive and vigor sectors. Tesla produced a cumulative 1,654,667 vehicles and delivered 1,636,129 units passim the year. The Model 3/Y remained the superior maturation operator with 1,600,767 units produced and 1,585,279 delivered, portion different models totaled 53,900 successful accumulation and 50,850 successful deliveries. Additionally, the company’s vigor retention concern achieved a full of 46.7 GWh successful deployments for the full year.

Tesla Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells EVs, and vigor procreation and retention systems successful the US, China, and internationally done 2 segments: Automotive and Energy Generation & Storage.

While we admit the imaginable of TSLA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double successful 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This nonfiction is primitively published at Insider Monkey.