According to Sawyer Merritt, Wedbush analyst Dan Ives commented that Tesla's Q4 2025 delivery results, with 418,227 vehicles delivered (slightly below Wall Street's expectation of 422,850), are better than feared and indicate a positive turning point for Tesla heading into 2026. The market is likely to interpret these figures as evidence of stabilizing demand. Ives emphasized that investor focus is shifting toward Tesla's autonomous driving initiatives powered by artificial intelligence, which are seen as the next significant growth driver for the company. Additionally, Tesla achieved a record deployment of 14.2GWh of energy storage in Q4, up 29% year-over-year, highlighting the company's expanding presence in AI-driven energy solutions (Source: Sawyer Merritt, Twitter).

According to Sawyer Merritt (@SawyerMerritt), Tesla deployed a record 14.2GWh of energy storage in Q4 2025, marking a 29% year-over-year increase. This significant growth highlights how AI-powered energy management platforms are driving efficiency and scalability in grid-scale storage solutions. Tesla’s integrated use of AI in optimizing energy dispatch and predictive maintenance enhances system reliability, opening new business opportunities for utilities and smart grid operators looking to leverage AI for renewable integration and peak demand management. Source: Sawyer Merritt on Twitter.