The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
"This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026," Ives wrote.
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
