Elon Musk Expects Tesla Output To Double Over Next Couple Of Years, But Gene Munster Predicts Number To Drop Before A Surge In 2026

Benzinga

Tesla faces near-term delivery challenges but could see growth in 2026, according to Deepwater Asset Management’s Gene Munster. Munster predicts a 5% decline in deliveries for 2025 before a 40% rebound in 2026.

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00:00It's Benzinga bringing Wall Street to Main Street.

00:02Tesla faces near-term delivery challenges but can see growth in 2026 according to Deepwater

00:07Asset Management's Gene Munster. Munster predicts a 5% decline in deliveries for 2025 before a 40%

00:13rebound in 2026. Prediction aligns with CEO Elon Musk's goal to double U.S. vehicle production.

00:19Tesla plans to expand capacity by 60% this year, an additional 25% expected in 2026.

00:25S&P Global Mobility data shows an 11% drop in Tesla's U.S. registration in January,

00:30while rivals gained over 40%.

00:31Wedbush's Dan Ayers warned Musk's government role creates instability for Tesla shareholders.

00:36For all things money, visit Benzinga.com slash GSTV.

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