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UBS Slashes Tesla Deliveries Estimate, Flags Concerns About Robotaxis

UBS said concerns are growing that Tesla’s robotaxi business might not “sustainably differentiate.” The bank also lowered its Q1 delivery estimate.

Tesla stock has battled volatility for much of the last 18 months, and UBS says that sagging vehicle deliveries and stiffening competition in the robotaxi space could soon add to investors’ concerns.
UBS analyst Joseph Spark and his team lowered thei… [1489 chars]

Source: Markets Insider | Published: 2026-03-19T17:18:22Z

Credit: Markets Insider

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