Tesla Stock (TSLA) Soars After Unexpected Delivery Numbers—What the Jump Means for Investors

Updated May 27, 2025—8:45 a.m. ET Tesla Inc. (NASDAQ: TSLA) jumped nearly 3 % in pre-market trading Tuesday, extending a five-week rebound that has added roughly 40 % to the share price since the late-April earnings release. The latest uptick follows reports that the White House will slow the pace of additional tariffs on Chinese-made electric vehicles, easing fears of a protracted trade war that could raise costs for Tesla’s U.S. lineup. Investors are also betting on CEO Elon Musk’s renewed “24/7” focus on the company after a series of distractions earlier this year. Europe remains the weak spot. March deliveries in the region fell 28 % year over year, an improvement from the 43 % slide seen in January and February, but still a stark contrast to the double-digit growth enjoyed by rival EV makers. Tesla’s market share for the first four months of 2025 has nearly halved to just 1.1 %, reflecting intensifying price competition from Chinese brands. Despite the spring rally, TSLA is still down about 10.5 % for 2025, underperforming the S&P 500’s 1.1 % loss as investors weigh falling margins against the long-term promise of autonomous driving and the next-generation “Robotaxi” platform. Key levels to watch today are the $350 resistance zone—where the stock stalled in early February—and the 200-day moving average near $333. A close above $350 would open the door for a run toward $385, while failure to hold $330 could invite profit-taking back to the $310 support band. For long-term investors asking “Should I buy TSLA now?”, the fundamental debate hinges on three variables: • How quickly Musk can stabilize European and Chinese volumes without further price cuts. • The timeline for wide release and potential licensing of Full Self-Driving software. • Progress on the 4680 battery ramp that underpins the Model Y refresh and upcoming compact model. Analysts remain split; bulls cite the 2025-2026 product pipeline and high-margin software upside, while bears warn that the EV price war could erode profitability faster than cost improvements arrive. With heightened volatility and one of Wall Street’s most liquid option chains, TSLA is likely to stay at the center of the market’s attention as the second-quarter delivery countdown begins.