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There’s also a sense that delivery numbers could be stronger than expected, influenced by Elon Musk's retweet of a post suggesting first-quarter deliveries could align with these bullish targets. Such social media signals often stir investor optimism, possibly prompting the stock to respond positively.
European EV Market Growth Accelerated by High Oil Prices
A recent headline from Tesla’s archives highlights a surge in European electric vehicle (EV) sales. In the first two months of 2026, BEV (Battery Electric Vehicles) accounted for 18.2% of all new registrations, up from 15.2% in the previous year—a notable increase translating to over 312,000 vehicles sold.