# Tesla’s electric vehicle (EV) business has come under pressure as the company shifts.

*business · news · 2026-04-06 · Barchart*

## Key points

- Tesla's Q1 deliveries of 358,023 units missed the consensus estimate of 365,000 units.
- Federal regulators escalated their probe into Tesla's Full Self-Driving system to an engineering analysis.
- Tesla's storage solution deployments grew 49% year-over-year to 46.7 GWh, offsetting automotive declines.
- Active Full Self-Driving subscriptions rose 38% year-over-year to 1.10 million.
- Analysts attribute Q1 volume growth to margin-dilutive subsidy arbitrage in Korea, not organic demand.

**Companies:** Tesla, BYD, Nio, Xpeng
**Countries:** United States, China

[Read the full story on Barchart](https://www.barchart.com/story/news/1162104/358-023-reasons-to-consider-selling-tesla-stock-here)

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