Hyperdrive
Tesla Seen Staying as Top EV Seller in US Through 2026, Buoyed by Discounts
A Tesla dealership in Austin, Texas.
Photographer: Brandon Bell/Getty ImagesThis article is for subscribers only.
Tesla Inc. is poised to remain the top seller of electric vehicles in the US through at least 2026 as it benefits from renewed sales momentum sparked by a recent discounting binge, according to a new report.
The automaker’s models should account for 18% of the domestic EV market that year, BofA Securities analyst John Murphy predicted in his annual Car Wars report. That will leave General Motors Co. and Ford Motor Co. to fight for second place, with about 14% share each, followed by Stellantis NV at 8%.