Wall Street Journal cites Motor Intelligence data showing Tesla's share of the U.S. electric-vehicle market rose to 52% in the first eight months of 2026, up from 43% a year earlier, amid retreat by legacy automakers. Tesla's U.S. deliveries YTD are

2026-09-13

Wall Street Journal cites Motor Intelligence data showing Tesla's share of the U.S. electric-vehicle market rose to 52% in the first eight months of 2026, up from 43% a year earlier, amid retreat by legacy automakers. Tesla's U.S. deliveries YTD are 325,351 units, down 16% YoY; the wider U.S. EV market contracted about 30% YoY. Tesla's share had exceeded 80% historically but fell to a record low of 41% in 2025 after increased EV launches from Hyundai, Ford and GM and reputational fallout tied to CEO Elon Musk's political activity, including store protests. The Austin-based company is regaining share despite signaling a de-emphasis of its core auto business.