Tesla's China Problem Gets Harder to Ignore

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) is facing another competitive test in China after BYD, Xiaomi and XPeng all posted strong October sales while Tesla's domestic performance remained under pressure. BYD sold 490,168 new energy vehicles in October, up 11% from a year earlier and 5.7% from September. It marked the company's highest monthly sales total of 2026 and its sixth consecutive month of year-over-year growth. Warning! GuruFocus has detected 8 Warning Signs with TSLA. Is TSLA fairly valued? Test your thesis with our free DCF calculator. The international picture was even stronger. BYD's overseas sales jumped 102.