BofA predicts Tesla's US EV market share to decline to 18% by 2026.

Bank of America analysts estimated that Tesla's share of the U.S. electric vehicle market will drop to 18% by 2026, a significant decrease from its 62% share in 2022 and 78% peak in 2018. This is expected as traditional automakers like Ford and General Motors are projected to increase their market share from 8% and 5% respectively in 2022 to 14% each by 2026, resulting in a shift from a 35%/65% split to a 70%/30% split between incumbents and newer entrants like Tesla.