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China is still BYD's biggest problem, but the picture is starting to stabilize, with domestic sales declines narrowing while total vehicle sales returned to growth in June and July. Overseas sales are now large enough to materially change BYD's growth mix and offset weakness at home. Europe and Brazil show that BYD can take share outside China, while local production should make that expansion more durable.

Sometimes, the market misprices a story stock by losing focus on the bigger picture.

Tesla (NASDAQ: TSLA | TSLA Price Prediction) and BYD (OTC: BYDDF) just gave investors a fresh way to argue an old question.

BYD has burst onto the global auto scene by surpassing Tesla in full-electric vehicle deliveries and surpassing Ford in total deliveries in 2025. BYD has a new target, surpassing Toyota for No.

BYD failed to break the ranks of the three most popular car models sold in China in recent months, according to Autohome data. Tesla held up well, while Volkswagen was the only traditional foreign automaker.

Tesla (NASDAQ:TSLA | TSLA Price Prediction) just delivered a messy but strategically loud Q2 2026 report, while BYD (OTC:BYDDF) continues to sell more electrified vehicles than anyone on the planet from its Shenzhen base.

Japan's minicar market is known for being challenging, with picky consumers. BYD was the first foreign entry in the Japanese minicar market in years.