On April 2, Tesla (TSLA -3.23%) released its quarterly vehicle delivery report for the first quarter of 2025. Global electric vehicle (EV) deliveries dropped 13% year over year to 336,681, falling more than 53,000 short of the analyst expectations of 390,000 vehicle deliveries (based on Bloomberg data).
Tesla, Inc. has lost its EV leadership to BYD Company, with significant brand damage and a lack of new vehicles contributing to the decline. The robotaxi market presents a massive opportunity, but Tesla faces delays and competition from Waymo and others, risking its first-mover advantage. Despite potential, TSLA stock is risky, trading at high multiples without a clear path to launching transformational services soon.
Tesla, Inc.'s global Gigafactory network mitigates tariff shocks, but its supply chain remains exposed to China and Taiwan risks. A Taiwan conflict would cripple Tesla's chip supply and slash revenue by ~25%. Despite near-term headwinds, Tesla's AI and robotics pivot supports a $280 risk-adjusted 12-month target for TSLA stock.
TSLA's Supercharger network is growing fast, now spanning 65k+ stalls. With NACS adoption and wider access, it's cementing Tesla's position in EV charging.
Shares of Tesla Inc. (NASDAQ:TSLA) may be catching the eye of investors looking for a buy-low opportunity, but if that includes you, proceed with caution.
A longtime Tesla bull has slashed his price target by 43%, arguing that a brand crisis surrounding Elon Musk's work with the Trump administration and President Trump's trade war have created a “perfect storm” for the company.
Shares of Tesla extended losses in early trading Monday, while Wedbush Securities analyst Daniel Ives slashed his price target on the stock by more than 40%. Craig Trudell reports on Bloomberg Television.
Wedbush Securities analyst and long-standing Tesla (NASDAQ: TSLA) bull Dan Ives has slashed the price target for the electric vehicle (EV) manufacturer, citing mounting pressure on CEO Elon Musk.
When it comes to Tesla (TSLA -10.39%), Ark Invest and Cathie Wood are committed to their analysis, even though it falls far from the conventional wisdom. Wood offered updated guidance in March about Tesla stock that suggests it will hit a price of $2,600 within five years.
Wedbush analyst Dan Ives cut his price target to $315 a share from $550.
One of Wall Street's biggest fans of Tesla Inc. and Apple Inc. slashed his price targets for both stocks Sunday in the wake of recent developments.
After Disastrous First-Quarter Sales, Tesla's Stock Is Down 36% This Year. It Can Go Lower