A little over two years ago, I argued that Tesla's market share was poised to decline, citing a range of factors—from intensifying competition and supply chain challenges to a less-discussed (at that time), but equally important, variable: Elon Musk's controversial acquisition of Twitter. I predicted that his behavior on the platform would alienate the very customer base most likely to purchase an electric vehicle, eventually impacting Tesla sales.
Investors are looking for evidence Musk's politics are hurting Tesla. It's hard to find, but California might be turning against Musk—slowly.
Tesla China is offering insurance subsidies of 8,000 yuan ($1,103.34) for all Model 3 buyers, the automaker announced on its official Weibo account on Wednesday.
Tesla, Inc.'s growth is stalling, and the company lacks market-leading technology in self-driving and humanoid robots, justifying a bearish rating. Despite huge market potential, Tesla must win in autonomous driving and humanoid robots, where it currently lags competitors like Google's Waymo and Figure. CEO Elon Musk promised paid robotaxi service this June in Austin, but Tesla still needs to fully test the service before it can become operational.
Tesla posted lower sales across five European countries in January, including the United Kingdom and France, as competitors with newer models gained on the electric vehicle maker and polls show public opinion souring on CEO Elon Musk.
@LikeFolio's Andy Swan considers Uber Technologies (UBER) a "great stock, great company" ahead of earnings. However, the development of autonomous driving swerved its future off tracks.
Tesla, Inc.'s Q4 2024 results confirm robust progress, with cautious autonomy deployment boosting long-term prospects. Tariffs present short-term volatility risks. Regulatory hurdles remain, but the improved U.S. environment and methodical FSD rollout underscore resilience amid competitive pressure, especially from China. High valuation multiples reflect intangible brand value; prudent cost management and autonomous pivot sustain growth. Management faces moat degradation risks related to IP and China.
Tesla could soon lose its electric vehicle sales advantage as Washington state lawmakers are taking their third shot at legislation that would give Rivian, Lucid and others the right to offer test drives and sell their vehicles directly to consumers.
President Donald Trump's tariff orders hit electric vehicle (EV) giant Tesla TSLA shares hard. The stock was one of the worst performers in the S&P 500 yesterday.
Tesla, Inc.'s stock is highly speculative, driven by ambitious projects like Robotaxis and humanoid robots, but the current valuation offers little margin of safety. Recent financials fell short, with significant misses in earnings and sales, and a concerning decline in net income and automotive gross profit. Despite promising future initiatives, Tesla's timeline for Robotaxis and other projects remains overly optimistic, warranting skepticism.
Tesla's Autopilot and Full Self-Driving systems are good, but testing group Consumer Reports says they aren't even close to the highest rated.
The world's richest man, Elon Musk — founder of companies like Tesla TSLA, SpaceX and xAI — is known for shaking up industries, whether it's electric vehicles (EVs) or space exploration. This charismatic and arguably the most influential businessman has a dedicated fan base as well as haters.