Tesla

Tesla bulls believe the electric vehicle maker is far more than just a car company. Tesla bears disagree, of course, pointing out the vast majority of its profit comes from selling EVs. Based on Tesla’s growing list of competitors, the bulls are winning. That doesn’t mean it’s clear sailing for Tesla stock, though. The new competitors are formidable. Friday, Bloomberg and Reuters reported that Meta Platforms was investing in humanoid robots. Sunday, Bloomberg added that Apple was working on humanoid robots, too. Meta and Apple didn’t immediately respond to a request for comment. Tesla has been working on those since a person in a robot costume danced on stage at an artificial intelligence showcase in 2021. The thing that links Meta, Apple, and Tesla in robotics is AI, which is getting good enough to train cars to drive themselves as well as or better than humans and train humanoid robots […]

Tesla stock snapped a five-day losing streak on Wednesday. Giving investors a chance to think about rewards instead of just the risks. Shares of the electric vehicle maker were up 1.32% in after-hours trading on Thursday at $340.95, after rising 2.4% on Wednesday. S&P 500 and Dow Jones Industrial Average futures were down 0.1% trading flat, respectively. “Tesla’s stock has been under heavy pressure for a myriad of reasons in 2025 after a historic run post President [Trump’s] win in November,” wrote Wedbush analyst Dan Ives in a Wednesday evening report. “Myriad” includes CEO Elon Musk’s political activities at DOGE, his OpenAI bid, self-driving competition from BYD, weaker-than-expected fourth-quarter earnings, and even h0tter-than-expected monthly inflation data. Higher inflation makes it less likely interest rates are coming down, and higher rates make buying a new Tesla, or any new car, more costly when buyers finance part of the purchase. Ives still

$Tesla (TSLA.US)$ stock is mired in a terrible losing streak, and there is no shortage of suspects to blame for the decline. So Barron’s gathered a police lineup and asked people to identify the culprit. We also asked market technicians what’s next for the stock. Coming into Wednesday trading, Tesla stock dropped for five consecutive trading days, losing about 16% in the process. Shares were down about 23% since the Jan. 20 presidential inauguration and about 32% from a record closing high of almost $480 in mid-December. Tesla stock was down 0.5% in after-hours trading at $326.75, while S&P 500 and Dow Jones Industrial Average futures were both falling 0.1%. Why the drop? Investors might blame Elon Musk’s role in the newly created Department of Government Efficiency or his unsolicited $97 billion bid to control OpenAI. It could be the competitive threat from China’s BYD or just market randomness. Barron’s put

Tesla stock was trying to avoid a third consecutive day of declines as investors weighed what big price increases for Tesla’s most popular cars in Canada mean for overall EV pricing and demand in 2025. Shares of the electric vehicle maker were up 0.2% at $414.31 while S&P 500 futures were off 0.1% and Dow Jones Industrial Average futures were up 0.1%. That Tesla stock is wavering is probably not a surprise. Tesla’s Canadian website says that Model 3 prices will increase up to $9,000 on Feb. 1. A Model 3 in Canada starts at about $56,000. The high-end version of the 3 starts at $71,000 so a $9,000 hike is equivalent to a roughly 13% increase. Model Y prices could go up $4,000 on Feb. 1. A Model Y starts at bout $61,000 in Canada. The high-end version of the Y starts at about $70,000 so a $4,000 hike

Tesla (TSLA) will likely focus resources and its narrative on physical artificial intelligence technology projects, Oppenheimer said in a note to clients Thursday ahead of the company’s Q4 earnings on Jan. 29. “We anticipate the company to be aggressive on framing its progress on AI related applications,” said Oppenheimer analysts including Colin Rusch. The analysts said that Tesla Chief Executive Elon Musk has already indicated an over 8 times expansion of mean time between failures on the company’s full-self driving application. “We anticipate the company will also tout an increase in total miles driven and provide updated progress on humanoid dexterity,” the note said. However, there will also be “further moderation of near-term vehicles growth expectations as part of a strategic focus on AI,” the analysts said. Oppenheimer now expects 9% unit growth this year and 12% in 2026, but said there’s potential for downside to those forecasts if Model

Tesla (TSLA) will likely temper vehicle sales growth expectations for this year and put more emphasis on the potential of its physical artificial intelligence technology, Oppenheimer said in a note to clients on Thursday. The brokerage lowered its fourth-quarter revenue estimate to $27.5 billion from $28.4 billion and its adjusted earnings per share estimate to $0.81 from $0.83. Analysts surveyed by FactSet are modeling revenue and adjusted EPS of $27.08 billion and $0.76, respectively. Earlier this month, Tesla reported fourth-quarter deliveries of 495,570 vehicles, which was up year over year but below the FactSet-polled consensus at the time. For 2024, Oppenheimer decreased its top-line forecast to $99.5 billion. The consensus on FactSet is for full-year revenue of $99.56 billion. A group of the brokerage’s analysts, including Colin Rusch, said their reduced expectations reflect moderating demand in the US and European Union. “We anticipate (Tesla) to continue focusing resources and its

Electric-vehicle charging stocks, but not the operator of the biggest U.S. charging network, are falling again in response to President Trump’s flurry of post-inauguration executive actions. In midday trading Wednesday. EVgo stock was off 5.7%, while ChargePoint and Blink Charging shares were down 1% and 3.1%, respectively. The S&P 500 and Dow Jones Industrial Average were up 0.8% and 0.3%, respectively. Shares of the three companies were down about 7% for the week, on average, bringing their loss since the Nov. 5 election to about 40%. Stock in Tesla, the leader both in EV production and charging, was down 0.3%, for a loss of 0.9% for the week and a surge of 68% since the election. The new president doesn’t want funds earmarked for charging infrastructure during the Biden administration to be distributed. It is another headwind to EV adoption in the U.S. “All agencies shall immediately pause the disbursement

Wedbush Securities analyst Dan Ives has raised Tesla Inc.’s (NASDAQ:TSLA) price target to $550, signaling growing confidence in the electric vehicle manufacturer’s demand and autonomous potential under President Donald Trump’s administration. What Happened: Ives characterized the emerging landscape as a “golden era” for CEO Elon Musk and Tesla heading into 2025. The price target increase comes amid complex market dynamics, including challenges in vehicle deliveries and potential policy changes. Tesla’s U.S. deliveries declined 5.6% in 2024 to 633,762 units, yet the company remains the dominant electric vehicle brand nationwide. Simultaneously, debates around Tesla’s future have intensified. Investor Gary Black cautioned against inflated expectations for the Optimus robot program, estimating it could add only $0.70 to earnings per share by 2027. Bank of America analyst John Murphy valued the Optimus segment between $14 billion and $95 billion, representing just 2% of Tesla’s total estimated value. We do not include Optimus yet in our valuation. Bull case is $650 — Dan

President Donald Trump vowed to eliminate the electric vehicle mandate in his inaugural address. There is no mandate. His statement can mean a few things for Tesla and the U.S. auto industry. “We will end the Green New Deal and we will revoke the electric vehicle mandate, saving our auto industry and keeping my sacred pledge to our great American autoworkers,” said Trump in a speech from the Capitol. “You’ll be able to buy the car of your choice.” The “mandate” amounts to Environmental Protection Agency (EPA) rules requiring auto makers to sell all battery electric vehicles to avoid hefty emissions-related fines. Trump can relax EPA emissions standards in a rule-making process. That doesn’t end the “mandate” entirely. The California Air Resources Board, or CARB, regulates Californian emissions and several other states follow its standards. Trump could attempt to eliminate a federal waiver that allows California to pre-empt the EPA. If Trump

Tesla (TSLA) is set to make “great strides” in autonomous vehicle development over time, with an initial introduction of its unsupervised AV fleet in cities likely next year, Morgan Stanley said in a note e-mailed Monday. In October, the electric vehicle maker unveiled prototypes of a two-seat vehicle called “Cybercab” and a 20-person vehicle, “Robovan.” Morgan Stanley raised its price target on the company’s stock to $430 from $400 following a review of Tesla mobility, or robotaxi, with the business seen contributing $90. The brokerage continues to see the EV maker’s stock as a top pick. Morgan Stanley said its base case calls for 7.5 million vehicles in the Tesla mobility fleet by 2040 and revenue per passenger mile of $1.46. Alphabet’s (GOOG, GOOGL) Waymo operates at $2.40 per mile, in line with Uber’s (UBER) US gross bookings, the brokerage said in a note to clients. “While we expect an

Tesla (TSLA) directors received court approval for a settlement of up to $919 million to resolve claims they overpaid themselves, Reuters reported Wednesday, citing an attorney and a shareholder. The settlement requires board members, including Chair Robyn Denholm, to return about $277 million in cash and $459 million in stock options, and to relinquish stock options worth $184 million, the report said. Other directors named in the case included James Murdoch and Oracle (ORCL) co-founder Lawrence Ellison. The Delaware judge also granted law firms that brought the case $176 million in fees and costs, the report said. The directors did not admit wrongdoing, Reuters added.

The autonomous- vehicle “revolution has arrived” and the “robotics era is just around the corner,” Nvidia CEO Jensen Huang said this week. He sounded a lot like Elon Musk — a vindication for the Tesla CEO. In his keynote address at the CES trade show in Las Vegas on Monday night, Huang outlined a number of amazing — and sometimes hard to understand — advancements in artificial intelligence. He spent a lot of time talking about self-driving cars and robots — two killer applications made possible by AI. Three things are bringing self-driving cars to the masses, the Nvidia chief said: AI models capable of driving the cars, AI training simulations that use real and created scenarios to train the models, and powerful AI computers inside vehicles capable of running the ever-improving driving models. That is the same way Musk has been explaining Tesla’s self-driving push for years. Sometimes, investors