Group 1 - Tesla has appointed Jack Hartung, a former Chipotle executive, to its board of directors, effective June [1] - Hartung will also serve on the board's audit committee, making him the ninth member of Tesla's board [2] - The board is under increased scrutiny due to Tesla's challenging start to the year and declining global sales [2][3] Group 2 - There are reports that Tesla's board has begun searching for a new CEO to replace Elon Musk, although both Musk and board chair Robyn Denholm have denied these claims [3] - The company is facing protests and vandalism related to Musk's involvement with DOGE, contributing to its current challenges [3]

Investment Rating - The report maintains a "Hold" rating for Tesla (TSLA.US) and raises the target price to $374.8, indicating a potential upside of 8% from the current price of $347.68 [1][3]. Core Insights - Short-term automotive sales are under pressure, with a significant decline in revenue and profits expected in 2025 due to global economic conditions and production line adjustments for new models. However, long-term growth potential remains strong due to advancements in autonomous driving and robotics technology [1][9]. - The report highlights Tesla's localized production capabilities in North America, Europe, and China, which position the company well to navigate global tariff changes [1]. - The current price-to-earnings (P/E) ratio for Tesla is noted at 145x, reflecting the market's expectations for future growth despite current challenges [1]. Financial Projections - Revenue projections for Tesla show a decline in 2025 to $96.823 billion, a 1% decrease year-over-year, followed by a recovery with expected growth of 21% in 2026 and 15% in 2027 [2][13]. - Net profit is forecasted to drop significantly in 2025 to $5.950 billion, a 16% decrease from the previous year, before rebounding to $8.876 billion in 2026 and $12.068 billion in 2027 [2][13]. - The report provides detailed financial metrics, including a projected basic earnings per share (EPS) of $1.85 in 2025, which is a 42% decrease from prior estimates [13]. Performance Analysis - In the first quarter of 2025, Tesla reported a 9% year-over-year decline in revenue to $19.335 billion, with automotive sales revenue down 20% [11]. - The gross margin for automotive sales decreased to 15.2%, reflecting increased operational costs and competitive pressures [11]. - The report emphasizes the importance of Tesla's investments in AI and robotics, which are expected to enhance future profitability and operational efficiency [9].

The chair of Tesla sold more than $230 million of company stock since Elon Musk’s endorsement of Donald Trump triggered boycotts and protests against his cars, sending its profits and stock price plunging.More than half of Robyn Denholm’s cash haul came from sales in the first four months this year as Tesla stock fell by one-third, according to filings reviewed by The Associated Press. In total, she unloaded hundreds of thousands of shares — more than half her holdings, as dictated by a pre-arranged selling ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Electric vehicle behemoth Tesla (TSLA) is set to roll out its long-awaited robotaxi service to customers next month. Using Tesla’s in-house app, users will be able to book a driverless ride powered by the company’s Full Self-Driving (FSD) software.But before the excitement fully kicks in, federal safety regulators are stepping in with questions. The National Highway Traffic Safety Administration (NHTSA) launched an investigation into Tesla’s FSD system, specifically how it performs in tricky driving conditi ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Tesla's stock has rebounded significantly following its Q1 earnings report, which, despite missing consensus expectations, reset market expectations and alleviated previous concerns [1][5][13] Group 1: Stock Performance and Analyst Sentiment - Tesla shares closed just under $320, marking a nearly 40% increase since the earnings report [1] - Piper Sandler's new price target of $400 suggests a potential upside of approximately 25% from current levels, reinforcing a bullish narrative around Tesla's software and autonomy ambitions [2][8] - Analysts are becoming more constructive on Tesla, indicating a favorable risk/reward setup as momentum builds [2] Group 2: Technical Analysis - Tesla has broken out of a double bottom pattern, a strong reversal indicator, confirmed by price action and volume [3] - Momentum indicators, including RSI and MACD, show bullish trends, suggesting further upward potential [4] Group 3: Earnings Report Insights - The Q1 earnings report revealed margin pressures due to price cuts and competition, but the focus shifted to Tesla's strategic plans and CEO Elon Musk's commitment to the robotaxi platform [5][6] - The announcement of a next-generation, lower-cost vehicle production starting in the second half of 2025 alleviated demand concerns and highlighted long-term volume ambitions [7] Group 4: Software and Autonomy Potential - Piper Sandler emphasizes Tesla's Full Self-Driving (FSD) software as a transformative growth lever, with potential for significant gross margin and valuation upside [9][10] - Analysts believe Tesla's unique position in the race toward higher levels of autonomy could enhance its market position [9] Group 5: Valuation Debate - Tesla's current P/E ratio exceeds 175, raising debates about its valuation compared to traditional automotive standards versus high-growth tech companies [11] - Supporters argue that Tesla's vertical integration and software capabilities justify a premium, while critics point to declining margins and competition as cautionary factors [12] Group 6: Future Outlook - The recent rally has rekindled long-term narratives that previously drove Tesla's valuation, with key milestones in autonomy and next-gen vehicles on the horizon [13][14]

The price of electric vehicles rose in the month of April, the potential result of tariffs and less incentives. Tesla Inc TSLA led the way in the U.S. for the month, but its Cybertruck may be a disappointment.What Happened: Tesla was the leader for electric vehicle sales in the U.S. in 2024, but saw its market share continue to decline with more entrants in the sector.The company faces potential brand damage in 2025 thanks to CEO Elon Musk's political involvement.In April, Tesla led the way for electric veh ...

Elon Musk does not follow. He builds, and others orbit.This is not about fanfare. It is about historical cycles, timing, and the alignment of power, capital, and attention. My best stock pick for 2025 is $TSLA, because no other public company sits at the center of so many converging forces, artificial intelligence, energy independence, global mobility, and social engineering. I am also betting on the eventual IPO of X, Musk's media platform, which will stoke speculative capital and narrative momentum around ...

Have you evaluated the performance of Tesla's (TSLA) international operations during the quarter that concluded in March 2025? Considering the extensive worldwide presence of this electric car maker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has ...