Tesla(US:TSLA) Sou Hu Cai Jing·2025-04-06 22:56Core Viewpoint - Analyst Dan Ives has significantly lowered Tesla's stock price target from $550 to $315, while maintaining an "outperform" rating, citing a "full-blown brand crisis" triggered by Elon Musk and the impact of global tariff policies under the Trump administration [1][3]. Group 1: Brand Crisis and Political Symbolism - Tesla is facing a brand crisis, with Ives estimating that the company has lost at least 10% of its future global customer base due to self-inflicted brand issues, which could be as high as 20% in Europe [3]. - The company has unfortunately become a political symbol, leading to protests against Tesla dealers globally and damage to Tesla vehicles, exacerbating the brand crisis [3][4]. - Ives emphasizes the need for Musk to step up and demonstrate leadership during this uncertain period to navigate the challenges ahead [3][4]. Group 2: Market Performance and Future Outlook - Tesla's delivery data for the first quarter has been poor, and if Musk does not reduce his focus on government efficiency departments (DOGE) in the coming month, the company may face a difficult year [4]. - Ives is attempting to adjust predictions for 2025 and 2026, but uncertainties related to tariffs, retaliatory measures, and the Chinese market could make these forecasts dynamic [4]. - Despite the current challenges, Ives maintains a long-term bullish outlook on Tesla, acknowledging that this is a critical moment for Musk to turn the situation around, as the brand's political image is increasingly damaged [4].