Tesla(TSLA) Business Insider·2025-04-21 09:55Core Viewpoint - Elon Musk is facing increasing pressure to prioritize Tesla over his involvement with DOGE, especially as Tesla's performance has significantly declined this year [1][2]. Group 1: Tesla's Current Situation - Tesla investors are anxious ahead of an important earnings report, with analysts indicating a "code-red situation" if Musk continues to focus on DOGE [1]. - The company's stock price has dropped 40% this year, and first-quarter sales were significantly below expectations, leading to concerns about a "brand crisis tornado" [2]. - Wedbush Securities has reduced its 12-month price target for Tesla from 315, highlighting the company's transformation into a "political symbol" [2]. Group 2: Shareholder Concerns - Shareholders have raised questions regarding potential impacts from political tariffs and whether Musk should concentrate solely on Tesla [3]. - Investors are also seeking updates on Tesla's upcoming robotaxi launch and the development of a more affordable electric vehicle, which has faced delays [4]. Group 3: Analyst Insights - Analyst Dan Ives remains optimistic about Tesla's future, citing Musk's innovative history and the company's AI and robotics plans as positive indicators [4]. - However, Ives believes Musk's involvement with DOGE is negatively affecting demand for Tesla vehicles and contributing to protests, which he links to disappointing first-quarter deliveries [5]. - Ives emphasizes the need for Musk to clarify plans for the robotaxi service and address concerns regarding his political role during the earnings call [5][6].