Tesla(US:TSLA) Zhi Tong Cai Jing·2025-07-09 12:37Core Viewpoint - Analyst Dan Ives from Wedbush Securities urges Tesla's board to establish rules regarding CEO Elon Musk's political activities, emphasizing that the ongoing situation must come to an end [1] Group 1: Analyst Recommendations - Ives suggests three key recommendations for Tesla's board: a new compensation plan granting Musk 25% voting control, regulations on Musk's working hours at Tesla, and oversight of his political activities [1] - Ives highlights that Tesla is entering a critical phase in its development cycle, particularly concerning autonomous driving and robotics, and that Musk's political endeavors could detract from these priorities [1] Group 2: Market Reaction - Following Musk's announcement of forming a new political party, Tesla's stock price fell nearly 7% on Monday [1] - William Blair expresses similar concerns, indicating that investors may grow weary of Musk's distractions at a time when the company needs his focus on promoting autonomous taxi services [1] Group 3: Valuation Insights - Analyst Luca Socci from Seeking Alpha notes that recent fluctuations in Tesla's stock price are more influenced by political factors than by the company's business fundamentals [1] - Socci suggests that if Musk's leadership and founder role are valued at $500 billion, Tesla's valuation might seem reasonable, but he views this as a sell signal [1]