Group 1 - Tesla's stock has increased by 54% over the past year despite facing multiple external challenges, including tariffs, declining global sales, and increased competition in China [2][8] - The company is experiencing pressure on its used-car pricing, with used Teslas selling almost at the same price as average used cars, while the broader used car market is recovering [3][6] - To combat declining sales, Tesla has introduced leasing options for certified preowned vehicles, offering deals such as $0 down leases starting at $215 per month for 24 months [4][5] Group 2 - Tesla has raised the price of the high-end Cybertruck model to $114,990, introducing a "Luxe Package" that includes Full-Self Driving and other benefits, but this pricing change may not significantly impact overall deliveries or financial performance [7] - Investors are hopeful for earnings growth driven by autonomous vehicles, but the transition from a traditional automaker to a company focused on self-driving technology and AI may alter the original investment thesis [8]
Is This a Good Move or Desperation From Tesla?