Tesla(US:TSLA) Yahoo Finance·2025-09-29 13:03Group 1 - Analysts are turning bullish on Tesla Inc (NASDAQ:TSLA) despite weak sentiment and soft trends in the auto business, with expectations for a potential rally due to low consensus for Q3 deliveries and the upcoming expiration of a $7,500 tax credit [1] - Tesla's global EV sales fell 14% year over year in Q2, with a notable 12% decline in California, leading to a drop in market share from 60.1% in 2023 to 52.5% in 2024, despite overall EV purchases in California increasing to over 2 million [2] - Tesla's stock saw a rise following the limited commercial rollout of its robotaxi business in Austin, which is viewed as a transformative shift in the automotive industry, alongside plans for new mass-market models and advancements in humanoid robot production [3] Group 2 - The company is facing challenges from competitors in the EV market, necessitating significant efforts to address the demand crisis [2] - Investor sentiment improved after Elon Musk reduced his government-related engagements, which is expected to enhance confidence in Tesla's near-term execution [3] - Tesla introduced a refreshed Model Y globally, featuring design and performance upgrades, indicating ongoing innovation within the company's product lineup [3]