Skip to content S&P 500 6,901.20 +0.19% Dow Jones 47,882.10 +0.55% Nasdaq 100 25,944.50 +0.21% Russell 2000 2,518.81 -0.27% FTSE 100 9,721.60 +0.40% Nikkei 225 50,633.20 +0.10% Home >Investing >Elon Musk Could Walk Out of Tesla and Not Come Back Investing Elon Musk Could Walk Out of Tesla and Not Come Back ByDouglas A. McIntyre Oct 28, 2025 9:10 am This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. How to Add Us to G ...

Core Insights - Tesla's European sales in September were 39,837 vehicles, reflecting a decrease of 10.5% compared to previous periods [1] Company Performance - The sales figure of 39,837 vehicles indicates a significant decline in Tesla's market performance in Europe for the month of September [1] - The 10.5% drop in sales may suggest challenges in maintaining market share or responding to competitive pressures in the European automotive market [1]

Tesla CEO Elon Musk's polarizing political actions since acquiring Twitter, later rebranded X, in 2022 dramatically hurt the automaker's U.S. sales, underscoring how deeply its fortunes are intertwined with the billionaire's persona. ...

Core Viewpoint - Tesla's recent communication to investors emphasizes the urgency of approving Elon Musk's $1 trillion compensation plan, framing it as essential for retaining his leadership and ensuring the company's growth potential [1][11]. Group 1: Compensation Plan Evolution - The board's initial 10-year compensation plan for Musk, valued at approximately $55 billion, was approved in 2018 but later rejected by a Delaware judge in 2024 [3]. - Following the rejection, Tesla attempted to reaffirm the plan, citing fairness and the need to honor commitments made to Musk [9]. - The 2025 proposal has shifted focus from fairness to the necessity of retaining Musk's vision and leadership, highlighting the potential loss of value for Tesla without him [11]. Group 2: Investor Communication Strategy - Tesla's chair, Robyn Denholm, has articulated that failing to provide Musk with adequate compensation could result in losing his "time, talent, and vision," which have been crucial for shareholder returns [2]. - The company has actively sought shareholder approval for the compensation package, employing advertisements and countdowns on its website to generate support [15]. - Despite opposition from institutional investors and proxy firms, Tesla's messaging has increasingly emphasized the alignment of Musk's compensation with shareholder interests and performance targets [14]. Group 3: Structural Changes in Compensation - The latest proposal allows Musk to vote with earned shares before they vest, enhancing his voting power compared to the previous stock options [12][13]. - Significant pay-for-performance measures are included in the new plan, aiming to address concerns regarding the size of the compensation by linking it to specific performance milestones [14]. - The board's independence and ability to monitor management remain points of contention, with ongoing skepticism about the governance structure [16][17].

Gary Black, managing partner at The Future Fund, believes Tesla Inc. (NASDAQ:TSLA) shareholders are overwhelmingly likely to approve CEO Elon Musk's proposed, nearly $1 trillion pay package at the upcoming November 6 meeting.TSLA is showing positive momentum. See the market dynamics here.‘Near Zero Chance’ of RejectionOn Monday, in a post on X, Black said, “There is a near-zero chance that $TSLA shareholders will vote down Elon's new proposed comp plan,” which could be worth as much as $1 trillion, making i ...

Core Insights - Elon Musk's political actions have significantly impacted Tesla's sales, with estimates suggesting a loss of over 1 million unit sales in the U.S. due to his polarizing views [2][3]. Group 1: Impact on Sales - Research indicates that between October 2022 and April 2025, Tesla could lose up to 1.26 million unit sales, which represents 67% to 83% of the actual sales during that period [3]. - Competitors have benefited from Musk's political stance, with their sales increasing by 17% to 22% since October 2022 [3]. Group 2: Political Involvement - Musk has been an active supporter of right-wing politics, reportedly contributing over $250 million to Donald Trump's campaign for the 2024 Presidential Election [4]. - His relationship with the Trump administration soured due to policies affecting electric vehicles, which resulted in significant revenue losses for Tesla [5]. Group 3: Criticism and Market Response - Criticism has emerged from political figures like Bernie Sanders, who has condemned Musk's wealth accumulation and his political affiliations [7]. - Musk's compensation package has received mixed reactions from the market, with some investors supporting it while others express discontent [7]. Group 4: Product Performance - The Tesla Model Y has become the best-selling vehicle in Europe for September 2025, selling 25,938 units, despite a reported decline in Tesla's overall sales in the region [8].

Tesla Inc. (NASDAQ:TSLA) Chair Robyn Denholm has cautioned that CEO Elon Musk might step down if the board rejects his proposed $1 trillion pay package.Musk’s Incentives Tied To Shareholder ValuesDenholm, in a letter to shareholders on Monday, stressed the significance of Musk’s leadership and the potential consequences of not approving the proposed pay plan. The letter was issued just days before Tesla’s annual meeting on Nov. 6.The performance-linked compensation plan is designed to keep Musk in the role ...

Tesla's board has warned that CEO Elon Musk could step down if his proposed $1 trillion pay package fails to win shareholder approval at the upcoming annual meeting. The warning, according to Reuters,... ...

The Tesla Inc. (NASDAQ:TSLA) Roadster has always been a bit of an enigma in the auto industry ever since it was unveiled in 2017, but this new job listing by Elon Musk's EV giant suggests the Roadster could finally be on its way.Check out the current price of TSLA here.Tesla Wants Manufacturing Engineers To Develop BatteriesIn a job listing on the automaker's official website on Monday, Tesla said it was looking to hire manufacturing engineers to help with "the concept development and launch of battery manu ...

Morgan Stanley analyst and Tesla Inc. (NASDAQ:TSLA) bull Adam Jonas says that Elon Musk's EV giant has solved autonomous driving.Check out the current price of TSLA here.An ‘Abundance Of Caution' By TeslaIn a new investor note released by Jonas, he claimed that the automaker had "solved" autonomous driving enough to "pull the safety driver at scale in major metros," Jonas said in the note. The analyst also said that the only thing stopping the automaker from pulling the onboard safety operators from its Rob ...