Tesla (NASDAQ:TSLA) shares snapped seven straight sessions of gains, as the stock closed 2% lower at $416.87 on Thursday. The Elon Musk-led EV firm gained about 23% in the preceding seven sessions. Overall, the stock has gained nearly 6% so far this year, compared to ...

Group 1 - Tesla, Inc. (NASDAQ: TSLA) stock has increased by nearly 40% since the last analysis in July, where a Strong Buy rating was issued [1] - The analysis indicates a beneficial long position in TSLA shares through stock ownership, options, or other derivatives [1]

Core Insights - Tesla, Inc. (NASDAQ: TSLA) stock has increased by nearly 40% since the last analysis in July, where a Strong Buy rating was issued [1] Company Performance - The significant rise in Tesla's stock price indicates strong market performance and investor confidence [1]

Core Insights - The federal EV tax credit is set to expire on September 30, 2025, prompting consumers to act quickly to purchase electric vehicles (EVs) before the deadline [1][2] - Awareness of the tax credit is high among consumers, with 70% of EV shoppers aware of it, and 78% indicating it significantly influences their decision to go electric [2] - Demand for new EVs on Cars.com has increased by 33% year over year, while demand for used EVs has risen by 22% year over year [2] Market Trends - New EV inventory grew by 1.4% year over year in August, while average new EV prices increased by 4.1% year over year due to the introduction of more premium models [5] - The used EV inventory surged by 38% year over year, with vehicles selling faster, averaging just 46 days on the lot compared to 66 days a year ago [5] - Tesla's average used EV prices fell by 16.2% year over year, contributing to an overall decline of 3.8% in average used EV prices [5] Consumer Behavior - Nearly half (47%) of potential EV buyers indicated that the elimination of the tax credit may accelerate their purchase timeline, reflecting a sense of urgency in the market [2] - Cars.com has identified top EV picks for 2026, highlighting models such as the Hyundai Ioniq 6, Ioniq 5, Kia EV9, and Chevrolet Equinox EV, which cater to various buyer preferences [3][4][8] Company Overview - Cars.com is the leading automotive marketplace, attracting nearly 26 million in-market consumers each month, providing data and resources to facilitate informed buying decisions [6]

Group 1 - Tesla plans to redesign interior door handles to combine powered and manual releases, addressing safety concerns related to passengers being trapped inside vehicles [1][2] - The design change aims to assist individuals in "panic situations" by merging the electronic and manual release into a single button [2] - The National Highway Traffic Safety Administration (NHTSA) is investigating complaints about Tesla's door handles, particularly regarding incidents where children have been trapped in Model Y vehicles [4] Group 2 - Tesla's design chief, Franz von Holzhausen, mentioned that the company is also considering changes to comply with Chinese regulations that may prohibit concealed door handles [2] - Recent investigations have highlighted issues with both exterior and interior door handles, leading to complaints and lawsuits against Tesla [4] - The NHTSA's investigation may extend to previous reports of drivers being trapped in burning vehicles due to door malfunctions [4]

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Core Viewpoint - Tesla's stock has seen significant gains following the announcement of a new incentive plan for CEO Elon Musk, which is expected to boost investor sentiment and performance [1][2]. Group 1: Stock Performance - Tesla's stock increased by 1,350% from January 2018 to September 2025, significantly outperforming the S&P 500's 130% return during the same period [2]. - Year-to-date, Tesla shares are up 13.3% in 2025, with a month-to-date increase of 27.5%, compared to a 2.7% gain for the S&P 500 [1][8]. Group 2: Delivery Estimates - Analyst Mark Delaney has raised Tesla's delivery estimates for the third and fourth quarters of 2025, expecting 455,000 units in Q3 (up from 430,000) and 450,000 units in Q4 (up from 443,000) [3][4]. - The new estimates exceed consensus expectations of 439,000 and 441,000 for Q3 and Q4, respectively [4]. Group 3: Consumer Sentiment - Consumer survey data indicates an improvement in net purchase intent and buzz around Tesla, suggesting potential year-over-year sales growth in the U.S. for Q3 [4][5]. - The anticipated increase in sales is attributed to the recent launch of the Model Y L and the impending expiration of IRA EV purchase credits [5]. Group 4: Future Earnings Potential - While maintaining a Neutral rating, Delaney acknowledges the potential for future earnings per share (EPS) growth driven by advancements in autonomy and robotics [6][7]. - The estimated EPS for Tesla in 2030 could range from $2 to $20, depending on various outcomes in these sectors [7]. Group 5: Price Target Adjustment - Delaney has raised the price target for Tesla from $300 to $395, reflecting the positive sentiment and performance expectations [2].

Group 1 - The Waymo-Via Transportation partnership was announced shortly after Waymo and Lyft revealed plans for self-driving taxis in Nashville [1]

Core Insights - Via Transportation, Inc. has formed a strategic partnership with Alphabet Inc.'s Waymo to integrate fully driverless ride-hailing into public transit networks, starting with Chandler, Arizona [1][2] - The partnership allows public agencies to dispatch Waymo's autonomous vehicles through Via's operating platform, enhancing the existing microtransit services [2][3] - Via's Scheduling Engine will optimize the assignment of Waymo vehicles based on passenger needs, while performance and compliance will be monitored through Via's software [3][4] Company Performance - Via's shares increased by 5% to $52.50 in premarket trading following the announcement of the partnership [4] - Waymo reports completing hundreds of thousands of paid rides weekly across five U.S. cities, with a significant number of autonomous miles driven [4] Industry Impact - The integration of Waymo's autonomous fleet into public transit systems aims to provide a seamless experience for riders, eliminating the need for separate apps [2][3] - The partnership is expected to enhance access to cutting-edge technology for public transit riders and government agencies [3]