President Donald Trump recently announced he was purchasing a red Tesla Model S vehicle from Tesla Inc TSLA during a White House event.The purchase was made to help Tesla CEO Elon Musk and drew plenty of attention to the car company, but Benzinga readers are torn about whether the event made them more or less likely to purchase a vehicle from the electric vehicle company.What Happened: Trump's purchase of the Model S may have led to a spike in interest on Google searches for Tesla, but people aren’t rushing ...

Renowned trader and chartist Larry Williams believes the market is ready to rally after falling into correction territory last week — and he has a few ways to play it.What To Know: The S&P 500 officially closed in correction territory on Thursday, representing the fastest market correction decline since March 2020. Everyone wants to know what’s going to happen next and Williams believes he has answers.In a YouTube video posted by StockCharts TV on Saturday, Williams explained that he sees a rally ahead beca ...

An electric vehicle and autonomous vehicle analyst sees the ramp-up and near-term deployments as the key catalysts for the sectors.What Happened: Goldman Sachs analyst Mark Delaney met with several companies in the sectors and shares takeaways in a new investor note, with robotaxis one of the key areas of focus.Among the public companies covered in the report are Tesla Inc TSLA, Rivian Automotive RIVN and Aurora Innovation AUR."Several companies we spoke to are focused on near-term deployments and/or ramps, ...

Investment Rating - The report assigns an "Overweight" rating to Tesla Inc, with an industry view of "In-Line" [4][67]. Core Insights - The survey results indicate that 85% of respondents believe Elon Musk's political activities negatively impact Tesla's business fundamentals [6]. - A significant 59% of respondents expect Tesla's FY25 deliveries to decline year-over-year, contrasting sharply with previous bullish sentiments [6]. - Despite the negative outlook, investor sentiment is relatively mixed regarding Tesla's stock performance by year-end, with 45% expecting the stock to rise and 36% expecting it to fall [6]. Summary by Sections Investor Survey Results - The survey collected 245 responses, revealing that 40% of investors view Musk's political activities as insignificant, while 3% see them as positive [3][6]. - Expectations for Tesla's auto delivery growth in 2025 show that 38% anticipate a decline of 10% or less year-over-year, while only 4% expect growth of more than 10% [8]. Valuation - Tesla's current valuation stands at 19x FY30 PE and approximately 10x EV/EBITDA for FY30, indicating a favorable risk-reward profile [6]. - The price target for Tesla is set at $430, with the stock closing at $230.58 on March 11, 2025 [4][6]. Market Sentiment - The report highlights a stark contrast in sentiment compared to earlier bullish outlooks, with a notable shift in expectations regarding Tesla's growth trajectory [6]. - The survey results suggest a cautious approach among investors, reflecting concerns over delivery forecasts and external factors impacting the company's performance [6].

Group 1: Industry Overview - Automobile manufacturers are in the spotlight following President Trump's announcement of tariffs against Canada and Mexico, with a temporary postponement of these tariffs impacting the industry [1] - Tesla Inc is the largest automobile manufacturer by market capitalization, but its stock has seen a significant decline of over 50% after reaching all-time highs in December 2024 [1] Group 2: Tesla's Performance - Despite a recent decline, Tesla maintains a strong momentum relative to peers, ranking in the 82nd percentile for momentum, 14th for value, and 55th for growth according to Benzinga Edge [2] - Tesla's stock is still up over 29% in the past year, indicating some resilience despite short-term performance issues [2] Group 3: Comparative Valuation - Tesla's high valuation is evident, trading at 109 times earnings and 207 times free cash flows, which contributes to its lagging value rating [3] - In contrast, Ford Motor Co ranks in the 91st percentile for perceived value, trading at 6.82 times earnings, suggesting it may be a deep value play [3] - General Motors is highlighted as a potential hidden gem, performing well in value and momentum, with its stock up 22% in the past year [4]

Few stocks have been as divisive in recent months as Tesla Inc NASDAQ: TSLA. After surging to an all-time high in December on the back of CEO Elon Musk’s closeness with President Trump and renewed optimism around its longer-term growth prospects, shares have since crashed, shedding 55% in just three months. Tesla is now back to 2020 price levels, erasing years of gains despite still being dominant in the EV market. The company’s most recent earnings report at the end of January did little to restore investo ...

Core Insights - Tesla Inc has faced a setback with a $5 million contract for electric vehicles with Baltimore being paused, allowing a rival to take over the deal [1][2][3] - The city of Baltimore has decided to explore options with other automakers, specifically General Motors and Ford, indicating a shift in preference away from Tesla [3][4] - The political landscape, including Tesla CEO Elon Musk's support for Donald Trump, may have influenced the city's decision, although it is not confirmed as a political move [4][6][7] Summary by Sections Contract Details - The $5 million contract with Baltimore was paused in September, with no Tesla units ordered or included in the city's fleet [2][3] - The contract was intended to run until 2027, but the city is now considering Ford's Mustang Mach-E, which was the vehicle Tesla was set to replace [3] Political Context - The political dynamics in Maryland, where Kamala Harris won by a significant margin, may play a role in the city's decision to pivot away from Tesla [5][6] - The timing of the contract pause coincided with Musk's increased political activity supporting Trump, raising questions about potential political motivations behind the city's choice [6][7] Market Impact - Following the news, Tesla's stock dropped 15.43% to $222.15, reflecting a year-to-date decline of 41.4% in 2025 and a 25% increase over the last year [7] - Tesla's stock is currently trading below its value at the time of Trump's election victory, indicating a potential loss of investor confidence [8]

Tesla Inc TSLA stock is sliding Monday with the overall stock market amid concerns for the company's deliveries and continued protests against CEO Elon Musk and the company.A Swedish hedge funder thinks it’s a matter of when, not if, Tesla shares will go lower in the future.What Happened: Tesla has been one of the most volatile stocks since President Donald Trump won the 2024 election with a sharp rise after his victory before crashing in early 2025.Swedish billionaire and hedge fund manager Christer Gardel ...

Summary of Tesla Inc. Conference Call Company and Industry Overview - **Company**: Tesla Inc (TSLA.O) - **Industry**: Autos & Shared Mobility - **Market Capitalization**: $986.653 billion [3] Key Points and Arguments 1. Auto Industry Dynamics - Rivian was the only auto company presenting at a major tech conference, highlighting a lack of representation from traditional auto manufacturers despite rapid advancements in autonomy and AI-enabled robotics [5][5] - An expected inflection in electric vehicle (EV) penetration is anticipated to be driven by AI technology rather than incentives or climate goals [5] 2. Interest in Private Companies - There is a growing interest among clients in privately held companies within the embodied/physical AI sector, surpassing interest in publicly traded auto companies [5] - Increased requests for corporate access and report readership are noted for private companies compared to public ones [5] 3. Humanoid Robotics - Investor interest in humanoid robotics has surged year-over-year, expanding from tech-oriented investors to include industrial and automotive investors [5] - A visit to a humanoid manufacturer revealed a company expecting to produce thousands of robots by year-end, indicating significant market potential [5] 4. Data Acquisition for AI Models - The importance of acquiring large-scale video data for training AI models was emphasized, with a statement that such data represents a "gold mine" for various applications including autonomous vehicles and drones [5] - Companies are expected to introduce 'probes' to collect high-definition physical data, which is crucial for developing advanced AI systems [5] Financial Metrics and Projections - **Stock Rating**: Overweight - **Price Target**: $430.00 - **Current Price (as of March 5, 2025)**: $279.10 - **52-Week Price Range**: $138.80 - $488.54 [3] Valuation Breakdown - Core Tesla Auto business valued at $86/share based on projected sales of 5.2 million units by 2030 - Network Services valued at $172/share with a 65% attach rate at $200 ARPU by 2040 - Tesla Mobility valued at $90/share based on DCF with ~7.5 million cars at ~$1.46/mile by 2040 - Energy segment valued at $65/share and third-party supplier role at $17/share [9] Risks Identified - Risks to upside include service revenue disclosures, increased Full Self-Driving (FSD) attach rates, and successful new model introductions (e.g., Cybertruck, multivan, Semi) [12] - Risks to downside include competition from legacy OEMs and execution risks related to factory ramp-ups [12] Additional Insights - The conference highlighted a shift in investor focus towards innovative technologies and private companies, indicating a potential transformation in the investment landscape within the automotive sector [5]

Tesla Inc TSLA sales continue to drop in Europe in 2025 with the latest figures indicating the brand could be hurting from CEO Elon Musk's political push and calls for boycotts of the brand.What Happened: Musk has gotten increasingly involved with politics in the United States with a role helping President Donald Trump with the Department of Government Efficiency.Musk has also gotten involved in other international political contests like Germany. The billionaire has also shown allegiance to Trump when it c ...