Take a look at shares of Tesla today. Up 2%. CFRA does downgrade the stock though to sell from hold and cuts its target to 300 pointing to some market share declines, weakness in EV sales.Some potential adverse effects stemming from the big beautiful bill. Let's bring in the analyst behind that call, CFR senior vice president of equity research Garrett Nelson. Garrett, welcome back.Good to see you. >> Thanks for having me. Um, we listed a few negatives there, although it does sound like you're somewhat cons ...

Electric Vehicle (EV) Market - The EV market is a key focus [1] - Monitoring the state of EV sales is crucial for understanding market trends [1] Rivian & Volkswagen (VW) Partnership - Rivian secures another $1 billion from VW [1] - VW's investment signifies confidence in Rivian's technology and market potential [1]

EV Market Focus - The report highlights the ongoing "soap opera" surrounding Tesla, likely referring to company-specific events or news impacting its stock or public perception [1] - The report is timed ahead of an EV sales report, suggesting the market is closely watching Tesla's sales performance as a key indicator of its health and the overall EV market [1]

Market Share & Sales Performance - Tesla's Model Y led global EV sales with 201,773 units, capturing 7.4% market share [1] - Tesla's Model 3 followed with 118,964 units, holding 4.3% market share [1] - Tesla dominated global EV sales in Q1 2025, securing the top two positions by a significant margin [1] Industry Dominance - No other automaker came close to Tesla's EV sales performance in Q1 2025 [1]