Core Viewpoint - Tesla shares are experiencing significant pressure following a downgrade by William Blair, with the stock price dropping below $300 in pre-market trading, indicating investor concerns about demand and profitability due to recent policy changes [1][4]. Group 1: Stock Performance - Tesla shares closed at $315.35 but fell 6.5% in pre-market trading, reaching around $294 [1]. - The downgrade has led to a sharp decline in stock price, reflecting market reactions to the news [4]. Group 2: Analyst Downgrade - William Blair downgraded Tesla's rating from 'Outperform' to 'Market Perform' due to anticipated demand issues following the removal of the $7,500 U.S. EV tax credit and the elimination of corporate average fuel economy (CAFE) fines [4][6]. - Analyst Jed Dorsheimer highlighted that the loss of the EV tax credit could negatively impact demand, but the more pressing concern is the potential loss of over $2 billion in profit from regulatory credits, which would directly affect Tesla's profitability [5][6]. Group 3: Investor Sentiment - Investor sentiment is further strained by CEO Elon Musk's political ambitions, which have raised concerns about his focus on Tesla during a critical period for the company [7][8]. - Dan Ives, a long-time Tesla analyst, noted that investors are feeling a "sense of exhaustion" regarding Musk's political involvement, which contrasts with their expectations for his focus on the company [8][9].

Key Takeaways TSLA fell more than 5% yesterday as Musk's renewed political clash with Trump shook investor confidence. The new tax bill cuts EV and energy tax credits, making things worse for Tesla. Carve-outs in the bill favor rivals like Rivian, leaving Tesla excluded from key incentives.Tesla (TSLA) shares have mostly moved on product launches, delivery numbers, and margin chatter. But lately, the stock has been swinging wildly for a different reason— and that is politics.The war of words between Tesla ...

Trump’s feud with Elon Musk, arguably America’s most influential engineer and entrepreneur, is absurd. This isn’t just about EV tax credits—Elon’s companies have propelled the U.S. to lead in multiple industries and it’ll only grow from here.https://t.co/i82PbT24ML ...

today and for telling them to get it done by 1 p. m. James Lucier with Capital Alpha Partners.The president did address address Elon Musk's criticism of the spending bill outside the white House before departing to Florida this morning. >> We might have to put those on Elon. You know, you're not.Doses tells us the monster that that might have to go back and eat Elon. Wouldn't that be terrible. He gets a lot of subsidies, Peter.But Elon is very upset that the EV mandate is going to be terminated. And you kno ...

For more on how to trade Tesla in the second half, let's bring in Dan Levy. He's senior equity research analyst at Barclays. And Dan, um, how realistic do you think some of these threats are that uh, and what what's some of the the real impact of the bill as it in the form that it's just passed going to have on Tesla as a company.Yeah, thank you so much, Kelly, for having me. Look, I think the biggest thing is the removal of the EV tax credit. Now, this is something that was anticipated even uh around the t ...

Lucid Group (LCID -2.55%) is growing its electric vehicle (EV) sales rapidly right now. In 2025, analysts expect its revenues to jump by 73%, and in 2026, they anticipate an even faster growth rate approaching 100%. There's just one problem: Included in Trump's "One Big Beautiful Bill" is a provision that would eliminate the federal tax credits for electric vehicles. That would effectively raise the prices of EVs by $4,000 to $7,500 -- a huge potential blow to demand. When you look at the numbers, things co ...

Thursday’s dramatic fight between President Trump and Tesla CEO Elon Musk, his political ally and donor, sent Tesla stock down more than 14%.This is just the latest episode in a long string of bad news for Tesla TSLA.The stock, which was trading at around $300 per share on Friday, is down 25% for the year but has gained 11% over the past three months. Poor domestic and international sales, as epitomized by Tesla’s market share in car-mad Germany being down 36% year-to-year, concerns over robot taxi safety a ...

Core Viewpoint - Tesla shares experienced a significant rebound of over 5% following a tumultuous period marked by a feud between CEO Elon Musk and President Trump, which previously resulted in a loss of $152 billion in market value for the company [1]. Group 1: Market Impact - The feud led to Tesla's worst single-day stock drop in over four years, causing Musk to lose approximately $27 billion in net worth [4]. - Tesla short sellers gained an estimated $4 billion in profits on the day of the stock drop, marking one of their largest single-day gains ever [7]. - Year-to-date, investors have profited $7 billion from shorting Tesla, making it the second most shorted stock in the US by total value of the position [7]. Group 2: Financial Threats - Analysts from JPMorgan indicated that a tax package backed by Trump could eliminate EV tax credits worth up to $7,500, potentially reducing Tesla's annual profit by $1.2 billion [8]. - Additional measures in the tax package could impose a new annual fee of $250 on EV drivers and block California's EV sales mandates, threatening to cut another $2 billion from Tesla's sales [10]. - Collectively, these measures could jeopardize about half of the expected $6 billion in earnings before interest and taxes for Tesla this year [11]. Group 3: Competitive Landscape - Tesla's sales have declined in major European markets, allowing Chinese competitor BYD to surpass Tesla in some regions [12]. - The brand's reputation has suffered due to protests against Musk's actions related to government spending cuts, leading to vandalism of Tesla showrooms and vehicles [12].

Key Takeaways Musk-Trump clash erases $150B from TSLA's value in its worst single-day drop on record. Trump vows to axe Tesla's federal support, putting EV credits and contracts on the chopping block. Tesla faces slumping global sales and growing U.S. regulatory scrutiny of its robotaxi project.Well, they didn’t exactly seem like besties forever, but neither did we expect things to get this ugly between Elon Musk, the richest man in the world and Tesla’s (TSLA) CEO, and US President Donald Trump. In fact, ...

Industry Overview - The electric vehicle (EV) industry is currently facing significant challenges, including tariffs, rising EV prices, and a negative political environment, which are impacting automakers and the broader EV ecosystem [1] - EV sales in the U.S. accounted for 8.1% of total vehicle sales last year, a slight increase from 7.8% in 2023, indicating slow adoption rates due to high prices [4] ChargePoint Company Analysis - ChargePoint's share price has decreased by 60% over the past year, now trading below $1, raising concerns among investors about the stock's potential [2] - The average transaction cost for a new electric vehicle was $59,200 in April, a nearly 4% increase from the previous year, making EVs less accessible to many buyers [4] - ChargePoint's sales fell by 18% in fiscal 2025 to $417 million, with projections for first-quarter 2026 sales at $100 million, reflecting a nearly 7% decline from the same quarter last year [9] - The company reported a non-GAAP net loss of approximately $159 million last year, although this was an improvement from a loss of about $297 million in 2024 [10] - ChargePoint's largest revenue segment, networked charging system sales, decreased by 35%, while subscription sales increased by 20% [10] External Challenges - Tariffs on automotive imports are negatively affecting U.S.-based EV manufacturers, leading to increased production costs [6] - Political uncertainty surrounding tariffs has caused major automakers like Ford, Stellantis, and General Motors to withdraw their 2025 guidance [7] - A recent bill passed by Republicans in the House aims to roll back tax credit incentives for EV purchases, which could further hinder EV adoption [8] Investment Outlook - Despite ChargePoint's low price-to-sales multiple of 0.75, the current market conditions and company-specific challenges suggest that it may not be a good investment opportunity [11] - The company and the broader EV industry are expected to continue facing serious headwinds that could further slow growth, making it difficult for ChargePoint to achieve market-beating returns in the near future [12]