Elon Musk has done a remarkable job of transforming Tesla. During his spell in politics some investors questioned whether he was the right boss. Unless robotaxis look like a winner soon, the questions will only return https://t.co/7rINFdJuK0 ...

Core Viewpoint - Tesla's stock outlook has been updated following the approval of CEO Elon Musk's $1 trillion pay package, with a 'Hold' rating and a price target of $406 per share, indicating a potential 7% downside from the current trading level of about $439 [1][4]. Group 1: CEO Compensation and Its Implications - Shareholder approval of Musk's compensation plan alleviates a significant uncertainty regarding the company's leadership [3]. - Musk's pay package is performance-based, contingent on achieving ambitious milestones, including market capitalization targets ranging from $2 trillion to $8.5 trillion, production of 20 million vehicles, and 1 million robotaxis and humanoid "Optimus" bots [5][6]. - The new pay plan builds on Musk's previous $56 billion package, which faced legal challenges but was ultimately reinstated by shareholders [6]. Group 2: AI and Technology Development - Tesla's ambitious AI projects, including Full Self-Driving (FSD), robotaxis, and the Optimus robot, are still in early development and are years away from generating significant revenue [3][4]. - While progress is noted in Tesla's FSD system, it is not meeting expectations, and there are ongoing execution risks in scaling AI-driven technologies [4]. Group 3: Market Sentiment and Analyst Ratings - Wall Street analysts maintain a consensus 'Hold' rating for Tesla, with 34 analysts tracked by TipRanks, including 14 'Buy', 10 'Hold', and 10 'Sell' recommendations [7]. - The average 12-month price target is $382.54, suggesting a 12.98% downside from the recent closing price of $439.62 [7]. - Price targets among analysts vary significantly, ranging from a high of $600 to a low of $19.05, indicating differing views on Tesla's near-term trajectory [8].

November 11, 2025 09:21 AM GMT XPeng Inc. | Asia Pacific Recasting bull case – More room to run | What's Changed | | | | --- | --- | --- | | XPeng Inc. (XPEV.N) | From | To | | Price Target | US$30.00 | US$34.00 | | XPeng Inc. (9868.HK) | | | | Price Target | HK$119.00 | HK$131.00 | We raise our SOTP-based bull case valuations to US$54/HK$211 to reflect the growth potential and re-rating opportunities derived from newly unveiled humanoids and robotaxis. We anticipate a strong improvement in sentiment from m ...

BREAKING: Futures Rise As Trumps Signs Bill Ending Shutdown Shares of Chinese electric vehicle manufacturer XPeng (XPEV) soared Monday. The jump came as the company presented a spate of new technologies, including plans for robotaxis and a prototype of a humanoid robot. XPeng Stock Tuesday's intraday high of 28.06 is XPeng's highest share price since July 2022. The stock has since pared some of its gains and now trades… Related news Take a Trial Today Stocks To Watch: XPeng ADR Sees RS Rating Rise To 94 11/ ...

Core Insights - The article compares two speculative AI stocks, BigBear.ai and Pony AI, highlighting their different business models and market positions in the booming AI sector BigBear.ai - BigBear.ai went public via a SPAC merger in December 2021, with an initial stock price of $9.84, currently trading at $6 [2] - The company focuses on AI modules for edge networks, primarily serving government and defense contracts, and has partnerships with data analytics firms like Palantir Technologies [2][4] - BigBear.ai's revenue stagnated in 2023 and grew only 2% in 2024, facing challenges such as the bankruptcy of its top customer, Virgin Orbit, and intense competition [4][7] - Under CEO Mandy Long, BigBear.ai acquired Pangiam and focused on government contracts, leading to a growing backlog of projects [5][6] - Analysts project a CAGR of less than 1% for revenue growth from 2024 to 2027, with a market cap of $2.75 billion, indicating a high valuation at 18 times next year's sales [7] Pony AI - Pony AI went public through a traditional IPO at $13 per share in November, currently trading at $16, and operates fleets of robotaxis and driverless logistics vehicles [2][9] - The company generates revenue from passenger fees and logistics payments, and is expanding its technology licensing to other automakers [8][9] - Pony AI's revenue growth was modest, with only 5% in 2023 and 4% in 2024, and it remains unprofitable due to regulatory challenges and competition [10] - Analysts expect Pony AI's revenue to grow at a CAGR of 42% from 2024 to 2027 as it scales its business and overcomes regulatory hurdles, but it currently has a market cap of $7.08 billion, valued at 67 times next year's sales [12] Investment Perspective - The article suggests that neither stock is an immediate buy, but BigBear.ai may have a better long-term outlook due to potential revenue recognition from government contracts and possible acquisition interest [13]

We recently published 10 Stocks on Fire Amid Market Chaos. XPeng Inc. (NYSE:XPEV) is one of the best-performing stocks on Thursday. XPeng ended two straight days of losses on Thursday, adding 9.64 percent to close at $23.89 apiece as investors loaded positions ahead of an expected stellar earnings performance in the third quarter of the year. In a notice to its investors, XPeng Inc. (NYSE:XPEV) said it would release its financial and operating highlights before market open on November 17, 2025. A confere ...

It’s official: Elon Musk is on track to become the world’s first trillionaire. Tesla shareholders approved a new executive pay package Thursday afternoon that would give Musk nearly $1 trillion in stock over the next decade, a record-shattering deal for the world’s richest man. The total award depends on whether Musk can meet ambitious performance targets for the struggling electric-vehicle company, including growing Tesla’s market cap to $8.5 trillion—a more than 500% increase from today’s valuation. The ...

Cathie Wood reconfirms the Price target for Tesla in 2030 of $260090% of this valuation is based off robotaxis and no humanoid robots baked In https://t.co/XUAPM5RaOf ...

Core Points - Tesla's annual shareholder meeting is taking place, with a focus on multiple proposals including Musk's compensation package and potential investment in his AI startup, xAI [1][2] - The new compensation plan for Musk is tied to ambitious targets, including increasing Tesla's market cap to $8.5 trillion by 2035 and selling 12 million vehicles annually [3] - Proxy advisory firms have recommended rejecting Musk's pay package, citing concerns over "key person risk" and the lack of mitigation strategies [4] Proposal Details - Shareholders will vote on Musk's pay package, which has been controversial and is linked to significant performance goals [2][3] - The proposal includes allocating 208 million shares to address uncertainties surrounding Musk's previous pay package, which is entangled in legal issues [2] Institutional Investor Stance - Norges Bank Investment Management, managing Norway's $2 trillion sovereign wealth fund, has voted against Musk's compensation due to concerns about key person risk [4] - The fund is noted as Tesla's sixth-largest institutional shareholder, highlighting the significance of institutional investor opinions on the proposal [4] Market Context - Tesla's shares have rebounded from earlier declines, but the company faces challenges such as the expiration of EV tax credits in the US and rising competition from other automakers [5]

Core Insights - Pony.ai and WeRide experienced significant share price drops of over 12% and nearly 8% respectively upon their trading debut in Hong Kong, despite raising substantial funds in their IPOs [1][2] Company Developments - Pony.ai raised 6.71 billion Hong Kong dollars (approximately $860 million) while WeRide raised HK$2.39 billion in their initial public offerings [1] - Both companies plan to utilize the funds for scaling operations and advancing Level 4 autonomous driving technology, which allows for driving without human intervention in specific environments [2] Strategic Expansion - WeRide's CEO indicated that the fundraising will also enhance the company's AI capabilities and data center capacity [3] - The companies are looking to expand their operations beyond China into regions such as the Middle East, Europe, and Singapore, although they have not yet secured full approvals for robotaxi operations in these areas [4] U.S. Market Challenges - Plans to enter the U.S. market face challenges due to a recent government rule banning Chinese technology in connected vehicles, including self-driving systems [5] - The dual listing in Hong Kong is seen as a strategy for risk mitigation amid global market uncertainties and scrutiny regarding their entry into the U.S. [5][6]