Elon Musk speaks during the first cabinet meeting hosted by US President Donald Trump, in the White House in Washington, the United States, February 26, 2025.
Brian Snyder Reuters
Timing The stocks did not have this red extension.
For seven consecutive weeks, since then Elon Musk He went to Washington, DC, to join the Trump administration, and shares decreased in the auto industry, as it closed on Friday with $ 270.48. It is the longest losing chain of Tesla in 15 years as a public company.
Tesla shares have decreased by more than 10 % and their lowest level since November 5, election day, when they were closed at $ 251.44. Since the stock reached its peak at about $ 480 on December 17, Tesla has lost more than $ 800 billion in the market.
Many Wall Street companies this week, including Bank of AmericaBird and Goldman SachsReducing its prices on Tesla.
In reducing their target from $ 490 to $ 380, Bank of America analysts have referred to concerns about the decrease in the company's new vehicle sales and the lack of modern update from Musk on a “low -cost model”.
Goldman Sachs, whose target price on the stock reduced 320 dollars from 345 dollars, also pointed to the decrease in sales of electric cars to Tesla in the first two months of the year through many markets in Europe, China and parts of the United States
Goldman analysts indicated that Tesla faces, “a strong competitive environment for FSD” in China, where the main competitors do not require “generally the purchase of separate programs for smart leadership features.” FSD, or full self -driving (supervisory), is the Tesla automatic driving system, which the company sells as a distinct option in the United States
Bird Tesla added to his “fresh, Habbiya choices” this week, with analysts in writing the company, “Stopping production will complicate the “offer of the equation” for Tesla, as the company turns into the manufacture of the new Y SUV.
Elon Musk stands as recognized by US President Donald Trump during Trump's speech in a joint congressional session in the American Capitol in Washington, DC, on March 4, 2025.
Saul Loop AFP | Gety pictures
But Wall Street does not only care essential Standards such as sales and production numbers. Investors also try to assess the amount of musk policy and work in the White House will press Tesla, and for how long.
“Sharing musk with the Trump administration adds uncertainty besides the request,” Bird analysts wrote.
Before taking over as a consultant President Donald TrumpAnd the leader of the so -called government efficiency (DOGE), Musk was already heading of many of his own projects, including the start of the Xai, Social Media X, Aerospace and the Spacex Defense Contractors.
The bulls concerned
MUSK is now the richest person in the world, is the general face of the Trump administration's efforts to reduce the workforce, spending and the ability of the federal government significantly. At the same time, he continues to publish Political discourse burning xJudges who do not like their decisions criticize, and reinforces false conversation points about Ukraine President Volodimir Zelinski.
The anti -captive and anti -Tesla feelings were rising in the United States and Europe, with the outbreak of protests and suspects of criminals Democratic burning works And sabotage in Tesla facilities.
Even the most traumatized analysts, and many fans, had to admit the influence of the policy of musk on Tesla's desire and its products to a wide range of customers and investors.
EV advocates at Cleantechnica, who has long promoted Tesla on its website, runs a column focusing on ethics on Thursday asking whether Tesla owners should sell their cars, and think if the Tesla Board plate is You must launch musk As an executive president.
Musk and Tesla did not immediately respond to the suspension requests.
On Friday note, Dan Evs of Wedbush Securities wrote, “Tesla Bulls find themselves with her back on the wall facing global negative feelings about Musk/Doge and Trump's management.” It was called “The moment of the intestinal examination of Tesla's intestine (including ourselves).”
Wedbush said it uses Selloff as an opportunity to add Tesla to the “Best Ideas” menu, and set its target price for 12 months at $ 550.
The company wrote: “The best thing that happened ever for Moussa and Tesla is Trump at the White House because this will create an environment that is decomposing with a central, independent federal road map to see Tesla golden.”
Tesla Bulls sees the possibility that the company will soon launch a new EVS at reasonable prices, Robotaxi and Serviceile Ridehail, and to provide human robots capable of working the factory in the non -distant future. Evis said he expected Musk to become more focused on Tesla and other companies in the second half of 2025.
TD cowen analysts are also optimistic. On Thursday's note, they wrote: “Tesla seems to be now in the early roles of the 2025-26 product course, which we believe can reshape the size growth and enhance the total price morale.”
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