Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Elon Musk speaks during the first meeting of the Cabinet organized by the president of the United States, Donald Trump, at the White House in Washington, DC, USA, February 26, 2025.
Brian Snyder | Reuters
Tesla’s Stock has never had a stretch of this red.
For seven weeks in a row, since ELON ALMIZCLE I went to Washington, DC to join the Trump administration, the actions of its automobile manufacturer have decreased, closing on Friday to $ 270.48. It is the longest loser streak for Tesla in its 15 years as a public company.
Tesla’s shares ended the week more than 10% and at their lowest level since November 5, on election day, when they closed to $ 251.44. Since the action reached its maximum point in almost $ 480 on December 17, Tesla has lost more than $ 800 billion in market capitalization.
Several Wall Street companies this week, including Bank of AmericaBaird and Goldman SachsReduce your price objectives in Tesla.
By reducing their objective from $ 490 to $ 380, Bank of America analysts cited concerns about sales of new vehicles that fall through the company and the lack of a recent Musk update in a “low -cost model.”
Goldman Sachs, which reduced its target price in the share at $ 320 of $ 345, also pointed to the fall in sales of electric vehicles for Tesla in the first two months of the year in several markets in Europe, China and parts of the United States.
Goldman analysts pointed out that Tesla faces, “a difficult competitive environment for FSD” in China, where key competitors “do not generally require a separate software purchase for smart -driving features.” FSD, or full autonomous (supervised), is the partially automated driving system of Tesla, which the company sells as a premium option in the USA.
Baird added to Tesla to his “fresh bearish selections” this week, with analysts of the firm writing, “The inactivity time of production “will complicate” the supply side of the equation “for Tesla as the company changes to manufacture the new version of its SUV model Y.
Elon Musk stands, since he is recognized by the president of the United States, Donald Trump, during Trump’s speech to a joint session of Congress in the United States Capitol in Washington, DC, on March 4, 2025.
Saul Loeb | AFP | Getty images
But Wall Street is not only worried about fundamental Metrics such as sales and production figures. Investors are also trying to evaluate how much policy and work in Musk in the White House they will press Tesla and for how long.
“Musk’s participation with the Trump administration add uncertainty next to demand,” wrote Baird analysts.
Before assuming his role as an advisor to President Donald TrumpAnd the leader of the so -called Government Efficiency Department (Doge), Musk already directed its many private companies, including the artificial intelligence startup XAI, the social media company X and the Aerospace and Defense Contractor Spacex.
Worried bulls
Now Musk, the richest person in the world, has become the public face of the Trump administration effort to drastically reduce the workforce, expense and ability of the federal government. Meanwhile, he continues to publish Incendiary political rhetoric on xhitting the judges whose decisions do not like, and promoting false points of conversation of the Kremlin about the president of Ukraine, Volodymyr Zelenskyy.
The anti-museum and anti-tesla feeling has increased in the United States and Europe, with an outbreak of protests and alleged criminal fire acts and vandalism in the facilities of Tesla.
Even the most bullish analysts, and many fans, have had to recognize the impact of Musk’s policy on Tesla’s convenience and its products to a wide strip of customers and investors.
Ev advocates Cleantechnica, who has long promoted Tesla in place, made a column centered on ethics on Thursday asking if Tesla’s owners should sell their cars and contemplate if the Tesla Board Should we shoot musk? Like CEO.
Musk and Tesla did not immediately respond to comments requests.
In a note on Friday, Dan Iives of Wedbush Securities wrote: “Tesla Bulls meets his back against the wall facing a global negative feeling around Musk/Doge and the Trump administration.” He called him a “moment of intestinal verification for the Tesla Bulls (including ourselves).”
Wedbush said he is using the sale of the opportunity as an opportunity to add Tesla to his list of “better ideas”, and establish his target price of 12 months at $ 550.
“The best thing that has happened to Musk and Tesla was Trump in the White House, since this will create a deregulator environment with a central federal autonomous roadmap for the strategic vision of gold of Tesla,” the firm wrote.
The Bulls de Tesla see the potential for the company to soon throw the new EVS model, a Robotaxi and Ridehail service without driver, and deliver humanoid robots capable of working in the factory in the not too distant future. IVES said that Musk hopes more on Tesla and his other companies in the second half of 2025.
TD Cowen analysts are also optimistic. In a note on Thursday, they wrote: “Tesla now seems to be in the first entries of an important cycle of products 2025-26, one that we believe could revitalize volume growth and increase the general feeling of the price of shares.”
