News
Tesla gets a $320 price target from Goldman Sachs
The bank cites weaker Q1 deliveries and demand challenges — but still believes in Tesla’s long-term software revenue growth thanks to FSD.

Goldman Sachs slightly cut its 12-month price target for Tesla from $345 to $320, citing weaker-than-expected vehicle deliveries in key regions and demand challenges.
“We lower our below consensus delivery estimates for Tesla, reflecting the quarter-to-date data for key regions (i.e., China, Europe, and the US), as well as what we believe are broader demand trends,” noted Goldman Sachs analysts.
The investment firm predicts Tesla will report Q1 2025 deliveries of 375,000 units, down from its previous forecast of 399,000 units. For perspective, the consensus for Tesla’s first-quarter deliveries is 426,000 vehicles.
Goldman Sach’s prediction for Tesla in the first quarter is slightly above the company’s results in Q1 2024 when it delivered 386,810 units. Meanwhile, the consensus estimate for Tesla is slightly above the company’s Q1 2023 results, when it delivered 422,875 vehicles.
The bank stated that Tesla’s transition to the new Model Y contributed to its weak Q1 delivery forecast. However, it expects Giga Shanghai’s production ramp for the Model Y Juniper to improve deliveries in China this month. Goldman Sachs also observed that underlying demand for Teslas is “somewhat weaker” than previously expected.
It notes that Tesla’s US deliveries in February are “tracking flattish year-over-year.” In Europe, Goldman Sachs states Tesla registrations show a “>40% year-over-year decline” in January and a mid-to-high 20% drop in February in key markets like the United Kingdom and Spain. Meanwhile, in China, CPCA data reveal that Tesla’s retail sales have seen a mid-single-digit decline year-over-year.
Despite its dreary predictions for Tesla in the short term, Goldman Sachs sees a bright future for the company. The bank still believes Tesla’s software revenue will grow long-term. It acknowledges Tesla’s progress with version 13 of Full Self-Driving (FSD).
However, it predicts that Tesla could struggle with monetizing FSD in China, where more competitors offer hand-free ADAS solutions. Goldman Sachs notes that Chinese competitors do not charge for incremental software packages.
Goldman Sachs is maintaining a Neutral rating on Tesla stock, emphasizing that its 2025 earnings estimates are below consensus.
Elon Musk
Tesla CEO Elon Musk’s $1 trillion pay package hits first adversity from proxy firm
ISS said the size of the pay package will enable Musk to have access to “extraordinarily high pay opportunities over the next ten years,” and it will have an impact on future packages because it will “reduce the board’s ability to meaningfully adjust future pay levels.”

Tesla CEO Elon Musk’s $1 trillion pay package, which was proposed by the company last month, has hit its first bit of adversity from proxy advisory firm Institutional Shareholder Services (ISS).
Musk has called the firm “ISIS,” a play on its name relating it to the terrorist organization, in the past.
“ISIS”
— Elon Musk (@elonmusk) September 27, 2021
The pay package aims to lock in Musk to the CEO role at Tesla for the next decade, as it will only be paid in full if he is able to unlock each tranche based on company growth, which will reward shareholders.
However, the sum is incredibly large and would give Musk the ability to become the first trillionaire in history, based on his holdings. This is precisely why ISS is advising shareholders to vote against the pay plan.
The group said that Musk’s pay package will lock him in, which is the goal of the Board, and it is especially important to do this because of his “track record and vision.”
However, it also said the size of the pay package will enable Musk to have access to “extraordinarily high pay opportunities over the next ten years,” and it will have an impact on future packages because it will “reduce the board’s ability to meaningfully adjust future pay levels.”
The release from ISS called the size of Musk’s pay package “astronomical” and said its design could continue to pay the CEO massive amounts of money for even partially achieving the goals. This could end up in potential dilution for existing investors.
If Musk were to reach all of the tranches, Tesla’s market cap could reach up to $8.5 trillion, which would make it the most valuable company in the world.
Tesla has made its own attempts to woo shareholders into voting for the pay package, which it feels is crucial not only for retaining Musk but also for continuing to create value for shareholders.
Tesla launched an ad for Elon Musk’s pay package on Paramount+
Musk has also said he would like to have more ownership control of Tesla, so he would not have as much of an issue with who he calls “activist shareholders.”
News
Tesla is adding an interesting feature to its centerscreen in a coming update
In a recent dissection of coding, Tesla hacker green noticed that the company is bringing in screenshare with Software Update 2025.38

Tesla is adding an interesting feature to its center touchscreen in a coming update, according to a noted hacker.
In a recent dissection of coding, Tesla hacker green noticed that the company is bringing in screenshare with Software Update 2025.38. Details on the use case are slim, but he said the feature would export the car screen so it could be viewed remotely.
It would bring up a notification on the screen, along with a four-digit pin that would link the two together:
hm, have not noticed at first, but 2025.38 also brings in a “screenshare” service to export the car screen so you can view it remotely (details are unclear yet).
When you do it there’s going to be a notification on the screen. Secured by a super-duper static 4-digits pin…— green (@greentheonly) October 17, 2025
As previously mentioned, the use case is unclear, but there are some ideas. One of which is for remote support, which is something Apple has used to help resolve issues with its products.
Support staff and employees routinely tap into customers’ screens to help resolve issues, so this could be a way Tesla could also use it.
This seems especially relevant with Robotaxi, as the screen might be a crucial part of resolving customer complaints when there is no employee in the car.
Additionally, it seems as if it will not be exclusive to those owners who have newer vehicles that utilize the AMD chip. Intel will get support with the new feature as well, according to what green has noticed in the coding.
Finally, it could also be used with all sorts of content creation, especially as Full Self-Driving videos and what the vehicle sees in Driver Visualization.
As it is released, Tesla will likely release more information regarding what the screensharing mode will be used for.
For right now, many owners are wondering where it could actually work and what advantages it will offer for owners as well as the company itself.
Elon Musk
SpaceX posts Starship booster feat that’s so nutty, it doesn’t even look real
The Super Heavy booster’s feat was so impressive that the whole maneuver almost looked like it was AI-generated.

SpaceX has shared a video of a remarkable feat achieved by Starship’s Super Heavy booster during its 11th flight test.
The Super Heavy booster’s feat was so impressive that the whole maneuver, which was captured on video, almost looked like it was AI-generated.
Super Heavy’s picture perfect hover
As could be seen in the video shared by SpaceX, Starship’s Super Heavy booster, which is nearly 400 feet tall, smoothly returned to Earth and hovered above the Gulf of America for a few seconds before it went for its soft water landing. The booster’s picture-perfect maneuver before splashing down all but capped a near-flawless mission for Starship, which is about to enter its V3 era with Flight 12.
The booster’s balance and stability were so perfect that some users on X joked that the whole thing looked AI-generated. Considering the size of Super Heavy, as well as the fact that the booster was returning from space, the hovering display all but showed that SpaceX is dead serious about keeping its dominant lead in the spaceflight sector.
Starship V2’s curtain call
As noted in a Space.com report, Flight Test 11 achieved every major goal SpaceX had set for the mission, including deploying Starlink mass simulators, relighting Raptor engines in space, and executing a stable reentry for both the Starship Upper Stage and the Super Heavy booster. The feat also marked the second time a Super Heavy booster has been reflown, a milestone in SpaceX’s quest to make the entire Starship system fully reusable.
Starship’s V2 vehicle will now give way to the upgraded Starship V3, which is designed for faster turnaround and higher payload capacity. The Starship program is expected to pursue even more aggressive targets in the coming months as well, with Elon Musk stating on social media platform X that SpaceX will attempt a tower catch for Starship Upper Stage as early as spring 2026.
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