Investor's Corner
Elon Musk rallies Tesla community to help with Q3 2018 deliveries
It is difficult to deny that Tesla is a company with a dedicated following. Over the years, its electric cars and energy storage products, together with Elon Musk’s rockstar CEO status, allowed Tesla to become one of the most recognizable brands in the automotive industry. This has also allowed the company to garner a strong consumer base that is willing to pay it forward.
Tesla is facing what Elon Musk dubs as “delivery logistics hell” due to the sheer number of customer deliveries that need to be done before the end of Q3 2018. Tesla has stepped up to the challenge, reportedly conducting deliveries in its centers until 10 p.m. and adopting processes such as a 5-Minute Sign & Drive system to expedite the handover process. As the end of the third quarter nears, though, it has become evident that the company could use a helping hand.
A suggestion for a solution to help Tesla’s Q3 deliveries was suggested by IGN journalist and Ride the Lightning podcast host Ryan McAffrey on Twitter, who noted that he and a lot of Tesla owners would be willing to volunteer their time to help out with deliveries. While Tesla owners cannot help with the paperwork, they could help orient newcomers about the functions and features of their new electric car. Elon Musk loved the idea, stating that any help would be appreciated.
Wow, thanks for offering to help! The coming week is incredibly intense. If any current Tesla owners who’d like to help educate new owners could head to Tesla delivery centers during midday on Sat/Sun & morning/evening on weekdays, that would be super appreciated!
— Elon Musk (@elonmusk) September 22, 2018
All across the social media sphere, the Tesla community immediately came alive. In Twitter alone, several owners volunteered to help out, from those who have driven the company’s vehicles since the days of the original Roadster, to those who have just received their Model 3 recently. Influencers who command a strong following in social media, as well as members of dedicated Tesla clubs, announced that they would pitch in as well. Some even noted that they would be bringing food and drinks.
It is rare to see a car company command such a dedicated following, but considering Tesla’s place in the auto industry today, the strong brand loyalty exhibited by its consumer base is not very surprising. Over the years, Tesla has pretty much transformed itself into an entity that is more than a regular car company or an energy storage provider. In a way, Tesla has become a movement of sorts, a brand that symbolizes a few embers of optimism in a world that is growing more disillusioned by the day. It would be rather easy to criticize Elon Musk for being a leader that still shows a degree of naivette from time to time, but in the case of Tesla, his leadership is arguably one of the reasons why regular electric car owners are willing to spend their personal time to help out the company.
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- Tesla Chief Designer recently made a Model 3 delivery very special. [Credit: Andre Mercier/Tesla Motors Club]
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- Tesla Model 3 delivery to customers’ homes. [Credit: Devin Scott/Twitter]
Tesla CEO Elon Musk and Chief Designer Franz von Holzhausen conducting Model 3 deliveries.
While aggressive critics of Tesla would be quick to state that the company commands a “cult” following, it’s not like its customers’ loyalty is misplaced. In the electric car market alone, it is starting to become evident that Tesla, a young carmaker that has only been around for 15 years, holds a significant lead in the EV market. Toni Sacconaghi of Bernstein, an analyst who quite literally incited Elon Musk’s frustration in an earnings call, recently pointed out that contrary to a persistent bear thesis, there is “no actual flood of competition coming” for Tesla’s vehicles, even from established legacy carmakers.
Tesla’s strength and its strong consumer loyalty are reflected in the company’s Net Promoter Score (NPS), which stands as among the highest in the auto industry. Last year alone, Tesla earned a 97 in its NPS, the highest score among automakers currently active in the US. As noted by ConsumerGauge in its analysis of Tesla’s rating back in 2017, the company’s industry-leading NPS seems to be influenced by the company’s radical approach to vehicles and the car buying experience, as well as Elon Musk’s bold, hands-on approach to the company.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
Tesla stock (NASDAQ: TSLA) has landed an elusive “must own” status from Wall Street firm Melius, according to a new note released early this week.
Analyst Rob Wertheimer said Tesla will lead the charge in world-changing tech, given the company’s focus on self-driving, autonomy, and Robotaxi. In a note to investors, Wertheimer said “the world is about to change, dramatically,” because of the advent of self-driving cars.
He looks at the industry and sees many potential players, but the firm says there will only be one true winner:
“Our point is not that Tesla is at risk, it’s that everybody else is.”
The major argument is that autonomy is nearing a tipping point where years of chipping away at the software and data needed to develop a sound, safe, and effective form of autonomous driving technology turn into an avalanche of progress.
Wertheimer believes autonomy is a $7 trillion sector,” and in the coming years, investors will see “hundreds of billions in value shift to Tesla.”
A lot of the major growth has to do with the all-too-common “butts in seats” strategy, as Wertheimer believes that only a fraction of people in the United States have ridden in a self-driving car. In Tesla’s regard, only “tens of thousands” have tried Tesla’s latest Full Self-Driving (Supervised) version, which is v14.
Tesla Full Self-Driving v14.2 – Full Review, the Good and the Bad
When it reaches a widespread rollout and more people are able to experience Tesla Full Self-Driving v14, he believes “it will shock most people.”
Citing things like Tesla’s massive data pool from its vehicles, as well as its shift to end-to-end neural nets in 2021 and 2022, as well as the upcoming AI5 chip, which will be put into a handful of vehicles next year, but will reach a wider rollout in 2027, Melius believes many investors are not aware of the pace of advancement in self-driving.
Tesla’s lead in its self-driving efforts is expanding, Wertheimer says. The company is making strategic choices on everything from hardware to software, manufacturing, and overall vehicle design. He says Tesla has left legacy automakers struggling to keep pace as they still rely on outdated architectures and fragmented supplier systems.
Tesla shares are up over 6 percent at 10:40 a.m. on the East Coast, trading at around $416.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
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