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
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Tesla received another round of bullish analyst updates this week, led by Stifel, raising its price target to $508 from $483 while reaffirming a “Buy” rating. The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Robotaxi rollout, FSD updates, and new affordable cars
Stifel expects Tesla’s robotaxi fleet to expand into 8–10 major metropolitan areas by the end of 2025, including Austin, where early deployments without safety drivers are targeted before year-end. Additional markets under evaluation include Nevada, Florida, and Arizona, as noted in an Investing.com report. The firm also highlighted strong early performance for FSD Version 14, with upcoming releases adding new “reasoning capabilities” designed to improve complex decision-making using full 360-degree vision.
Tesla has also taken steps to offset the loss of U.S. EV tax credits by launching the Model Y Standard and Model 3 Standard at $39,990 and $36,990, Stifel noted. Both vehicles deliver more than 300 miles of range and are positioned to sustain demand despite shifting incentives. Stifel raised its EBITDA forecasts to $14.9 billion for 2025 and $19.5 billion for 2026, assigning partial valuation weightings to Tesla’s FSD, robotaxi, and Optimus initiatives.
TD Cowen also places an optimistic price target
TD Cowen reiterated its Buy rating with a $509 price target after a research tour of Giga Texas, citing production scale and operational execution as key strengths. The firm posted its optimistic price target following a recent Mobility Bus tour in Austin. The tour included a visit to Giga Texas, which offered fresh insights into the company’s operations and prospects.
Additional analyst movements include Truist Securities maintaining its Hold rating following shareholder approval of Elon Musk’s compensation plan, viewing the vote as reducing leadership uncertainty.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Investor's Corner
Tesla receives major institutional boost with Nomura’s rising stake
The move makes Tesla Nomura’s 10th-largest holding at about 1% of its entire portfolio.
Tesla (NASDAQ:TSLA) has gained fresh institutional support, with Nomura Asset Management expanding its position in the automaker.
Nomura boosted its Tesla holdings by 4.2%, adding 47,674 shares and bringing its total position to more than 1.17 million shares valued at roughly $373.6 million. The move makes Tesla Nomura’s 10th-largest holding at about 1% of its entire portfolio.
Institutional investors and TSLA
Nomura’s filing was released alongside several other fund updates. Brighton Jones LLC boosted its holdings by 11.8%, as noted in a MarketBeat report, and Revolve Wealth Partners lifted its TSLA position by 21.2%. Bison Wealth increased its Tesla stake by 52.2%, AMG National Trust Bank increased its position in shares of Tesla by 11.8%, and FAS Wealth Partners increased its TSLA holdings by 22.1%. About 66% of all outstanding Tesla shares are now owned by institutional investors.
The buying comes shortly after Tesla reported better-than-expected quarterly earnings, posting $0.50 per share compared with the $0.48 consensus. Revenue reached $28.10 billion, topping Wall Street’s $24.98 billion estimate. Despite the earnings beat, Tesla continues to trade at a steep premium relative to peers, with a market cap hovering around $1.34 trillion and a price-to-earnings ratio near 270.
Recent insider sales
Some Tesla insiders have sold stock as of late. CFO Vaibhav Taneja sold 2,606 shares in early September for just over $918,000, reducing his personal stake by about 21%. Director James R. Murdoch executed a far larger sale, offloading 120,000 shares for roughly $42 million and trimming his holdings by nearly 15%. Over the past three months, Tesla insiders have collectively sold 202,606 shares valued at approximately $75.6 million, as per SEC disclosures.
Tesla is currently entering its next phase of growth, and if it is successful, it could very well become the world’s most valuable company as a result. The company has several high-profile projects expected to be rolled out in the coming years, including Optimus, the humanoid robot, and the Cybercab, an autonomous two-seater with the potential to change the face of roads across the globe.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Investor's Corner
Ron Baron states Tesla and SpaceX are lifetime investments
Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Billionaire investor Ron Baron says he isn’t touching a single share of his personal Tesla holdings despite the recent selloff in the tech sector. Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Baron doubles down on Tesla
Speaking on CNBC’s Squawk Box, Baron stated that he is largely unfazed by the market downturn, describing his approach during the selloff as simply “looking” for opportunities. He emphasized that Tesla remains the centerpiece of his long-term strategy, recalling that although Baron Funds once sold 30% of its Tesla position due to client pressure, he personally refused to trim any of his personal holdings.
“We sold 30% for clients. I did not sell personally a single share,” he said. Baron’s exposure highlighted this stance, stating that roughly 40% of his personal net worth is invested in Tesla alone. The legendary investor stated that he has already made about $8 billion from Tesla from an investment of $400 million when he started, and believes that figure could rise fivefold over the next decade as the company scales its technology, manufacturing, and autonomy roadmap.
A lifelong investment
Baron’s commitment extends beyond Tesla. He stated that he also holds about 25% of his personal wealth in SpaceX and another 35% in Baron mutual funds, creating a highly concentrated portfolio built around Elon Musk–led companies. During the interview, Baron revisited a decades-old promise he made to his fund’s board when he sought approval to invest in publicly traded companies.
“I told the board, ‘If you let me invest a certain amount of money, then I will promise that I won’t sell any of my stock. I will be the last person out of the stock,’” he said. “I will not sell a single share of my shares until my clients sold 100% of their shares. … And I don’t expect to sell in my lifetime Tesla or SpaceX.”
Watch Ron Baron’s CNBC interview below.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
Tesla Model Y sold out in China for 2025
Tesla Full Self-Driving appears to be heading to Europe soon
