

Investor's Corner
‘Tesla will be great long-term,’ Musk says as stock slide continues
Tesla CEO Elon Musk affirmed his confidence in the electric automaker by stating it will be great long-term, despite the stock slide that continues to affect shares.
Tesla shares (NASDAQ: TSLA) have slid considerably in 2022, along with many other automotive and technology stocks. On Tuesday, the decrease continued as the stock reached levels as low as $156.91. At the time of writing, shares were trading at $161.35, down 3.86 percent on the day.
Amongst a broader market decline, Tesla shares have been affected by various external factors this year. Along with Musk’s $44 billion acquisition of Twitter earlier this year, which has Tesla loyalists divided, the company has experienced an increase in competition due to more models and manufacturers entering the sector, and supply chain issues still stemming from the COVID-19 pandemic.
Once worth $1 trillion, Tesla has declined to a valuation that is worth roughly half of that. While the second-most valuable car company, Toyota, is only worth around $197 billion, Tesla still holds the title of the most valuable automaker on Earth.
Musk: Tesla will be great long-term
In a response to WholeMarsBlog, Musk said, “Tesla will be great long-term, but doesn’t control macroeconomic tides.”
Tesla will be great long-term, but doesn’t control macroeconomic tides
— Elon Musk (@elonmusk) December 13, 2022
From a macro perspective, Musk is right. Tesla is up over 600 percent in the past five years. Over the past year, a fifty percent decrease in stock price has been the much more surfaced trend amongst media outlets, but the company has not been the only automaker to experience a rough 2022. Nevertheless, the debate regarding what to do with holdings still rages on.
Tesla Shares: Buy or Sell
Discussions amongst Tesla community members have been polarizing, with many die-hards sticking to their plan to hold shares. Jason DeBolt, who is one of the most notable Teslanaires, retired from his corporate job at the age of 39 thanks to his earnings through Tesla stock. Although the company is still being affected by a broader market decline, DeBolt has considered loading up even more shares.
I’m down $11 million on $TSLA since last year and I’m more bullish on Tesla than ever.
I’m seriously considering selling my house to buy more shares. Like wtf.
Tesla will continue growing revenue 50% annually (as it has since 2014), and profits will grow even faster than that.
— Jason DeBolt ⚡️ (@jasondebolt) December 8, 2022
Others, however, are unwilling to ride the wave and have either decided to sell because of market conditions or because of personal opinions on Musk.
Cancelling my @Tesla Model X order that’s been unfulfilled for over a year now and selling my TSLA stock. They need a cancel option that simply says “Elon Musk”. I won’t give my money to someone that no longer shares the same values I hold important. Likely he never held them. pic.twitter.com/yhxSgJUxZw
— Tom Kulzer (@tkulzer) December 13, 2022
Tesla’s 2022 Performance…and others
Tesla’s 59.68 percent decrease in 2022 defies all of the things the company has accomplished for the year. It opened two new production facilities, expanded global production capacity to well over one million vehicles, and is set to deliver over one million cars in a year for the first time.
Tesla launched the Semi last month, adding to its penetrable markets through commercial projects. The company still overwhelmingly leads the U.S. market share for EVs, so what’s the issue?
Tesla, while it has much more to worry about than just building cars and energy systems, is not the only car company experiencing a downturn this year. Tesla shares are down 59.88 percent this year, but here’s how others are doing in 2022:
- Ford stock: $F – down 37.99% this year
- General Motors stock: $GM – down 36.91% this year
- Rivian stock: $RIVN – down 75.63% this year
- Lucid stock: $LCID – down 80.42% this year
- Polestar stock: $PSNY – down 67.38% this year
Disclosure: Joey Klender is a TSLA Shareholder. I do not hold any other automotive stocks currently.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Investor's Corner
Cantor Fitzgerald reaffirms bullish view on Tesla after record Q3 deliveries
The firm reiterated its Overweight rating and $355 price target.

Cantor Fitzgerald is maintaining its bullish outlook on Tesla (NASDAQ:TSLA) following the company’s record-breaking third quarter of 2025.
The firm reiterated its Overweight rating and $355 price target, citing strong delivery results driven by a rush of consumer purchases ahead of the end of the federal tax credit on September 30.
On Tesla’s vehicle deliveries in Q3 2025
During the third quarter of 2025, Tesla delivered a total of 497,099 vehicles, significantly beating analyst expectations of 443,079 vehicles. As per Cantor Fitzgerald, this was likely affected by customers rushing at the end of Q3 to purchase an EV due to the end of the federal tax credit, as noted in an Investing.com report.
“On 10/2, TSLA pre-announced that it delivered 497,099 vehicles in 3Q25 (its highest quarterly delivery in company history), significantly above Company consensus of 443,079, and above 384,122 in 2Q25. This was due primarily to a ‘push forward effect’ from consumers who rushed to purchase or lease EVs ahead of the $7,500 EV tax credit expiring on 9/30,” the firm wrote in its note.
A bright spot in Tesla Energy
Cantor Fitzgerald also highlighted that while Tesla’s full-year production and deliveries would likely fall short of 2024’s 1.8 million total, Tesla’s energy storage business remains a bright spot in the company’s results.
“Tesla also announced that it had deployed 12.5 GWh of energy storage products in 3Q25, its highest in company history vs. our estimate/Visible Alpha consensus of 11.5/10.9 GWh (and vs. ~6.9 GWh in 3Q24). Tesla’s Energy Storage has now deployed more products YTD than all of last year, which is encouraging. We expect Energy Storage revenue to surpass $12B this year, and to account for ~15% of total revenue,” the firm stated.
Tesla’s strong Q3 results have helped lift its market capitalization to $1.47 trillion as of writing. The company also teased a new product reveal on X set for October 7, which the firm stated could serve as another near-term catalyst.
Investor's Corner
Tesla just got a weird price target boost from a notable bear

Tesla stock (NASDAQ: TSLA) just got a weird price target boost from a notable bear just a day after it announced its strongest quarter in terms of vehicle deliveries and energy deployments.
JPMorgan raised its price target on Tesla shares from $115 to $150. It maintained its ‘Underweight’ rating on the stock.
Despite Tesla reporting 497,099 deliveries, about 12 percent above the 443,000 anticipated from the consensus, JPMorgan is still skeptical that the company can keep up its momentum, stating most of its Q3 strength came from leaning on the removal of the $7,500 EV tax credit, which expired on September 30.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
The firm said Tesla benefited from a “temporary stronger-than-expected industry-wide pull-forward” as the tax credit expired. It is no secret that consumers flocked to the company this past quarter to take advantage of the credit.
The bump will need to be solidified as the start of a continuing trend of strong vehicle deliveries, the firm said in a note to investors. Analysts said that one quarter of strength was “too soon to declare Tesla as having sustainably returned to growth in its core business.”
JPMorgan does not anticipate Tesla having strong showings with vehicle deliveries after Q4.
There are two distinct things that stick out with this note: the first is the lack of recognition of other parts of Tesla’s business, and the confusion that surrounds future quarters.
JPMorgan did not identify Tesla’s strength in autonomy, energy storage, or robotics, with autonomy and robotics being the main focuses of the company’s future. Tesla’s Full Self-Driving and Robotaxi efforts are incredibly relevant and drive more impact moving forward than vehicle deliveries.
Additionally, the confusion surrounding future delivery numbers in quarters past Q3 is evident.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Tesla will receive some assistance from deliveries of vehicles that will reach customers in Q4, but will still qualify for the credit under the IRS’s revised rules. It will also likely introduce an affordable model this quarter, which should have a drastic impact on deliveries depending on pricing.
Tesla shares are trading at $422.40 at 2:35 p.m. on the East Coast.
Investor's Corner
Tesla Q3 deliveries expected to exceed 440k as Benchmark holds $475 target
Tesla stock ended the third quarter at $444.72 per share, giving the EV maker a market cap of $1.479 trillion at the end of Q3 2025.

Benchmark has reiterated its “Buy” rating and $475 price target on Tesla stock (NASDAQ: TSLA) as the company prepares to report its third-quarter vehicle deliveries in the coming days.
Tesla stock ended the third quarter at $444.72 per share, giving the EV maker a market cap of $1.479 trillion at the end of Q3 2025.
Benchmark’s estimates
Benchmark analyst Mickey Legg noted that he expects Tesla’s deliveries to hit around 442,000 vehicles this Q3, which is under the 448,000-unit consensus but still well above the 384,000 vehicles that the company reported in Q2 2025. According to the analyst, some optimistic estimates for Tesla’s Q3 deliveries are as high as mid-460,000s.
“Tesla is expected to report 3Q25 global production and deliveries on Thursday. We model 442,000 deliveries versus ~448,000 for FactSet consensus with some high-side calls in the mid-460,000s. A solid sequential uptick off 2Q25’s ~384,000, a measured setup into year-end given a choppy incentive/pricing backdrop,” the analyst wrote.
Benchmark is not the only firm that holds an optimistic outlook on Tesla’s Q3 results. Deutsche Bank raised its own delivery forecast to 461,500, while Piper Sandler lifted its price target to $500 following a visit to China to assess market conditions. Cantor Fitzgerald also reiterated an “Overweight” rating and $355 price target for TSLA stock.
Stock momentum meets competitive headwinds
Tesla’s anticipated Q3 results are boosted in part by the impending expiration of the federal EV tax credit in the United States, which analysts believe has encouraged buyers to finalize vehicle purchases sooner, as noted in an Investing.com report.
Tesla shares have surged nearly 30% in September, raising expectations for a strong delivery report. Benchmark warned, however, that some volatility may emerge in the coming quarter.
“With the stock up sharply into the print (roughly ~28-32% in September), its positioning raises the bar for an upside surprise to translate into further near-term strength; we also see risk of volatility if regional mix or ASPs underwhelm. We continue to anticipate policy-driven choppiness after 3Q as certain EV incentives/credits tighten or roll off in select markets, potentially creating 4Q demand air pockets and order-book lumpiness,” the analyst wrote.
-
Elon Musk2 weeks ago
Tesla FSD V14 set for early wide release next week: Elon Musk
-
News1 week ago
Elon Musk gives update on Tesla Optimus progress
-
News2 weeks ago
Tesla has a new first with its Supercharger network
-
News2 weeks ago
Tesla job postings seem to show next surprise market entry
-
Investor's Corner2 weeks ago
Tesla gets new Street-high price target with high hopes for autonomy domination
-
Lifestyle1 week ago
500-mile test proves why Tesla Model Y still humiliates rivals in Europe
-
News1 week ago
Tesla Giga Berlin’s water consumption has achieved the unthinkable
-
Lifestyle1 week ago
Tesla Model S Plaid battles China’s 1500 hp monster Nurburgring monster, with surprising results