

Investor's Corner
Tesla bull posts 10 actions Elon Musk must do to improve sentiments on TSLA
Longtime Tesla bull Dan Ives of Wedbush Securities has been pretty vocal about his reservations surrounding CEO Elon Musk’s Twitter activities and their potentially adverse effects on TSLA stock. But while Ives has expressed his concerns about Musk and his leadership of Twitter, the analyst has maintained an overall bullish stance on the EV maker.
Ives has a $175 per share price target and an “Outperform” rating for Tesla, and in a recent note, Ives stated that CEO Elon Musk must initiate a number of actions to ensure that the negative sentiments surrounding the company are addressed in 2023. These actions cover several decisions surrounding Musk’s activities on both Twitter and Tesla. Among these actions is Musk naming a CEO for Twitter by the end of next month.
Ives also highlighted that Musk must focus his attention back on Tesla, and he must also stop selling stock carelessly. The Wedbush analyst noted that Musk must formally adopt a 10b5-1 plan. This way, Tesla investors would not be caught off guard by the CEO’s TSLA stock sales. Perhaps most importantly, Ives also argued that Musk’s political statements are affecting Tesla and the EV sector negatively.
Following are Ives’ suggestions.
Top 10 Actions Musk Needs to Do at Tesla/Twitter in 2023
- Name a CEO of Twitter by the end of January.
- Stop selling stock and no more boy that cried wolf or Pinocchio situation. Formally adopt a 10b5-1 plan so investors know there is no major selling block around the corner as Musk sold roughly $40 billion of TSLA stock the past year.
- Lay out conservative 2023 delivery and targets given the darker macro. The 50% growth target is not happening in our opinion, with 35%+ delivery growth a more hittable and realistic goal for 2023.
- Focus attention back on Tesla, not Twitter (goes hand in hand with new Twitter CEO being named). Musk is the hearts and lung of Tesla and vice versa.
- Announce Cybertruck deliveries will hit the road by the end of 2023. Timing is key here with competition from all angles and worries production woes will push this into 2024. Giga Austin is up and running and now key to hitting this next growth endeavor for Tesla.
- Board of Directors changes with some more experience around tech and EV leadership. We believe new additions to the Board would be welcomed by the Street at this tenuous time.
- Buybacks, Buybacks, Buybacks. Announcing a major stock buyback program is important/key for the Street’s confidence and with the stock at these levels a no brainer strategic move in our opinion for Tesla given its massive treasure chest.
- More financial metrics and transparency around the margin structure at Tesla. We believe this is a hidden gem at the company with more production/sales in China and Giga Berlin and Austin ramping. Long term margin targets will be key for the Street.
- The more political on Twitter that Musk becomes is a bad thing for selling EV cars to the masses. It’s that simple and this remains a key investor concern.
- Lay out the strategic plan for Twitter. Right now very simply the fear is Twitter is bleeding money with advertisers fleeing (for now) which means more losses and therefore more Musk TSLA stock sales. Once a new CEO is in place lay out the 3- year strategy of Twitter and what this can become, Super App, “X”, WeChat 2.0, etc.
Ives’ 10 suggestions for Elon Musk have been received quite well on social media, with some Tesla bulls noting that the actions were sound and logical. Others, however, have noted that Tesla would be fine even if Musk does not follow any of Wedbush’s suggestions, as the electric vehicle maker’s fundamentals remain strong.
Disclosure: Maria holds TSLA shares.
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
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
-
News2 weeks 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