

Investor's Corner
Tesla CEO Elon Musk commits to support of NYC in coronavirus relief efforts
New York City Mayor Bill de Blasio extended words of gratitude toward CEO Elon Musk on Friday, in response to Tesla’s commitment to donate ventilators to New York, which has become the epicenter of coronavirus cases in the US.
“You’re most welcome. Credit to the Tesla team. Will do our best to help in any way,” said Musk, in reply to de Blasio’s outreach.
Musk added that the most effective way to fight the shortage of ventilators is to recognize the exact locations of where they are needed and get them to those hospitals in an efficient fashion. “Biggest value Tesla is providing is the precise delivery of ventilators exactly to the ICU where & when they’re needed. There are many ventilators in warehouses, but stuck in logistics/routing/paperwork issues,” Musk stated.
You’re most welcome. Credit to the Tesla team. Will do our best to help in any way.
— Elon Musk (@elonmusk) March 27, 2020
A follower of Musk on Twitter then asked if Tesla would begin charging hospitals or medical facilities for ventilators that they either buy or manufacture themselves.
Musk clarified that he or his company would accept any compensation for the machines that will help save lives. “We will give away all our ventilators, whether we buy them or build them,” the Tesla CEO said.
The donation of ventilators from Musk to the city came in response to de Blasio’s request for help on March 19. On that day, Musk tweeted that Tesla would be willing to manufacture ventilators if there was a shortage. The tweet incited a response from de Blasio, who stated, “New York City is buying!”
We will give away all our ventilators, whether we buy them or build them
— Elon Musk (@elonmusk) March 27, 2020
In the wake of the coronavirus pandemic, Musk has stated the best response is to remain calm and not panic. While Tesla’s facilities in Fremont, California, and Buffalo, New York remain closed for production, their doors are opening for the manufacturing of third party ventilator systems. Initially, Musk struck up a conversation with a team from Medtronics. This conversation eventually led to Tesla offering its Fremont plant as a manufacturing facility for the medical equipment company to increase its production of ventilators. CEO Omar Ishrak confirmed the partnership between Tesla and Medtronics on CNBC on Wednesday.
Musk’s efforts span outside of New York. Earlier this week, he delivered 1,200 ventilators to the city of Los Angeles free of charge. China had an excess of ventilators, so Musk took it upon himself to purchase them and deliver the systems to Los Angeles to assist with COVID-19 affected patients. Tesla’s effort to help with the ventilator shortage will more than likely help patients with severe respiratory problems get the help they need, especially with the massive deficit in machines compared to severe cases of the virus.
While Fremont remains partially opened for some workers to help with loading Tesla vehicles onto haulers for delivery, Giga New York remains closed, even though many New York officials are requesting the plant be reopened for ventilator production.
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.”
Investor's Corner
Barclays lifts Tesla price target ahead of Q3 earnings amid AI momentum
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.

Barclays has raised its price target for Tesla stock (NASDAQ: TSLA), with the firm’s analysts stating that the electric vehicle maker is approaching its Q3 earnings with two contrasting “stories.”
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.
Tesla’s AI and autonomy narrative
Levy told investors that Tesla’s “accelerating autonomous and AI narrative,” amplified by CEO Elon Musk’s proposed compensation package, is energizing market sentiment. The analyst stated that expectations for a Q3 earnings-per-share beat are supported by improved vehicle delivery volumes and stronger-than-expected gross margins, as noted in a TipRanks report.
Tesla has been increasingly positioning itself as an AI-driven company, with Elon Musk frequently emphasizing the long-term potential of its Full Self-Driving (FSD) software and products like Optimus, both of which are heavily driven by AI. The company’s AI focus has also drawn the support of key companies like Nvidia, one of the world’s largest companies today.
Still cautious on TSLA
Despite bullish AI sentiments, Barclays maintained its caution on Tesla’s underlying business metrics. Levy described the firm’s stance as “leaning neutral to slightly negative” heading into the Q3 earnings call, citing concerns about near-term fundamentals of the electric vehicle maker.
Barclays is not the only firm that has expressed its concerns about TSLA stock recently. As per previous reports, BNP Paribas Exane also shared an “Underperform” rating on the company due to its two biggest products, the Robotaxi and Optimus, still generating “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” BNP Paribas, however, also estimated that Tesla will have an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040, and more than 11 million FSD subscriptions by 2030.
Investor's Corner
BNP Paribas Exane initiates Tesla coverage with “Underperform” rating
The firm’s projections for Tesla still include an estimated 525,000 active Robotaxis by 2030.

Tesla (NASDAQ: TSLA) has received a bearish call from BNP Paribas Exane, which initiated coverage on the stock with an Underperform rating and a $307 price target, about 30% below current levels.
The firm’s analysts argued that Tesla’s valuation is driven heavily by artificial intelligence ventures such as the Robotaxi and Optimus, which are both still not producing any sales today.
Tesla’s valuation
In its note, BNP Paribas Exane stated that Tesla’s two AI-led programs, the Robotaxi and Optimus robots, generate “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” The research firm’s model projected a maximum bull-case valuation of $2.7 trillion through 2040, but after discounting milestone probabilities, its base-case valuation remained at $1.02 trillion.
The analysts described their outlook as optimistic toward Tesla’s AI ventures but cautioned that the stock’s “unfavorable risk/reward is clear,” adding that consensus earnings expectations for 2026 remain too high. Tesla’s market cap currently stands around $1.44 trillion with a trailing twelve-month revenue of $92.7 billion, which BNP Paribas argued does not justify Tesla’s P/E ratio of 258.59, as noted in an Investing.com report.
Tesla and its peers
BNP Paribas Exane’s report also included a comparative study of the “Magnificent Seven,” finding Tesla’s current market valuation as rather aggressive. “Our unique comparative analysis of the ‘Mag 7’ reveals the extreme nature of TSLA’s valuation, as the market implicitly says TSLA’s 2035 earnings (~55% of which will be driven by Robotaxi & Optimus, w/ zero sales now) have the same level of risk & value-appropriation as the ‘Mag 6’s’ 2026 earnings,” the firm noted.
The firm’s projections for Tesla include an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040 priced above $20,000 each, and more than 11 million Full Self-Driving subscriptions by 2030. Interestingly enough, these seem to be rather optimistic projections for one of the electric vehicle maker’s more bearish estimates today.
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