News
Tesla Fandom: Terrific or Toxic?
Tesla fans are passionate people, and it does not take a very vast amount of time to realize that. The brand itself has a certain appeal to it, and those who own the company’s most elusive products, like the 2008 Roadster, have about as much passion as those who own the $35,000 Model 3 variant. People love their Tesla products forward and backward. Usually, enthusiasm for a car company lies within the diehards that “supe” their cars up or are lifelong purchasers of the same manufacturer for a lifetime. For example, some people swear by Ford trucks, so much so that they will put a sticker on their rear windshield of a cartoon urinating on a Chevrolet logo.
The toxicity of brand loyalty lies in every camp. There is a point where loving a company you openly support comes to be too much, and your passions get in the way of being a responsible human being and considering other points of view. This is something I have noticed with some Tesla fans who are willing to attack other automakers and enthusiasts of different brands, and it seems to be based on the fact that there is a disagreement on which car company is superior.
To be clear, I think that there are a lot of amazing people in this community. I, personally, have learned a lot about Tesla vehicles in my year (so far) at Teslarati. When I came into this role as a transportation writer, I had very limited knowledge, and I considered myself to be a novice in terms of what was going on in the Tesla world. I was right.
Now, I consider myself to be an expert on the topic, but I am certainly not all-knowing, and that is okay. I continue to learn a lot from the people who have surrounded me throughout my journey as a writer, and a lot of the time, it is because many influencers in this sector are supportive, smart, and genuinely nice people.
However, there is a small selection of people in the EV community that are vicious and have let their passion for an electric car company overtake their humility. I feel that a disagreement or argument every once in a while is okay. However, having these ugly communications back and forth, on what seems to be a daily basis, is what is making a bad name for the Tesla community.
Earlier this week, Complex, a popular media and lifestyle outlet, shared the news that CEO Elon Musk had become the fourth richest man in the world. When scrolling through the replies on the Tweet that was shared, I noticed someone stating that Elon “doesn’t care about anyone but himself,” and “hasn’t done anything to help humans.”
This is where I got involved, merely stating that Elon’s mission, as described in the Tesla Master Plan, was to help humans.
This person and I traded several Tweets back and forth, and it got to the point where we both realized that minds were not going to be changed. I talked about Tesla Solar, and how it is three-times less expensive than the U.S. average, Elon’s mission as a philanthropist and entrepreneur, and I also debunked a few EV myths, like Teslas are not capable of towing or hauling.
My adversary, on the other hand, never made a relevant point. It was a discussion full of red herrings, and I decided that it was likely a waste of my time to continue. It never went past 4-5 messages to each other. The conversation simply ended, nobody was blocked, nobody was called a name, communication just halted.
A big thanks to our long-time supporters and new subscribers! Thank you.
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
This is not something that I see very often when writing articles about other car companies. Nor do I see it when someone with a sizeable following Tweets a supportive message about an up-and-coming car company. For example, when Lucid had stated it had achieved a 517-mile EPA estimated range rating, the comments were “Make a car first,” and “Who cares.” Things of that nature.
I understand the frustration with car companies always gunning for Tesla, but how is competition a bad thing? How is the fact that all of these other car companies vocally admitting that Tesla is the benchmark a bad thing? I can’t find the answer.
Yes, Lucid needs to produce a car for the public. Yes, 517 miles is a lot of range, but we do need to see it on a production vehicle that will be delivered to a customer. Those are all reasonable assessments, but why does Lucid need to be attacked? They’re making electric cars, not gas ones. Isn’t that what this whole thing is all about?
At one point, Tesla was the “new kid on the block.” It was a little known, scrappy company looking to make a name for itself. It had its fair share of problems, and it worked through them. Other car companies are experiencing the same things Tesla did years ago. But when Tesla was new and fresh, gas car enthusiasts were saying, “Who cares,” and “They should make a car that works first.” Here we are today, over a million vehicles later, and ramping up to a yearly production rate that far exceeded anyone’s wildest imagination.
It is almost ironic to me that the same things that came out of ICE enthusiast mouths are coming out of Tesla fan’s mouths now. The Tesla loyalty is a good thing, to an extent, but it should never outshine the fact that competition is good. It should never outshine the fact that other car companies are working on getting rid of gas-powered engines. It should never outshine the fact that the global fight against toxic carbon emissions is slowly but surely turning in our favor.
There is an old saying that goes, “If you don’t have anything nice to say, then don’t say it at all.” I think many of us should remember this from time to time. If there is a disagreement with someone that occurs online, understand that points of view are rarely going to line up identically. Understand that people are going to think your opinions are ridiculous. Lastly, realize that someone disagreeing with you is an opportunity for you to expand your mind and learn something new. A conversation with someone who holds opposite opinions or points of view is sometimes the healthiest thing for the human spirit. There is a lot of evidence that suggests being around “Yes men/women” is a bad thing. Humans grow on adversity, and there is nothing worse than being around a bunch of people who you have everything in common with. Sometimes, it is helpful to mix it up and hear things that you don’t necessarily agree with.
So next time you catch someone online, and they’re saying something that seems to challenge your beliefs, take a minute and think about what they are saying. Does it make sense, or is their idea full of misleading and incorrect information? In the case of the short conversation I had earlier this week, I recognized that what this person was saying was false based on Elon’s merit and what he has done for the world thus far in his career.
Don’t block or put someone on blast because they said something controversial to you. I would imagine a healthier way to end the conversation is to simply say, “I disagree with you, but I respect your opinion.” Calling someone names is childish, and stooping to the level they are taking if they begin calling you names makes you no better than they are. There’s a reason that it is called “taking the high road.”
Tesla’s mission is about sustaining life as we know it on Earth, or perhaps, on Mars. However, if we do not learn to cherish and respect views that differ from our own, our civilization will never make it. Breaking through boundaries and listening to points of view that are not necessarily on par with what we believe is sometimes the best thing for us. Even if you leave a conversation thinking, “That person has no clue what they’re talking about,” there are a series of benefits. You walked away respectfully. You learned that you and that person aren’t compatible. Lastly, you realized that there are people in the world that are the polar opposite to you. Those are just a few that come to mind.
I find it extremely important, especially at such a trying time in our world, that we respect one another as best as we can. Whether you’re a Tesla fan, Rivian fan, or a Lucid fan, be kind to one another. We are all in this together, and the push toward sustainable transportation is growing due to the efforts of each and every one of the companies that decided to manufacture EVs.
Please consider Subscribing and joining me next week as I go ‘Beyond the News’
Investor's Corner
Tesla price targets drop in shock move from three Wall Street firms
Despite Tesla not being an automotive company exclusively, the Wall Street firms and analysts covering its shares are widely dialed in on its performance regarding quarterly deliveries. While it holds some importance, Tesla, from an internal perspective, is more focused on end-to-end AI, Robotaxi, self-driving, and its Optimus robot.
Tesla price targets (NASDAQ: TSLA) have received several cuts over the past few days as Wall Street firms are adjusting their forecast for the company’s stock following a miss in quarterly delivery figures for the first quarter.
Despite Tesla not being an automotive company exclusively, the Wall Street firms and analysts covering its shares are widely dialed in on its performance regarding quarterly deliveries. While it holds some importance, Tesla, from an internal perspective, is more focused on end-to-end AI, Robotaxi, self-driving, and its Optimus robot.
In a notable shift underscoring mounting caution on Wall Street, three prominent investment banks slashed their price targets on Tesla Inc. shares over the past two weeks following the electric-vehicle giant’s disappointing first-quarter 2026 delivery numbers. The revisions highlight softening EV sales figures and, according to some, execution challenges.
Tesla delivered 358,023 vehicles in the January-to-March period, a 14 percent sequential decline and a miss versus consensus forecasts of roughly 365,000 to 370,000 units.
Production hit 408,000 vehicles, yet the delivery shortfall, paired with limited updates on autonomous-driving progress and new-model timelines, rattled investors. Shares fell about 8.7 percent since April 1.
Wall Street analysts are now adjusting their forecasts accordingly, as several firms have made adjustments to price targets.
Goldman Sachs
Goldman Sachs cut its target from $405 to $375 while maintaining a Hold rating. Analyst Mark Delaney pointed to soft EV sales trends and margin pressures.
Truist Financial followed on April 2, lowering its target from $438 to $400 (Hold unchanged), with analyst William Stein citing misses in both auto deliveries and energy-storage deployments, plus a lack of fresh details on AI initiatives and upcoming vehicles.
It is a strange drop if using AI initiatives and upcoming vehicles as a justification is the primary focus here. Tesla has one of the most optimistic outlooks in terms of AI, and CEO Elon Musk recently hinted that the company is developing something for the U.S. market that will be good for families.
Baird
Baird’s Ben Kallo made a very modest trim, reducing its target from $548 to $538, keeping and maintaining the ‘Outperform’ rating it holds on shares. Kallo said the price target adjustment was a prudent recalibration tied to near-term risks.
Truist
Truist analyst William Stein pointed to deliveries and energy storage missing expectations, and cut his price target to $400 from $438. He maintained the ‘Hold’ rating the firm held on the stock previously.
JPMorgan
Adding to the bearish tone on Monday, April 6, JPMorgan’s Ryan Brinkman reiterated an Underweight (Sell) rating and $145 price target, implying roughly 60 percent downside from recent levels.
Brinkman highlighted a “record surge in unsold vehicles” that adds to free-cash-flow woes, with inventory swelling to an estimated 164,000 units.
Tesla’s comfort level taking risks makes the stock a ‘must own,’ firm says
He lowered his Q1 2026 EPS estimate to $0.30 from $0.43 and full-year 2026 EPS to $1.80 from $2.00, both below consensus. Brinkman noted that expectations for Tesla’s performance have “collapsed” across financial and operating metrics through the end of the decade, yet the stock has risen 50 percent, and average price targets have increased 32 percent.
This disconnect, he argued, prices in an unrealistic sharp pivot to stronger results beyond the decade, while near-term realities remain materially weaker.
He advised investors to approach TSLA shares with a “high degree of caution,” citing elevated execution risk, competition, and valuation concerns in lower-price, higher-volume segments.
The revisions have pulled the overall consensus lower. Aggregators show the average 12-month price target now ranging from approximately $394 to $416 across roughly 32 analysts, with a prevailing Hold rating and a mixed split of Buy, Hold, and Sell recommendations.
Brinkman’s $145 target stands as a notable outlier on the bearish side.
Not Everyone Has Turned Bearish on Tesla Shares
Not all firms turned more pessimistic. Wedbush Securities held its bullish $600 target, stressing that AI and full self-driving technology represent the core value drivers, with current delivery softness viewed as temporary.
These moves reflect a broader Wall Street recalibration: near-term EV demand faces pressure from high interest rates, intensifying competition, especially from lower-cost Chinese rivals, and slower adoption.
At the same time, many analysts continue to see Tesla’s technology leadership in software-defined vehicles, autonomy, robotaxis, and energy storage as pathways to outsized long-term gains once macro conditions ease and new models launch.
With Tesla’s first-quarter earnings report due later this month, upcoming details on cost discipline, Cybertruck ramp-up, and AI roadmaps will likely shape whether these target adjustments prove prescient or overly cautious. Investors remain divided between immediate delivery realities and the company’s ambitious vision.
Tesla shares are trading at $348.82 at the time of publishing.
Elon Musk
Tesla Full Self-Driving feature probe closed by NHTSA
Actually Smart Summon allows owners to move their parked Tesla via a smartphone app remotely, directing the vehicle short distances in parking lots or private property while the driver supervises from the phone.
A probe into a popular Tesla self-driving feature has been closed by the National Highway Traffic Safety Administration (NHTSA) after over a year of scrutiny from the government agency.
The NHTSA has officially closed its investigation into Tesla’s Actually Smart Summon (ASS) feature, marking a regulatory win for the electric vehicle maker after more than a year of scrutiny.
Here’s our coverage on the launch of the probe:
Tesla’s Actually Smart Summon feature under investigation by NHTSA
The preliminary investigation, opened last January, examined roughly 2.59 million Tesla vehicles equipped with the feature across the Model S, Model X, Model 3, and Model Y lineups. ASS is not available for Cybertruck currently.
Actually Smart Summon allows owners to move their parked Tesla via a smartphone app remotely, directing the vehicle short distances in parking lots or private property while the driver supervises from the phone.
Here’s a clip of us using it:
Summon has had some good performances for me in the past
This was in October: https://t.co/w69Zp2bqeg pic.twitter.com/PVXSRj19E0
— TESLARATI (@Teslarati) April 5, 2026
Introduced as an upgrade to the original Smart Summon, the feature was designed to enhance convenience but drew attention after reports of low-speed incidents where vehicles bumped into stationary objects like posts, parked cars, or garage doors.
The NHTSA’s Office of Defects Investigation reviewed 159 incidents, including one formal Vehicle Owner’s Questionnaire complaint and media reports.
Notably, all events occurred at very low speeds, resulted only in minor property damage, and involved zero injuries or fatalities. The agency determined that the incidents were “extremely rare”, a fraction of one percent across millions of Summon sessions, and did not indicate a systemic safety-related defect.
A key factor in the closure was Tesla’s proactive response through over-the-air (OTA) software updates.
During the probe, Tesla deployed at least six updates that improved camera-based object detection, enhanced neural network performance for obstacle recognition, and refined the system’s response to potential hazards. These iterative improvements, delivered wirelessly to the entire fleet, addressed the primary concerns around detection reliability and operator reaction time.
Critics of Tesla’s autonomous features had initially pointed to the crashes as evidence of rushed deployment, especially given the feature’s reliance on the company’s vision-only Full Self-Driving (FSD) stack. However, NHTSA’s decision to close the case without seeking a recall underscores the low-severity nature of the events and the effectiveness of software-based fixes in modern vehicles.
It definitely has its flaws. I used ASS yesterday unsuccessfully:
It was pouring when I left the gym so I tried to Summon my Model Y
It turned the opposite way and drove out of range, stopping here and forcing me to walk even further across the lot in the rain for it 🤣
One day pic.twitter.com/iD10c8sriB
— TESLARATI (@Teslarati) April 5, 2026
However, improvements will come, and I’m confident in that.
The closure comes as Tesla continues to push boundaries with its autonomous driving ambitions, including unsupervised FSD rollouts and robotaxi initiatives. For owners, the ruling reinforces confidence in Actually Smart Summon as a convenient, low-risk tool rather than a hazardous experiment.
While broader NHTSA reviews of Tesla’s higher-speed FSD capabilities remain ongoing, this outcome highlights how data-driven analysis and rapid OTA remediation can satisfy regulators in the evolving landscape of automated driving technology.
Tesla has not issued an official statement on the closure, but the move is widely viewed as bullish for the company’s autonomy roadmap, reducing one layer of regulatory overhang and allowing focus on further refinements.
Elon Musk
Tesla uses Model S and X ‘sentimental’ value to enforce massive pricing move
By slashing production and creating immediate scarcity, the company has transformed these remaining vehicles into limited-edition relics. The price hike is not driven by rising material costs or new features.
Tesla is using the “sentimental” value that CEO Elon Musk talked about with the Model S and Model X to enforce one of the most massive pricing moves it has ever applied as it begins to phase out the flagship vehicles.
Tesla quietly executed one of its most calculated pricing plays yet. After officially ending production of the Model S and Model X, the company raised prices on every remaining new and demo unit by roughly $15,000.
The refreshed starting prices now sit at:
- $109,990 for the Model S AWD
- $124,900 for the Model S Plaid
- $114,900 for the Model X AWD
- $129,900 for the Model X Plaid
NEWS: Tesla has raised the price on all remaining new (and demo) Model S and Model X vehicles left in inventory by $15,000.
New starting prices:
• Model S AWD: $109,990
• Model S Plaid: $124,900
• Model X AWD: $114,900
• Model X Plaid: $129,900 pic.twitter.com/qBEhsYAfXr— Sawyer Merritt (@SawyerMerritt) April 5, 2026
Every vehicle comes fully loaded with the Luxe Package, Full Self-Driving Supervised, four years of premium connectivity and service, and lifetime free Supercharging. What looks like a simple inventory adjustment is, in reality, a masterclass in monetizing nostalgia.
These are not ordinary cars. For many owners, the Model S and Model X represent the purest expression of Tesla’s original promise—the sleek, over-engineered flagships that proved electric vehicles could be faster, quieter, and more desirable than their gasoline counterparts.
Tesla removes Model S and X custom orders as sunset officially begins
They are the vehicles that carried Elon Musk’s vision from Silicon Valley startup to global automaker.
The final units rolling off the line carry an emotional weight that numbers alone cannot capture. Buyers are not simply purchasing transportation; they are acquiring a piece of Tesla history, the last examples of the very models that defined the brand’s first decade.
Tesla, with this move, understands this sentiment deeply.
By slashing production and creating immediate scarcity, the company has transformed these remaining vehicles into limited-edition relics. The price hike is not driven by rising material costs or new features.
It is driven by the knowledge that a certain segment of buyers, loyalists, collectors, and enthusiasts, will pay a premium precisely because these cars are about to disappear. The strategy converts emotional attachment into margin.
Where other automakers might discount outgoing models to clear lots, Tesla is betting that sentiment is worth more than volume.
The move also quietly rewards existing owners. Scarcity instantly boosts resale values for the hundreds of thousands of Model S and X already on the road, reinforcing brand loyalty among the very people who helped build Tesla’s reputation.
In the end, Tesla’s pricing decision reveals a sophisticated understanding of its audience. As the company pivots toward next-generation platforms, it has found a way to extract one final, lucrative chapter from its heritage.
For buyers willing to pay the new prices, the premium is not just for the car; it is for the feeling of owning the last true originals. Tesla has turned sentiment into strategy, and in the process, reminded everyone that even in the EV era, emotion remains a powerful line on the balance sheet.
Tesla price targets drop in shock move from three Wall Street firms
Tesla Full Self-Driving feature probe closed by NHTSA
