Elon Musk
Tesla regains Piper Sandler’s confidence with Robotaxi plans & Q1 Results
Piper Sandler says Tesla delivered the best-case scenario for bulls. $TSLA has catalysts ahead to silence the bears.

Tesla gained Piper Sandler analyst Alexander Potter’s confidence following its Q1 2025 earnings call. Piper Sandler reaffirmed its Overweight rating and $400 TSLA price target, signaling optimism for the company’s robotaxi and affordable vehicle launches expected this year. The firm’s stance reflects Tesla’s resilience amid market challenges.
Despite expectations of weak Q1 financials, Tesla’s stock edged up in after-hours trading, defying skepticism. Piper Sandler’s Alexander Potter noted that the results met the hopes of Tesla supporters, particularly as the company held firm on its timelines. Potter emphasized that anticipation for robotaxi details and new vehicle launches should keep critics at bay, supporting the $400 target.
“In our preview last week, we predicted that (at best) Q1 would be a non-event. With the stock trading up slightly in the after-hours session, it appears our best-case scenario has materialized. Considering generally weak Q1 financials, we think this is the best result that TSLA bulls could’ve reasonably hoped for.
“In our view, the most important Q1 takeaway is this: Tesla didn’t hedge expectations re: launching Robotaxis or lower-priced vehicles in 1H25. With <2 months until the end of June, investors can look forward to some interesting catalysts in the weeks ahead. In our view, this alone should be enough to keep the bears at bay, at least until we have a better idea re: the details of Tesla’s new products, as well as the scale/scope of the Robotaxi launch,” wrote Potter.
Wedbush Securities’ Dan Ives, a longtime TSLA bull, echoed Potter’s optimism for Tesla. Ives raised his price target for Tesla stock from $315 to $350 with a BUY rating. His Tesla upgrade came after Elon Musk’s announcement during the Q1 earnings call that he would reduce his involvement with DOGE, signaling a sharper focus on Tesla.
Tesla’s steady Q1 performance and unwavering commitment to its 2025 roadmap, including the Robotaxi launch and lower-priced models, bolster investor confidence. Piper Sandler’s analysis underscores Tesla’s ability to navigate a competitive electric vehicle market while advancing its technological edge. The upcoming Robotaxi launch and affordable vehicle introductions are pivotal, with analysts expecting these initiatives to drive stock value through 2025.
As Tesla prepares for these milestones, its stock movement reflects market trust in Musk’s vision. With Piper Sandler and Wedbush reaffirming bullish outlooks, Tesla’s strategic moves will remain under close scrutiny, positioning the company to capitalize on its innovation pipeline in a dynamic industry landscape.
Elon Musk
Tesla’s Elon Musk considers insane Cybertruck mod: ‘Maybe we should make this’
The Cybertruck won’t do what the video shows (at least not in our lifetime), but a very entry-level version of it could be developed.

Tesla CEO Elon Musk has teased what could potentially be the company’s next big project, and while it is likely many, many years away, it shows the company truly has its sights set on the craziest things the world has seen.
Musk shared a video created by Grok Imagine, the AI tool that is able to take images and turn them into videos, showing a Cybertruck flying above the clouds and buildings of what appears to be a very futuristic city.
There are also massive robots roaming around in the video, so it is obviously an illustration of what life could look like in several generations.
However, Musk, who does not shy away from some really optimistic projects and goals, shared the video on X and said, “Maybe Tesla should make this.”
Maybe Tesla should make this https://t.co/9ieoqM03Wu
— Elon Musk (@elonmusk) August 19, 2025
What is depicted in the video is not what we’d see Tesla create anytime soon. However, the company could potentially engineer something to make the Cybertruck hover, as it plans to do with the Roadster.
Of course, this is likely a huge “if” considering the current state of the car industry. Vehicles are becoming more advanced with every passing day as companies like Tesla, Waymo, and others are working to sort out things like autonomous and driverless travel.
Tesla has been working on somewhat of a similar idea with the Roadster, a vehicle that has been delayed on several occasions because of Musk’s spectacular imagination. Earlier this year, Tesla’s Chief Designer, Franz von Holzhausen, revealed Musk wanted to push the limits of that vehicle even more.
It seems it could be on the way soon, considering Tesla has teased an “epic” demo for the car, which could come before the end of the year.
Tesla has been working to make the Roadster hover, using SpaceX cold gas thrusters. It will also utilize these for what could be an incredibly fast 1.1-second 0-60 MPH acceleration rate that has been teased countless times.
This project that Musk is teasing with the Cybertruck is likely one that we will not see in our lifetimes. However, this is just one example of the outlandish ideas Musk continues to tease for Tesla in the future.
Elon Musk
Tesla Robotaxi gets shade thrown on it by ex-Waymo CEO
“If they were striving to re-create today’s Bay Area Uber experience, looks like they’ve absolutely nailed it.”

Tesla Robotaxi is getting more shade thrown on it by skeptics from all corners of the industry. Recently, it received some criticism from ex-Waymo CEO John Krafcik, who led the currently sits on the board of Tesla rival Rivian.
Robotaxi is Tesla’s self-driving ride-hailing service that operates in both Austin, Texas, and the San Francisco Bay Area.
In Austin, it launched on June 22, and it was the first city where Tesla launched driverless rides to a select group of invited guests. That group, as well as the geofence in Austin, has expanded several times in the roughly two months since its launch.
In the Bay, Tesla is not legally allowed to call the platform “Robotaxi,” so it refers to it as its ride-hailing service. This was confirmed by CEO Elon Musk.
However, Krafcik, who was with Waymo for about seven years, is skeptical of the Robotaxi fleet, basically calling it less than impressive and stating that it is a lot like Uber in San Francisco.
In an interview with Business Insider, Krafcik revealed his true thoughts about Tesla’s efforts:
“If they were striving to re-create today’s Bay Area Uber experience, looks like they’ve absolutely nailed it.”
He went on to say that the company’s decision to keep Safety Monitors in the vehicle for the time being makes the vehicle not a Robotaxi. In Austin, there is not a Safety Monitor in the driver’s seat, only in the front passenger’s seat.
In the Bay Area, there is a Safety Monitor in the driver’s seat, which is a regulatory requirement with the platform currently.
Krafcik continued:
“Please let me know when Tesla launches a robotaxi — I’m still waiting. It’s (rather obviously) not a robotaxi if there’s an employee inside the car.”
The presence of a Safety Monitor is only a measure of precaution currently, and Tesla has said that it is purely a move to ensure riders are kept out of danger.
Musk said recently that Tesla is being “paranoid” over safety, and for good reason. Any instance of an accident could set Tesla, or any self-driving program for that matter, back years.
Unfortunately, Krafcik said he has no desire to try Robotaxi, so it won’t get a fair shot at changing his mind.
Elon Musk
Tesla bear Guggenheim sees nearly 50% drop off in stock price in new note
Tesla bear Guggenheim does not see any upside in Robotaxi.

Tesla bear Guggenheim is still among the biggest non-believers in the company’s overall mission and its devotion to solving self-driving.
In a new note to investors on Thursday, analyst Ronald Jewsikow reiterated his price target of $175, a nearly 50 percent drop off, with a ‘Sell’ rating, all based on skepticism regarding Tesla’s execution of the Robotaxi platform.
A few days ago, Tesla CEO Elon Musk said the company’s Robotaxi platform would open to the public in September, offering driverless rides to anyone in the Austin area within its geofence, which is roughly 90 square miles large.
Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when
However, Jewsikow’s skepticism regarding this timeline has to do with what’s going on inside of the vehicles. The analyst was willing to give props to Robotaxi, saying that Musk’s estimation of a September public launch would be a “key step” in offering the service to a broader population.
Where Jewsikow’s real issue lies is with Tesla’s lack of transparency on the Safety Monitors, and how bulls are willing to overlook their importance.
Much of this bullish mentality comes from the fact that the Monitors are not sitting in the driver’s seat, and they don’t have anything to do with the overall operation of the vehicle.
Musk also said last month that reducing Safety Monitors could come “in a month or two.”
Instead, they’re just there to make sure everything runs smoothly.
Jewsikow said:
“While safety drivers will remain, and no timeline has been provided for their removal, bulls have been willing to overlook the optics of safety drivers in TSLA vehicles, and we see no reason why that would change now.”
He also commented on Musk’s recent indication that Tesla was working on a 10x parameter count that could help make Full Self-Driving even more accurate. It could be one of the pieces to Tesla solving autonomy.
Jewsikow added:
“Perhaps most importantly for investors bullish on TSLA for the fleet of potential FSD-enabled vehicles today, the 10x higher parameter count will be able to run on the current generation of FSD hardware and inference compute.”
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