

Investor's Corner
Tesla set for ‘massive trajectory’ for Q3 deliveries fueled by September demand
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- Wedbush analyst Dan Ives says September Tesla deliveries are on pace for “massive trajectory”
- Ives reiterates “Outperform” rating; holds $1,000 price target
- Tesla on pace for 230,000 deliveries, Ives predicts
Tesla (NASDAQ: TSLA) is set for its biggest quarter in company history, according to Wedbush analyst and $TSLA bull Daniel Ives. Ives, who has periodically put his two cents regarding Tesla stock for several years, has spoken highly of the electric automaker, giving the company credit for being the leading force in the up-and-coming “green tidal wave” that will overtake the automotive sector as a whole. Tesla’s Q3 2021 is likely to be fed in part by September demand, which Ives believes is trending toward historic levels thanks to the automaker’s ability to avoid the long and drawn-out shortage of semiconductor chips.
Ives, who currently maintains an “Outperform” rating on $TSLA stock with a price target of $1,000, said that he is confident Tesla would exceed consensus expectations, which have Q3 deliveries set at 123,000 vehicles. Ives is more convinced of Tesla hitting 230,000 deliveries in Q3, mainly fueled by a “massive trajectory” of between 145,000 to 150,000 deliveries in September alone.
“The pace of EV deliveries in the US and China have been robust the last 4-6 weeks with an eye-popping growth trajectory heading into 4Q and 2022 for Musk & Co.,” Ives wrote in a note to investors.
September may be the saving grace for Tesla in Q3, especially as Elon Musk wrote in a leaked email to Tesla employees earlier this month that Q3 has the potential to be the company’s most remarkable. The CEO told workers that this week has the potential to be the “most intense delivery week ever,” as Tesla continues to trend toward record numbers once again. Tesla has not seen a decline in sales or deliveries of its vehicles Quarter-over-Quarter since Q1 2019.
The only reason Ives believes Tesla won’t have an even bigger quarter than he expects is due to the semiconductor chip shortage. While Tesla was able to avert most of the production delays and manufacturing stoppages with the creation of its own in-house microcontrollers, there was still a negative effect on the company’s production and delivery rate in July and August, he said in the note. Ives believes Tesla would have delivered around 80,000 to 90,000 vehicles for the first two months of the quarter. Overall, Ives said that the chip shortage may have decreased the overall production and delivery number by around 40,000 units.
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Tesla (TSLA) gets upbeat estimates from Wall St amid “strongest ever” quarter
Tesla’s decision to export vehicles from Shanghai to Europe earlier this month to begin sales of the Model Y crossover on the continent could have also affected the automaker’s overall outlook for Q3. Ives believes the intense and complicated logistical process may have thrown a few wrenches into Tesla’s overall growth.
Even still, as Tesla navigated through the chip shortage and handled a new logistical process with relative ease, Ives is convinced that Tesla will still report its biggest quarter when Q3 wraps up tomorrow.
Analysts at other financial firms have already listed their estimates for Tesla’s third quarter. Many analysts have expectations for around 230,000 vehicles, including Alex Potter of Piper Sandler and Credit Suisse analyst Dan Levy. The analysts estimated 233,000 and between 225,000-230,000 deliveries for Q3, respectively.
Disclosure: Joey Klender is a TSLA Shareholder.
Elon Musk
Tesla analysts believe Musk and Trump feud will pass
Tesla CEO Elon Musk and U.S. President Donald Trump’s feud shall pass, several bulls say.

Tesla analysts are breaking down the current feud between CEO Elon Musk and U.S. President Donald Trump, as the two continue to disagree on the “Big Beautiful Bill” and its impact on the country’s national debt.
Musk, who headed the Department of Government Efficiency (DOGE) under the Trump Administration, left his post in May. Soon thereafter, he and President Trump entered a very public and verbal disagreement, where things turned sour. They reconciled to an extent, and things seemed to be in the past.
However, the second disagreement between the two started on Monday, as Musk continued to push back on the “Big Beautiful Bill” that the Trump administration is attempting to sign into law. It would, by Musk’s estimation, increase spending and reverse the work DOGE did to trim the deficit.
Every member of Congress who campaigned on reducing government spending and then immediately voted for the biggest debt increase in history should hang their head in shame!
And they will lose their primary next year if it is the last thing I do on this Earth.
— Elon Musk (@elonmusk) June 30, 2025
President Trump has hinted that DOGE could be “the monster” that “eats Elon,” threatening to end the subsidies that SpaceX and Tesla receive. Musk has not been opposed to ending government subsidies for companies, including his own, as long as they are all abolished.
How Tesla could benefit from the ‘Big Beautiful Bill’ that axes EV subsidies
Despite this contentious back-and-forth between the two, analysts are sharing their opinions now, and a few of the more bullish Tesla observers are convinced that this feud will pass, Trump and Musk will resolve their differences as they have before, and things will return to normal.
ARK Invest’s Cathie Wood said this morning that the feud between Musk and Trump is another example of “this too shall pass:”
BREAKING: CATHIE WOOD SAYS — ELON AND TRUMP FEUD “WILL PASS” 👀 $TSLA
She remains bullish ! pic.twitter.com/w5rW2gfCkx
— TheSonOfWalkley (@TheSonOfWalkley) July 1, 2025
Additionally, Wedbush’s Dan Ives, in a note to investors this morning, said that the situation “will settle:”
“We believe this situation will settle and at the end of the day Musk needs Trump and Trump needs Musk given the AI Arms Race going on between the US and China. The jabs between Musk and Trump will continue as the Budget rolls through Congress but Tesla investors want Musk to focus on driving Tesla and stop this political angle…which has turned into a life of its own in a roller coaster ride since the November elections.”
Tesla shares are down about 5 percent at 3:10 p.m. on the East Coast.
Elon Musk
Tesla investors will be shocked by Jim Cramer’s latest assessment
Jim Cramer is now speaking positively about Tesla, especially in terms of its Robotaxi performance and its perception as a company.

Tesla investors will be shocked by analyst Jim Cramer’s latest assessment of the company.
When it comes to Tesla analysts, many of them are consistent. The bulls usually stay the bulls, and the bears usually stay the bears. The notable analysts on each side are Dan Ives and Adam Jonas for the bulls, and Gordon Johnson for the bears.
Jim Cramer is one analyst who does not necessarily fit this mold. Cramer, who hosts CNBC’s Mad Money, has switched his opinion on Tesla stock (NASDAQ: TSLA) many times.
He has been bullish, like he was when he said the stock was a “sleeping giant” two years ago, and he has been bearish, like he was when he said there was “nothing magnificent” about the company just a few months ago.
Now, he is back to being a bull.
Cramer’s comments were related to two key points: how NVIDIA CEO Jensen Huang describes Tesla after working closely with the Company through their transactions, and how it is not a car company, as well as the recent launch of the Robotaxi fleet.
Jensen Huang’s Tesla Narrative
Cramer says that the narrative on quarterly and annual deliveries is overblown, and those who continue to worry about Tesla’s performance on that metric are misled.
“It’s not a car company,” he said.
He went on to say that people like Huang speak highly of Tesla, and that should be enough to deter any true skepticism:
“I believe what Musk says cause Musk is working with Jensen and Jensen’s telling me what’s happening on the other side is pretty amazing.”
Tesla self-driving development gets huge compliment from NVIDIA CEO
Robotaxi Launch
Many media outlets are being extremely negative regarding the early rollout of Tesla’s Robotaxi platform in Austin, Texas.
There have been a handful of small issues, but nothing significant. Cramer says that humans make mistakes in vehicles too, yet, when Tesla’s test phase of the Robotaxi does it, it’s front page news and needs to be magnified.
He said:
“Look, I mean, drivers make mistakes all the time. Why should we hold Tesla to a standard where there can be no mistakes?”
It’s refreshing to hear Cramer speak logically about the Robotaxi fleet, as Tesla has taken every measure to ensure there are no mishaps. There are safety monitors in the passenger seat, and the area of travel is limited, confined to a small number of people.
Tesla is still improving and hopes to remove teleoperators and safety monitors slowly, as CEO Elon Musk said more freedom could be granted within one or two months.
Investor's Corner
Tesla gets $475 price target from Benchmark amid initial Robotaxi rollout
Tesla’s limited rollout of its Robotaxi service in Austin is already catching the eye of Wall Street.

Venture capital firm Benchmark recently reiterated its “Buy” rating and raised its price target on Tesla stock (NASDAQ: TSLA) from $350 to $475 per share, citing the company’s initial Robotaxi service deployment as a sign of future growth potential.
Benchmark analyst Mickey Legg praised the Robotaxi service pilot’s “controlled and safety-first approach,” adding that it could help Tesla earn the trust of regulators and the general public.
Confidence in camera-based autonomy
Legg reiterated Benchmark’s belief in Tesla’s vision-only approach to autonomous driving. “We are a believer in Tesla’s camera-focused approach that is not only cost effective but also scalable,” he noted.
The analyst contrasted Tesla’s simple setup with the more expensive hardware stacks used by competitors like Waymo, which use various sophisticated sensors that hike up costs, as noted in an Investing.com report. Compared to Tesla’s Model Y Robotaxis, Waymo’s self-driving cars are significantly more expensive.
He also pointed to upcoming Texas regulations set to take effect in September, suggesting they could help create a regulatory framework favorable to autonomous services in other cities.
“New regulations for autonomous vehicles are set to go into place on Sept. 1 in TX that we believe will further help win trust and pave the way for expansion to additional cities,” the analyst wrote.
Tesla as a robotics powerhouse
Beyond robotaxis, Legg sees Tesla evolving beyond its roots as an electric vehicle maker. He noted that Tesla’s humanoid robot, Optimus, could be a long-term growth driver alongside new vehicle programs and other future initiatives.
“In our view, the company is undergoing an evolution from a trailblazing vehicle OEM to a high-tech automation and robotics company with unmatched domestic manufacturing scale,” he wrote.
Benchmark noted that Tesla stock had rebounded over 50% from its April lows, driven in part by easing tariff concerns and growing momentum around autonomy. With its initial Robotaxi rollout now underway, the firm has returned to its previous $475 per share target and reaffirmed TSLA as a Benchmark Top Pick for 2025.
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