Investor's Corner
Here’s what Tesla owner-investors will be asking Elon Musk today
During Tesla’s upcoming Q4 and Full Year 2018 earnings call this Wednesday at 2:30 p.m. PT (5:30 p.m. ET), the electric car maker would be taking questions from retail investors that are aggregated from Say, a startup that creates and develops investor communication tools.
Over the past weeks, Tesla’s retail investors have submitted and voted on questions that they wish to be discussed in the company’s upcoming earnings call. After collecting the shareholder inquiries on its website, Say would be delivering them to Tesla’s investor relations department. In a statement to Bloomberg Law, a Tesla spokesperson has confirmed that the company would indeed be answering some questions from retail investors.
The Say campaign appears to be quite popular among shareholders. So far, over 250 inquiries have been posted by investors representing more than $50 million worth of TSLA shares. Among the most popular questions for the company involve Tesla’s customer service issues, Model 3’s annual targets, and a possible 2170 battery update for the Model S and X. The inquiries are vetted as well, since Say only allows verified Tesla shareholders to vote and submit questions.
Here’s the Top 5 questions from Say’s Tesla Q4 earnings page.
- Owners, many of them with large followings online, are becoming very vocal about Tesla’s worsening customer service experience with delivery, service, and repair. This has a severe impact on sales and returning sales. What are you doing to change this growing negative reputation?
- How are feeling about demand right now across the product line? Is 500k-700k units at ~$42k ASP still a realistic annual target for Model 3, even considering the impact of Model Y on demand? Do you continue to see S/X ~100k annually?
- If and when will Tesla switch Model S & X to 2170 battery cells? What percent range improvement do you expect?
- Can you please share an update on Full Self Driving and Tesla Network development? When will customers start to see FSD features? What’s a best case timeline for the Tesla Network to go live?
- Where will the Tesla Semi & Model Y be produced? Can you share a timeline on the expected production ramp of these vehicles?
This would not be the first time for Tesla to take a question from a retail investor. Last May, Elon Musk courted Wall Street’s ire after he dismissed a couple of analysts, dubbing their inquiries as “boring” and “boneheaded.” Instead, Musk opted to take questions from retail investor Galileo Russell, a retail investor who hosts a YouTube channel called HyperChange TV. Rusell’s inquiries, which were also compiled from the Tesla community, were appreciated by Musk, who proceeded to give a notable amount of updates on the company’s upcoming projects. Ultimately, Galileo and Say would end up working together in the development of the question platform that would be used in Tesla’s earnings call later today.
In a statement to Teslarati, Galileo shared some questions that he hopes Tesla would address in its Q4 and Full Year 2018 earnings call.
“I’m so happy Tesla has chosen to take retail questions from SAY. The top questions surrounding Tesla’s worsening Net Promoter Scores & customer service pinpoint exactly what I want to know. What is Tesla doing to address its biggest weakness? Additionally, Rob’s question from Tesla Daily (currently #2) about Model 3 demand at maturity, will give us clarity on normalized demand for the car now that it has been available for more than a year.”
Ultimately, Tesla appears to be set on democratizing its process of communicating its earnings to shareholders, the media, as well as institutional investors. This is yet another step away from convention, considering that earnings calls usually feature inquiries from Wall Street analysts and the occasional member of the media. By supporting Say’s campaign, electric car maker is all but ensuring that its retail investors would be able to ask inquiries that are relevant and pertinent to the Tesla community as a whole.
if any, Tesla’s support for the retail investors’ questions would most definitely make today’s earnings call the last thing from “boring.”
Tesla is set to release its Q4 and Full Year 2018 financial results after markets close today. Following the release of its Q4 and full-year 2018 financial results, Tesla will be holding its earnings call, which will begin at 2:30 p.m. Pacific Time (5:30 p.m. Eastern Time).
The full list of questions submitted by TSLA retail investors in Say’s platform could be accessed here.
Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.’”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Elon Musk
Tesla stock gets crazy prediction from CEO Elon Musk
Musk says this is what it would take to be a millionaire from a Tesla investment right now.
Tesla stock (NASDAQ: TSLA) got a crazy prediction from CEO Elon Musk recently, as the future of the company seems to be moving more toward AI, autonomy, and robotics, and away from automotive, which is what it has traditionally been recognized as.
Over the past few years, as Tesla has prioritized its Full Self-Driving suite, its rollout of a dedicated Robotaxi program, and the development of the Optimus bot, the company has gained a new reputation from analysts.
It was always looked at as a stock with tremendous potential by many Wall Street firms, some more than others.
The most bullish analysts, like Cathie Wood of ARK Invest, believe the company will eventually reach a multi-trillion-dollar valuation and a share price of over $2,000. Her $2,600 price target does not include any contributions of Optimus. Instead, it leans on Full Self-Driving and Robotaxi.
Based on where the company is now, there are a lot of potential catalysts. The Robotaxi expansion, as well as affordable vehicles, its prowess in AI and Robotics, and its powerful energy division are all arguments for investment.
One X user said that a $150,000 investment in Tesla right now would likely make you a millionaire. Musk said he thinks that sentiment is “probably correct.”
I think this is probably correct
— Elon Musk (@elonmusk) August 5, 2025
He’s echoed this belief in recent earnings calls, including the one for Q2, which happened in July:
“I do think if Tesla continues to execute well with vehicle autonomy and humanoid robot autonomy, it will be the most valuable company in the world. A lot of execution between here and there. It doesn’t just happen. Provided we execute very well, I think Tesla has a shot at being the most valuable company in the world. Obviously, I am extremely optimistic about the future of the company.”
Tesla is trading at $316.50 at the time of writing, and has a market cap of just under $1 trillion.
Elon Musk
Tesla stock gets another analysis from Jim Cramer, and investors will like it
“Tesla is morphing right now. It’s in transition from being a car company to being a technology company.”
Tesla stock (NASDAQ: TSLA) got its latest analysis from Jim Cramer, and investors will like what he has to say.
Cramer has flip-flopped his thoughts on Tesla shares many times over the years. One time, he said CEO Elon Musk was a genius; the next, he said Ford stock was a better play. He’s always changing his tune.
However, Cramer’s most recent analysis is of a bullish tone, as he talks about the company’s evolution from an automaker to a tech powerhouse. He made the comments on CNBC’s Mad Money:
“Tesla is morphing right now. It’s in transition from being a car company to being a technology company. You wanna be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where it’s going to.”
Jim Cramer last night on $TSLA: “Tesla is morphing right now. It’s in transition from being a car company to being a technology company. You wanna be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where… pic.twitter.com/WzlPdQD7gq
— Sawyer Merritt (@SawyerMerritt) August 5, 2025
Tesla has always been looked at by the mainstream media as an automaker. While that is its main business currently, Tesla has always had other divisions: Energy, Solar, Charging, AI, and Robotics. Some came after others, but the important point is that Tesla has not been an automaker exclusively for a decade.
It launched Powerwall and Powerpack in April 2015, marking the start of Tesla Energy.
But Cramer has a point here: Tesla is truly becoming much more than a car company, and it is turning into an AI and overall tech company more than ever before. Eventually, it will be recognized as such, more so than it will be as an automotive company.
Cramer’s comments also follow a recent prediction by Musk, who stated on X that he believes a $150,000 investment in Tesla shares right now would eventually turn someone into a millionaire:
I think this is probably correct
— Elon Musk (@elonmusk) August 5, 2025
Musk has said he believes Tesla could be headed to a serious increase in valuation. Eventually, it could become the most valuable company in the world. He said this during the Q2 Earnings Call:
“I do think if Tesla continues to execute well with vehicle autonomy and humanoid robot autonomy, it will be the most valuable company in the world. A lot of execution between here and there. It doesn’t just happen. Provided we execute very well, I think Tesla has a shot at being the most valuable company in the world. Obviously, I am extremely optimistic about the future of the company.”
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Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
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