Investor's Corner
Tesla bulls conflict as Musk Twitter ‘circus’ continues on
Tesla (NASDAQ: TSLA) bulls are conflicted about the automaker’s forecast and outlook as CEO Elon Musk’s “circus” with Twitter continues.
While some Tesla bulls have continued to solidify themselves as ultimate believers in the automaker’s future, establishing distinct and robust predictions for the stock, the near-term is much different. Some bulls are remaining supportive of Musk through his venture with Twitter, while other analysts who have been proponents of investors putting their money with Tesla are backtracking.
Ron Baron of Baron Capital is one bull whose overall outlook on Tesla stock has changed very little. Baron has supported Tesla and Musk’s vision for several years, with Baron Capital being one of the biggest Tesla bulls on Wall Street. Ron Baron is also a Tesla shareholder in his own right. While his firm was forced to sell Tesla shares several years ago amid its baffling climb to a trillion-dollar valuation to keep diversification level, he refuses to sell any personally held stock.
Recently, Baron sat down with Musk to dissect his mind as the Twitter saga continued on. Afterward, he gave an interview with Forbes, where he solidified his position on Tesla. “In ten years, Tesla will be the largest and most profitable company in the world,” he said. Baron does not only believe in Tesla but also Musk’s aerospace company SpaceX, which is privatized but available for select investors to buy. He said he scoops up more shares anytime they’re available.
Baron’s outlook on Tesla’s 50 percent drop from last year is that it is just another buying opportunity for investors. Just because Tesla is down significantly this year, it is not an anomaly. “Stocks are dirt cheap on an absolute basis,” he said.
Other analysts are not as encouraged by recent developments. Wedbush’s Dan Ives recently removed Tesla from the firm’s “Best Ideas” list following a downturn in the stock’s short-term outlook. Long-term, Ives still believes the Tesla story remains unchanged, which aligns with most Tesla bulls’ mentality. However, he is beginning to worry about brand deterioration as a result of Musk’s Twitter deal and believes the entire show has gotten worse.
“Ultimately, this circus show has not gotten better. It’s gotten worse since Musk took over Twitter. We’ve seen that the last few weeks and my issue is more about brand deterioration for Tesla.” he said to CNN. “Musk is so associated with Tesla, with the premium that the stock gets. That’s been a bit of our concern. Also, just his attention, it’s going to be a tough juggling act here.”
Ives recently called Twitter a “money pit” and a black eye for Tesla stock. Musk is undoubtedly a big part of the Tesla brand. If you were to walk up to ten people on the street and ask them the CEOs of Tesla, Ford, and GM, many would likely be able to say Elon Musk, but very few would know Jim Farley and Mary Barra if they are not interested in the automotive sector.
Tesla stock remains in a strange predicament due to Musk’s Twitter ordeal. The stock is down 1.6 percent on the day and over 18 percent in the past 30 days. Nevertheless, the long-term story of Tesla seems to be unchanged for many analysts. It is just the near term where industry professionals are struggling to agree.
Disclosure: Joey Klender is a TSLA Shareholder.
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.”
Elon Musk explains why Tesla stepped back from Project Dojo
Tesla creates clever solution to simplify and improve its Service
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
-
News2 weeks agoTesla hints a smaller pickup truck could be on the way
-
News2 weeks agoTesla is ready with a perfect counter to the end of US EV tax credits
-
Elon Musk2 weeks agoTesla gives a massive update on its affordable model plans
-
News1 week agoElon Musk highlights Tesla Model Y’s most underrated feature
-
Lifestyle1 week agoTesla brings perhaps the coolest interior feature to cars in latest update
-
Elon Musk2 weeks agoElon Musk reveals Tesla’s next Robotaxi expansion in more ways than one
-
Elon Musk2 weeks agoTesla exec gives big update on Roadster, confirming recent rumor
-
News2 weeks agoTesla’s new affordable Model Y details teased in new sighting