

Investor's Corner
Tesla (TSLA) gets new PTs after Battery Day breakthroughs
Tesla (NASDAQ: TSLA) received a variety of new price targets from investment firms following the conclusion of the company’s Battery Day event last night. Goldman Sachs, Deutsche Bank, and Baird analysts all raised their outlook for the electric automaker’s stock following the successful Battery Day presentation, which revealed Tesla’s plans for a new battery structure, more efficient manufacturing, and its roadmap for more affordable vehicles. Morgan Stanley also commended Tesla’s event but did not increase its price target.
Tesla stock suffered a small pullback in value during and following the event, which can likely be attributed to the fact that the revealings at Battery Day will not be available immediately. CEO Elon Musk stated a day prior to the event that some of the developments will take a few years to come to fruition.
However, some firms are advising that investors take advantage of the pullback in stock value. Tesla’s announcements last night proved that the company is head and shoulders above the rest of the EV sector in terms of manufacturing, performance, and battery technology.
Goldman Sachs
Goldman Sachs analyst Mark Delaney raised his price target on TSLA stock from $295 to $400 and maintained a “Neutral” rating, according to TheFly. The increased outlook from Delaney is based on Tesla’s importance in the future widespread adoption of electric cars, as well as potential margin upside from software. Delaney wrote in a note to Goldman investors that Tesla’s goals to produce its own battery cells, along with a possible 100 GWh capacity by 2022, and 3 TWh in 2030, shows the company’s plan is set and it has a roadmap to achieve it.
Deutsche Bank
Deutsche Bank’s Emmanuel Rosner upgraded his rating on Tesla stock from “Hold” to “Buy” and raised his price target from $400 to $500. Rosner stated that although Wall Street’s reaction to the Tesla event was not positive, it is an opportunity for investors to take advantage of a discount on the share price. “With the stock price indicated down post-market traders ‘sell the news,’ we recommend longer-term investors to take advantage of weakness to buy Tesla as the best way to invest in vehicle electrification,” Rosner wrote to investors, according to CNBC.
Tesla debuts new 4680 battery cell: 500% more energy, 6X power, range increase
Baird
Ben Kallo of Baird increased his price target to $360 from $332 and reiterated his “Neutral” rating on the stock. The minimal increase in Kallo’s price target is because he believes the company’s current valuation already reflects significant disruption potential. “With the Battery Day in the rearview, we think there is a lack of upcoming catalysts and are cautious about demand given the recessionary environment,” Kallo writes to investors. He believes the company’s future holders should take advantage of pullbacks in stock price, MarketWatch reported.
Morgan Stanley
Morgan Stanley’s Adam Jonas stated that Tesla Battery Day “largely lived up to the hype, by didn’t clearly exceed it.” However, Jonas indicated that the plan to reduce cell cost and increase total investment cost was “substantial for this industry.” The analyst added that “applying Tesla’s 69% targeted savings to this figure (implying $174mm/10 GWh) to the 3 TWh target implies over $50bn of battery capacity investment needed to Tesla alone and $350bn for the industry to get to 20 TWh.
Tesla’s Battery Day Largely Lives Up to Hype | Morgan Stanley $TSLA pic.twitter.com/h4LeCMNRLW
— David Tayar (@davidtayar5) September 23, 2020
At the time of writing, TSLA stock was trading at $398.42.
Disclaimer: Joey Klender is a TSLA Shareholder.
Investor's Corner
Elon Musk’s new pay plan ties trillionaire status to Tesla’s $8.5 trillion valuation
Shareholders are expected to vote on the proposal at the annual meeting on November 6.

Tesla’s board has proposed a new compensation package for CEO Elon Musk that could make him the world’s first trillionaire and Tesla the most valuable company in history.
The 2025 CEO Performance Award, outlined in a securities filing on Friday, would be worth up to $900 billion in Tesla stock (NASDAQ:TSLA) if the automaker achieves a series of aggressive performance and valuation goals, according to the New York Times.
Shareholders are expected to vote on the proposal at the annual meeting on November 6.
Tesla is aiming for an insane $8.5 trillion market cap
The package requires Musk to lift Tesla’s market capitalization from about $1.1 trillion today to $8.5 trillion over the next decade. At that level, Tesla would surpass every major public company in existence. Nvidia, currently the world’s most valuable firm, has a market cap of around $4.2 trillion today, as noted in a Motley Fool report. Microsoft and Apple follow at $3.8 and 3.6 trillion each, while Saudi Aramco is valued at around $1.5 trillion.
If Tesla achieves its $8.5 trillion target, it would be worth more than twice Nvidia’s present valuation and nearly eight times its current size. The compensation plan also requires Tesla’s operating profit to grow from $17 billion last year to $400 billion annually.

Elon Musk’s path to a trillionaire status
Apart from leading Tesla to become the world’s biggest company in history, Musk is also required to hit several product targets for the electric vehicle maker. These include the delivery of 20 million Tesla vehicles cumulatively, 10 million active FSD subscriptions, 1 million Tesla bots delivered, and 1 million Robotaxis in operation.
Tesla board chair Robyn Denholm and director Kathleen Wilson-Thompson said retaining Musk is “fundamental to Tesla achieving these goals and becoming the most valuable company in history.” If successful, the plan would raise Musk’s Tesla stake from 13% to about 25%, further consolidating his control. It would also result in the CEO earning $900 billion in TSLA stock, allowing him to effectvely become a trillionaire.
The proposal mirrors a 2018 compensation plan that was invalidated in Delaware court earlier this year in the way that it is focused on very aggressive targets and operational milestones. Tesla has since shifted its corporate registration to Texas, where challenges from potential activist shareholders are less of a risk.
Tesla’s SEC filing can be viewed below.
www-sec-gov-Archives-edgar-data-1318605-000110465925087598-tm252289-4_pre14a-htm… by Simon Alvarez
Investor's Corner
Shareholder group urges Nasdaq probe into Elon Musk’s Tesla 2025 CEO Interim Award
The SOC Investment Group represents pension funds tied to more than two million union members, many of whom hold shares in TSLA.

An investment group is urging Nasdaq to investigate Tesla (NASDAQ:TSLA) over its recent $29 billion equity award for CEO Elon Musk.
The SOC Investment Group, which represents pension funds tied to more than two million union members—many of whom hold shares in TSLA—sent a letter to the exchange citing “serious concerns” that the package sidestepped shareholder approval and violated compensation rules.
Concerns over Tesla’s 2025 CEO Interim Award
In its August 19 letter to Nasdaq enforcement chief Erik Wittman, SOC alleged that Tesla’s board improperly granted Musk a “2025 CEO Interim Award” under the company’s 2019 Equity Incentive Plan. That plan, the group noted, explicitly excluded Musk when it was approved by shareholders. SOC argued that the new equity grant effectively expanded the plan to cover Musk, a material change that should have required a shareholder vote under Nasdaq rules.
The $29 billion package was designed to replace Musk’s overturned $56 billion award from 2018, which the Delaware Chancery Court struck down, prompting Tesla to file an appeal to the Delaware Supreme Court. The interim award contains restrictions: Musk must remain in a leadership role until August 2027, and vested shares cannot be sold until 2030, as per a Yahoo Finance report.
Even so, critics such as SOC have argued that the plan does not have of performance targets, calling it a “fog-the-mirror” award. This means that “If you’re around and have enough breath left in you to fog the mirror, you get them,” stated Brian Dunn, the director of the Institute for Comprehension Studies at Cornell University.
SOC’s Tesla concerns beyond Elon Musk
SOC’s concerns extend beyond the mechanics of Musk’s pay. The group has long questioned the independence of Tesla’s board, opposing the reelection of directors such as Kimbal Musk and James Murdoch. It has also urged regulators to review Tesla’s governance practices, including past proposals to shrink the board.
SOC has also joined initiatives calling for Tesla to adopt comprehensive labor rights policies, including noninterference with worker organizing and compliance with global labor standards. The investment group has also been involved in webinars and resolutions highlighting the risks related to Tesla’s approach to unions, as well as labor issues across several countries.
Tesla has not yet publicly responded to SOC’s latest letter, nor to requests for comment.
The SOC’s letter can be viewed below.
Investor's Corner
Tesla investors may be in for a big surprise
All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.
This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.
Tesla warns consumers of huge, time-sensitive change coming soon
The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.
The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.
It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.
Delivery Wait Time Increases
Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.
This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.
Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.
More People are Ordering
A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:
Anecdotally, I’ve been getting more DMs from people ordering Teslas in the past few days than I have in the last couple of years. As expected, the end of the U.S. EV credit next month is driving a big surge in orders.
Lease prices are rising for the 3/Y, delivery wait times are… pic.twitter.com/Y6JN3w2Gmr
— Sawyer Merritt (@SawyerMerritt) August 13, 2025
It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.
Why Investors Could Be Surprised
Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.
We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.
Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.
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