

Investor's Corner
Tesla (TSLA) makes largest 12-day gain in the history of capital markets: report
Tesla (NASDAQ:TSLA) as a company is no stranger to doing things that were widely thought of as impossible. It made the stigmatized segment of electric vehicles exciting with cars like the original Roadster and the Model S. It also proved that battery production is the next great frontier with projects such as Gigafactory Nevada.
And with Tesla stock’s recent rampage in the market, the EV maker has done what could very well have seemed impossible just a few years ago — it made the biggest 12-day gain in the history of capital markets by adding almost $400 billion to its market cap. The feat, which was recently highlighted in a Fortune article, was something that not even Tesla’s peers in the trillion-dollar club have accomplished in the recent past.
Tesla shares were on a wild surge as of late, with the company going on a tear following its impressive Q3 2021 earnings results on October 20. Just two days after that date, Tesla touched the $1 trillion valuation mark for the first time. News of car rental giant Hertz’s decision to purchase 100,000 Teslas in a $4.2 billion deal then pushed TSLA shares to a one-day gain of 13%, ending the day at $1,025 a share.
Despite Elon Musk later clarifying that the Hertz deal has “zero effect” on Tesla’s economics since the car rental giant would be buying the vehicles at full price, momentum from the contract effectively boosted TSLA stock to an all-time record close of $1,209 per share on November 1. Tesla’s massive surge ultimately saw the company’s market cap growing from $818 billion to $1.2 trillion, an increase of about $392 billion, in just 12 days.
Tesla is a newcomer in the trillion-dollar club, and each of the four companies that stand above the EV maker has experienced its own surges in the past. Apple, for example, saw a 17% bull run from June 7 to July 19 of this year, which allowed the company’s market cap to swell to $2.4 trillion. This run, however, took nearly three times as long as Tesla’s recent rampage, and it was about $50 billion short compared to the EV maker’s 12-day run.
Microsoft’s closest runs came over 20 days from September 27 to October 25, when the tech giant surged by 11.4% and added $225 billion to its market cap. A 15% increase over the 15 days from January 11 to February 8 also resulted in the company adding $240 billion to its market cap. Amazon, for its part, saw a 9.4% surge over nine days from June 21 to July 5 that resulted in a valuation rise of $165 billion. Lastly, Alphabet got its quickest boost over 25 days from March 22 to April 26, when its shares surged 18%, adding $240 billion to the company’s valuation.
What is interesting is that even with Elon Musk’s comments about the Hertz deal not being finalized — and TSLA stock dropping 3.1% in the process — the event only erased about 12 billion from the company’s $392 billion, 12-day advance. If one were to consider this selloff, Tesla would still be particularly impressive, with the company ranking first for a 14-day surge. Overall, Tesla seems poised to set records in the segments it touches, and its stock, which now seems to sit comfortably within the trillion-dollar club, might very well do the same.
Disclaimer: I am long TSLA.
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Investor's Corner
Tesla “best positioned” for Trump tariffs among automakers: analyst
Ives has a price target of $315 per share for the electric vehicle maker.

Wedbush analyst Dan Ives recently shared his thoughts about Tesla (NASDAQ:TSLA) amidst the Trump administration’s tariffs. As per Ives, Tesla is best-positioned relative to its rivals when it comes to the ongoing tariff issue.
Ives has a price target of $315 per share for the electric vehicle maker.
Best Positioned
During an interview with Yahoo Finance, the segment’s hosts asked about his thoughts on Tesla, especially considering Musk’s work with the Trump administration. Musk has previously stated that the effects of tariffs on Tesla are significant due to parts that are imported from abroad.
“When it comes to the tariff issue, they are actually best positioned relative to the Detroit Big Three and others and obviously foreign automakers. Still impacted, Musk has talked about that, in terms of just auto parts,” Ives stated.
China and Musk
Ives also stated that ultimately, a big factor for Tesla in the coming months may be the Chinese market’s reactions to its tariff war. He also noted that the next few quarters will be pivotal for Tesla considering the brand damage that Elon Musk has incited due to his politics and work with the Trump administration.
“When it comes to Tesla, I think the worry is where does retaliatory look like in China, in terms of buying domestic. I think that’s something that’s a play. And they have a pivotal six months head, in terms of what everything we see in Austin, autonomous, and the buildout.
“But the brand issues that Musk self-inflicted is dealing with in terms of demand destruction in Europe and the US. And that’s why this is a key few quarters ahead for Tesla and also for Musk to make, in my opinion, the right decision to take a step back from the administration,” Ives noted.
Investor's Corner
Tesla negativity “priced into the stock at its current levels:” CFRA analyst
The CFRA analyst has given Tesla a price target of $360 per share.

In recent comments to the Schwab Network, CFRA analyst Garrett Nelson stated that a lot of the “negative sentiment towards Tesla (NASDAQ:TSLA) is priced into the stock at its current levels.”
The CFRA analyst has given Tesla a price target of $360 per share.
Q1 A Low Point in Sales
The CFRA analyst stated that Tesla’s auto sales likely bottomed last quarter, as noted in an Insider Monkey report. This was, Nelson noted, due to Q1 typically being the “weakest quarter for automakers.” He also highlighted that all four of Tesla’s vehicle factories across the globe were idled in the first quarter.
While Nelson highlighted the company’s changeover to the new Model Y as a factor in Q1, he also acknowledged the effects of CEO Elon Musk’s politics. The analyst noted that while Tesla lost customers due to Musk’s political opinions, the electric vehicle maker has also gained some new customers in the process.
CFRA’s Optimistic Stance
Nelson also highlighted that Tesla’s battery storage business has been growing steadily over the years, ending its second-best quarter in Q1 2025. The analyst noted that Tesla Energy has higher margins than the company’s electric vehicle business, and Tesla itself has a very strong balance sheet.
The CFRA analyst also predicted that Tesla could gain market share in the United States because it has less exposure to the Trump administration’s tariffs. Teslas are the most American-made vehicles in the country, so the Trump tariffs’ effects on the company will likely be less notable compared to other automakers that produce their cars abroad.
Investor's Corner
Tesla average transaction prices (ATP) rise in March 2025: Cox Automotive
Tesla Model Y and Model 3 saw an increase in their average transaction price (ATP) in March 2025.

Data recently released from Cox Automotive’s Kelley Blue Book has revealed that electric vehicles such as the Tesla Model Y and Model 3 saw an increase in their average transaction price (ATP) in March 2025.
Cox Automotive’s findings were shared in a press release.
March 2025 EV ATPs
As noted by Cox, new electric vehicle prices in March were estimated to be $59,205, a 7% increase year-over-year. In February, new EV prices had an ATP of $57,015. The average transaction price for electric vehicles was 24.7% higher than the overall auto industry ATP of $47,462.
As per Cox, “Compared to the overall industry ATP ($47,462), EV ATPs in March were higher by nearly 25% as the gap between new ICE and new EV grows wider. EV incentives continued to range far above the industry average. In March, the average incentive package for an EV was 13.3% of ATP, down from the revised 14.3% in February.”
Tesla ATPs in Focus
While Tesla saw challenges in the first quarter due to its factories’ changeover to the new Model Y, the company’s ATPs last month were estimated at $54,582, a year-over-year increase of 3.5% and a month-over-month increase of 4.5%. A potential factor in this could be the rollout of the Tesla Model Y Launch Series, a fully loaded, limited-edition variant of the revamped all-electric crossover that costs just under $60,000.
This increase, Cox noted, was evident in Tesla’s two best-selling vehicles, the Model 3 sedan and the Model Y crossover, the best-selling car globally in 2023 and 2024. “ATPs for Tesla’s two core models – Model 3 and Model Y – were higher month over month and year over year in March,” Cox wrote.
Cox’s Other Findings
Beyond electric vehicles, Cox also estimated that new vehicle ATPs held steady month-over-month and year-over-year in March at $47,462, down slightly from the revised-lower ATP of $47,577 in February. Sales incentives in March were flat compared to February at 7% of ATP, though they are 5% higher than 2024, when incentives were equal to 6.7% of ATP.
Estimates also suggest that new vehicle sales in March topped 1.59 million units, the best volume month in almost four years. This was likely due to consumers purchasing cars before the Trump administration’s tariffs took effect. As per Erin Keating, an executive analyst at Cox, all things are pointing to higher vehicle prices this summer.
“All signs point to higher prices this summer, as existing ‘pre-tariff’ inventory is sold down to be eventually replaced with ‘tariffed’ inventory. How high prices rise for consumers is still very much to be determined, as each automaker will handle the price puzzle differently. Should the White House posture hold, our team is expecting new vehicles directly impacted by the 25% tariff to see price increases in the range of 10-15%,” Keating stated.
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