

Investor's Corner
Oppenheimer raises Tesla (TSLA) price target to $418 amid Q4’s positive Model 3 outlook
Wall Street’s sentiments towards Tesla (NASDAQ:TSLA) continues to get more positive, with Oppenheimer analyst Colin Rusch reiterating an “Outperform” rating on the company while raising his price target to $418 per share. Oppenheimer’s update comes amidst Tesla’s ongoing rally, which features the stock nearing levels close to its 52-week high of $387.46.
In a recent note to clients, Rusch stated that the drama surrounding Tesla and its CEO over the past few months seems to be all but over. This, according to the Wall Street analyst, places Tesla’s improving fundamentals front and center. Pushed by an even more optimized Model 3 ramp and weak competition from rival carmakers, Rusch notes that the next quarters could prove to be even better for the electric car maker.
“After a drama-filled fall that concluded with a settlement with SEC and a new board chair, we believe TSLA is enjoying improving fundamentals based on increasingly efficient manufacturing, strong ASPs leading to better than expected cash flow, as well as slow and disappointing competition entering the market for EV/ PHEVs,” Rusch said.
The Oppenheimer analyst notes that Tesla seems poised to top Wall Street estimates for 66,000 Model 3 production in the fourth quarter. Rusch also stated that Model 3 gross margins might potentially rise into the low 20% range this Q4.
“We believe as TSLA delivers steady cash flow, a new group of investors will begin taking positions, helping drive shares higher. We are looking to solid Model 3 deliveries and GM plus announcement of China factory financing as catalysts into early 2019,” he said.
Oppenheimer’s Outperform rating and $418 price target on Tesla stock seems to have fostered positive sentiment among the company’s investors. As of writing, Tesla shares are largely maintaining their gains, trading +0.20% at $367.50 per share.
OPPENHEIMER : "After a drama-filled fall .. we believe TSLA is enjoying improving fundamentals based on increasingly efficient manufacturing, strong ASPs leading to better than expected cash flow, as well as slow and disappointing competition .."
Price Target: $418 $TSLA #Tesla pic.twitter.com/i0BOb3Ci24
— vincent (@vincent13031925) December 12, 2018
Tesla has received several votes of confidence from Wall Street recently. This month alone, the company received a price target of $420 per share from CFRA, an independent investment research company, as well as a “Buy” rating and $450 price target from Jefferies Financial Group. Piper Jaffray further noted that if Tesla maintains its momentum, the company could very well find itself within striking distance of a short squeeze. All of these firms have mentioned Tesla’s improving fundamentals as a driver for their optimistic outlook on the electric car maker.
Tesla’s core businesses are expected to see a notable improvement in the coming quarters, with Elon Musk stating that the company would be focusing on the introduction of projects like the Model Y SUV and the Tesla pickup truck, as well as the wide rollout of products like the Solar Roof tiles. The Model 3’s entrance into the international markets is also expected to bode well for the company.
In a way, the current optimism surrounding Tesla’s stock could be summarized by the comments of Pierre Ferragu of New Street Research, who recently took a tour of the Fremont factory. In a note to the firm’s clients, Ferragu described Tesla’s Model 3 ramp as a learning experience for the company — one which bodes well for Tesla’s future endeavors.
“By shooting way too high, Tesla failed on its original plan, but achieved a world-class result. The next production sites will be much more efficient, and will ramp very rapidly,” he said.
Disclosure: I have no ownership in shares of TSLA and have no plans to initiate any positions within 72 hours.
Investor's Corner
Cantor Fitzgerald maintains Tesla (TSLA) ‘Overweight’ rating amid Q2 2025 deliveries
Cantor Fitzgerald is holding firm on its bullish stance for the electric vehicle maker.

Cantor Fitzgerald is holding firm on its bullish stance for Tesla (NASDAQ: TSLA), reiterating its “Overweight” rating and $355 price target amidst the company’s release of its Q2 2025 vehicle delivery and production report.
Tesla delivered 384,122 vehicles in Q2 2025, falling below last year’s Q2 figure of 443,956 units. Despite softer demand in some countries in Europe and ongoing controversies surrounding CEO Elon Musk, the firm maintained its view that Tesla is a long-term growth story in the EV sector.
Tesla’s Q2 results
Among the 384,122 vehicles that Tesla delivered in the second quarter, 373,728 were Model 3 and Model Y. The remaining 10,394 units were attributed to the Model S, Model X, and Cybertruck. Production was largely flat year-over-year at 410,244 units.
In the energy division, Tesla deployed 9.6 GWh of energy storage in Q2, which was above last year’s 9.4 GWh. Overall, Tesla continues to hold a strong position with $95.7 billion in trailing twelve-month revenue and a 17.7% gross margin, as noted in a report from Investing.com.
Tesla’s stock is still volatile
Tesla’s market cap fell to $941 billion on Monday amid volatility that was likely caused in no small part by CEO Elon Musk’s political posts on X over the weekend. Musk has announced that he is forming the America Party to serve as a third option for voters in the United States, a decision that has earned the ire of U.S. President Donald Trump.
Despite Musk’s controversial nature, some analysts remain bullish on TSLA stock. Apart from Cantor Fitzgerald, Canaccord Genuity also reiterated its “Buy” rating on Tesla shares, with the firm highlighting the company’s positive Q2 vehicle deliveries, which exceeded its expectations by 24,000 units. Cannacord also noted that Tesla remains strong in several markets despite its year-over-year decline in deliveries.
Elon Musk
Tesla analyst issues stern warning to investors: forget Trump-Musk feud

A Tesla analyst today said that investors should not lose sight of what is truly important in the grand scheme of being a shareholder, and that any near-term drama between CEO Elon Musk and U.S. President Donald Trump should not outshine the progress made by the company.
Gene Munster of Deepwater Management said that Tesla’s progress in autonomy is a much larger influence and a significantly bigger part of the company’s story than any disagreement between political policies.
Munster appeared on CNBC‘s “Closing Bell” yesterday to reiterate this point:
“One thing that is critical for Tesla investors to remember is that what’s going on with the business, with autonomy, the progress that they’re making, albeit early, is much bigger than any feud that is going to happen week-to-week between the President and Elon. So, I understand the reaction, but ultimately, I think that cooler heads will prevail. If they don’t, autonomy is still coming, one way or the other.”
BREAKING: GENE MUNSTER SAYS — $TSLA AUTONOMY IS “MUCH BIGGER” THAN ANY FEUD 👀
He says robotaxis are coming regardless ! pic.twitter.com/ytpPcwUTFy
— TheSonOfWalkley (@TheSonOfWalkley) July 2, 2025
This is a point that other analysts like Dan Ives of Wedbush and Cathie Wood of ARK Invest also made yesterday.
On two occasions over the past month, Musk and President Trump have gotten involved in a very public disagreement over the “Big Beautiful Bill,” which officially passed through the Senate yesterday and is making its way to the House of Representatives.
Musk is upset with the spending in the bill, while President Trump continues to reiterate that the Tesla CEO is only frustrated with the removal of an “EV mandate,” which does not exist federally, nor is it something Musk has expressed any frustration with.
In fact, Musk has pushed back against keeping federal subsidies for EVs, as long as gas and oil subsidies are also removed.
Nevertheless, Ives and Wood both said yesterday that they believe the political hardship between Musk and President Trump will pass because both realize the world is a better place with them on the same team.
Munster’s perspective is that, even though Musk’s feud with President Trump could apply near-term pressure to the stock, the company’s progress in autonomy is an indication that, in the long term, Tesla is set up to succeed.
Tesla launched its Robotaxi platform in Austin on June 22 and is expanding access to more members of the public. Austin residents are now reporting that they have been invited to join the program.
Elon Musk
Tesla surges following better-than-expected delivery report
Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.

Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.
Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.
There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.
At noon on the East Coast, Tesla shares were up about 4.5 percent.
It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.
It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.
These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.
Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.
He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:
“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:
“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”
Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.
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