

Investor's Corner
Tesla’s strong August start confidently brings in reiterated support from Piper Sandler
Tesla’s (NASDAQ: TSLA) stock has experienced a positive August thus far, despite being only three days into the month. Just a week after Tesla reported positive earnings for Q2, Piper Sandler analysts Alex Potter and Winnie Dong are reiterating their support for the automaker’s stock, solidifying their belief that Tesla is primed to navigate competition in 2022 successfully.
The note, released on August 3rd, outlines Piper Sandler’s recent examination of the 10-Q filing Tesla submitted to the SEC. Following the 10-Q’s public release and synopsis last week, Piper Sandler said that “nothing fishy” pops out, and automotive margins were impressive past anyone’s scope of prediction. Additionally, Tesla stated in the document that it could recognize $1.3 billion in self-driving software within the next 12 months. Contributing to an already impressive gross margin that fueled Tesla’s eighth-consecutive profitable quarter, the analysts suggest that margin could exceed the mid 20’s.
The outlook for Tesla moving forward is strong, especially as the company has the most robust products, and battery electric vehicle adoption continues to rise in nearly every region worldwide. The note indicates that the span of 2022-2025 should be the strongest span for the adoption of EVs due to more manufacturers committing to the production of their initial electric models. The note indicates that Tesla is primed to navigate and accomplish increased vehicle production and delivery volume based on widespread EV adoption. “Tesla is still the driving force behind higher BEV penetration globally,” the note says. Tesla holds 67% of all BEV sales in the U.S. in 2021. The company ranks #2 in China, only trailing the Wuling-GM-SAIC conglomerate that produces the HongGuang Mini EV.
Sure ??$TSLA https://t.co/BfbBlsz3gK pic.twitter.com/TOYaNIAwzz
— David Tayar (@davidtayar5) August 3, 2021
In Europe, Tesla ranks #2 as well, with 13% of EVs sold in the region. However, this is without the Model Y, Tesla’s most popular vehicle, which will be manufactured at the Giga Berlin production facility later this year. With the crossover SUV style being the most popular body style in Europe, the Model Y could help Tesla to displace Volkswagen as the current king of the BEV market in Europe, fueled by the ID.3 and ID.4.
Changes to Tesla’s 2021 Outlook
Due to lower deliveries, Piper Sandler took down their revenue estimates and modified delivery expectations. The analysts believe that Tesla will achieve 846,000 deliveries this year. With Tesla being close to halfway there after quarters of 184,800 and 201,250, delivery figures are likely to increase on a quarter-over-quarter basis. With Giga Berlin and Giga Texas expected to start production before the end of the year, 846,000 units is certainly a figure within reach if all goes according to plan.
Tesla Model 3 Standard Range Plus becomes even more competitive in China
The note also identifies several “risks to achievement of price target and recommendation,” listing several things that could move Tesla’s price target downward. These are production delays, failure to meet customer expectations, defects and recalls, supply chain disruptions, and slow adoption of electric vehicles. While all realistic negatives, Tesla has done a good job of navigating through the global semiconductor shortage that has plagued most car companies globally. In its Q2 2021 Update Letter, Tesla said that it designed 19 different semiconductors and controllers to navigate through the shortages. Additionally, build quality and product builds have improved over the last several years, and the adoption of electric vehicles, while slow, is not something that seems to be a worry based on growing adoption numbers in some countries.
Piper Sandler maintains its Overweight rating and the $1,200 price target it has had on the stock since early this year.
At the time of writing, Tesla stock was trading at $708.38, down just over $1.
Disclosure: Joey Klender is a TSLA Shareholder.
Investor's Corner
Cantor Fitzgerald reaffirms bullish view on Tesla after record Q3 deliveries
The firm reiterated its Overweight rating and $355 price target.

Cantor Fitzgerald is maintaining its bullish outlook on Tesla (NASDAQ:TSLA) following the company’s record-breaking third quarter of 2025.
The firm reiterated its Overweight rating and $355 price target, citing strong delivery results driven by a rush of consumer purchases ahead of the end of the federal tax credit on September 30.
On Tesla’s vehicle deliveries in Q3 2025
During the third quarter of 2025, Tesla delivered a total of 497,099 vehicles, significantly beating analyst expectations of 443,079 vehicles. As per Cantor Fitzgerald, this was likely affected by customers rushing at the end of Q3 to purchase an EV due to the end of the federal tax credit, as noted in an Investing.com report.
“On 10/2, TSLA pre-announced that it delivered 497,099 vehicles in 3Q25 (its highest quarterly delivery in company history), significantly above Company consensus of 443,079, and above 384,122 in 2Q25. This was due primarily to a ‘push forward effect’ from consumers who rushed to purchase or lease EVs ahead of the $7,500 EV tax credit expiring on 9/30,” the firm wrote in its note.
A bright spot in Tesla Energy
Cantor Fitzgerald also highlighted that while Tesla’s full-year production and deliveries would likely fall short of 2024’s 1.8 million total, Tesla’s energy storage business remains a bright spot in the company’s results.
“Tesla also announced that it had deployed 12.5 GWh of energy storage products in 3Q25, its highest in company history vs. our estimate/Visible Alpha consensus of 11.5/10.9 GWh (and vs. ~6.9 GWh in 3Q24). Tesla’s Energy Storage has now deployed more products YTD than all of last year, which is encouraging. We expect Energy Storage revenue to surpass $12B this year, and to account for ~15% of total revenue,” the firm stated.
Tesla’s strong Q3 results have helped lift its market capitalization to $1.47 trillion as of writing. The company also teased a new product reveal on X set for October 7, which the firm stated could serve as another near-term catalyst.
Investor's Corner
Tesla just got a weird price target boost from a notable bear

Tesla stock (NASDAQ: TSLA) just got a weird price target boost from a notable bear just a day after it announced its strongest quarter in terms of vehicle deliveries and energy deployments.
JPMorgan raised its price target on Tesla shares from $115 to $150. It maintained its ‘Underweight’ rating on the stock.
Despite Tesla reporting 497,099 deliveries, about 12 percent above the 443,000 anticipated from the consensus, JPMorgan is still skeptical that the company can keep up its momentum, stating most of its Q3 strength came from leaning on the removal of the $7,500 EV tax credit, which expired on September 30.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
The firm said Tesla benefited from a “temporary stronger-than-expected industry-wide pull-forward” as the tax credit expired. It is no secret that consumers flocked to the company this past quarter to take advantage of the credit.
The bump will need to be solidified as the start of a continuing trend of strong vehicle deliveries, the firm said in a note to investors. Analysts said that one quarter of strength was “too soon to declare Tesla as having sustainably returned to growth in its core business.”
JPMorgan does not anticipate Tesla having strong showings with vehicle deliveries after Q4.
There are two distinct things that stick out with this note: the first is the lack of recognition of other parts of Tesla’s business, and the confusion that surrounds future quarters.
JPMorgan did not identify Tesla’s strength in autonomy, energy storage, or robotics, with autonomy and robotics being the main focuses of the company’s future. Tesla’s Full Self-Driving and Robotaxi efforts are incredibly relevant and drive more impact moving forward than vehicle deliveries.
Additionally, the confusion surrounding future delivery numbers in quarters past Q3 is evident.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Tesla will receive some assistance from deliveries of vehicles that will reach customers in Q4, but will still qualify for the credit under the IRS’s revised rules. It will also likely introduce an affordable model this quarter, which should have a drastic impact on deliveries depending on pricing.
Tesla shares are trading at $422.40 at 2:35 p.m. on the East Coast.
Investor's Corner
Tesla Q3 deliveries expected to exceed 440k as Benchmark holds $475 target
Tesla stock ended the third quarter at $444.72 per share, giving the EV maker a market cap of $1.479 trillion at the end of Q3 2025.

Benchmark has reiterated its “Buy” rating and $475 price target on Tesla stock (NASDAQ: TSLA) as the company prepares to report its third-quarter vehicle deliveries in the coming days.
Tesla stock ended the third quarter at $444.72 per share, giving the EV maker a market cap of $1.479 trillion at the end of Q3 2025.
Benchmark’s estimates
Benchmark analyst Mickey Legg noted that he expects Tesla’s deliveries to hit around 442,000 vehicles this Q3, which is under the 448,000-unit consensus but still well above the 384,000 vehicles that the company reported in Q2 2025. According to the analyst, some optimistic estimates for Tesla’s Q3 deliveries are as high as mid-460,000s.
“Tesla is expected to report 3Q25 global production and deliveries on Thursday. We model 442,000 deliveries versus ~448,000 for FactSet consensus with some high-side calls in the mid-460,000s. A solid sequential uptick off 2Q25’s ~384,000, a measured setup into year-end given a choppy incentive/pricing backdrop,” the analyst wrote.
Benchmark is not the only firm that holds an optimistic outlook on Tesla’s Q3 results. Deutsche Bank raised its own delivery forecast to 461,500, while Piper Sandler lifted its price target to $500 following a visit to China to assess market conditions. Cantor Fitzgerald also reiterated an “Overweight” rating and $355 price target for TSLA stock.
Stock momentum meets competitive headwinds
Tesla’s anticipated Q3 results are boosted in part by the impending expiration of the federal EV tax credit in the United States, which analysts believe has encouraged buyers to finalize vehicle purchases sooner, as noted in an Investing.com report.
Tesla shares have surged nearly 30% in September, raising expectations for a strong delivery report. Benchmark warned, however, that some volatility may emerge in the coming quarter.
“With the stock up sharply into the print (roughly ~28-32% in September), its positioning raises the bar for an upside surprise to translate into further near-term strength; we also see risk of volatility if regional mix or ASPs underwhelm. We continue to anticipate policy-driven choppiness after 3Q as certain EV incentives/credits tighten or roll off in select markets, potentially creating 4Q demand air pockets and order-book lumpiness,” the analyst wrote.
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