

Investor's Corner
Tesla shareholders will prosper, says veteran Wall St. analyst
Tesla shares (NASDAQ:TSLA) have seen a drop recently amidst last week’s reveal of the Model Y SUV and Elon Musk’s ongoing skirmish with the Securities and Exchange Commission (SEC). Despite these headwinds, Loup Ventures managing partner Gene Munster believes that the company will likely survive and thrive after it overcomes these recent challenges.
In a recent post, the 23-year finance veteran noted that while Tesla’s Q1 results and performance are still up in the air due to swing factors such as vehicles in transit, demand, and profitability, the company’s long-term view remains intact. Munster added that he believes patient TSLA investors will be rewarded in the future, as Tesla’s long-term strategy unravels.
“We believe Tesla will survive because we expect the company can continue to raise money based on their lead in undeniable long-term growth opportunities including EVs, autonomy, and renewable energy. We continue to believe that over the long-term Tesla will prosper, and patient shareholders will be rewarded. The electrification of vehicles is undeniable, and Tesla’s participation in that EV future is crucial given its leading family of vehicles along with optionality around energy capture/storage products and autonomous driving,” Munster wrote.
Munster is not alone in his continued support for Tesla. The electric car maker’s shares dipped sharply following the Model Y event, with the company’s critics coming out in full force to express their skepticism for the vehicle and its effects on Tesla’s business. Despite these reservations, a number of analysts have remained firm in their positive outlook for the electric car maker.
Canaccord Genuity analyst Jed Dorsheimer maintained a Buy rating and a $450 price target for Tesla stock. Dorsheimer wrote that “we suspect the strategy with the Y will follow a similar trajectory to the 3, skimming the high end of the market with more profitable sales, as the company works to bring costs down and then in 2021 introduce more mainstream price points to drive a further competitive lead over traditional internal-combustion-based vehicles.”
Baird analyst Ben Kallo, a longtime Tesla bull, also kept his Outperform rating and $465 price target for the company. Kallo argues that “sales of the Model Y should be supported by [a] growing market for premium/luxury crossovers and SUV. We estimate the U.S. market to be over 1.5 million vehicles annually, based on historical sales.” Daniel Ives of Wedbush further asserted his Outperform rating and $390 price target on Tesla, stating that “while some have argued that the production of Model Y could potentially cannibalize Model 3 deliveries, in our opinion this is a smart and strategic move by Musk & Co. as they aim to further their leadership position in the electric vehicle market by now going after the hot SUV crossover market.”
Tesla shares are currently weighed down by several potential factors, one of which is Elon Musk’s continued clashes with the SEC. The agency had requested that Musk be held in contempt of court over his tweet last February 19, when he noted that Tesla would produce “around 500,000 cars in 2019.” The SEC argued that Musk’s tweet violated the settlement that it reached with the CEO last year following the now-infamous “funding secured” fiasco. Musk’s legal team has fought back, alleging that the agency is over-reaching in its efforts against the CEO.
Despite concerns about the Model Y and Elon Musk’s SEC troubles, Tesla’s numbers in the first quarter might prove to be a pleasant surprise. Elon Musk has noted that the first quarter would likely be unprofitable, though the mass deliveries of the Model 3 to Europe and China, as well as the push for the $35,000 Model 3 in the United States, might make a difference for the company’s numbers. Coupled with a recently leaked message hinting that Tesla is urging its employees to help deliver vehicles until the end of the month, the electric car maker’s Q1 2019 performance might prove better than expected.
Disclosure: I have no ownership in shares of TSLA and have no plans to initiate any positions within 72 hours.
Investor's Corner
Tesla analyst says this common earnings narrative is losing importance
“Numbers are going down next year, but that’s ok because it’s all about autonomy.”

A Tesla (NASDAQ: TSLA) analyst is doubling down on the idea that one common earnings narrative is losing importance as the company continues to work toward new technologies and projects.
This week, Tesla will report earnings for the third quarter, and one thing people always pay attention to is deliveries. Although Tesla reveals its deliveries for the quarter well before it reports earnings, many investors will look for commentary regarding the company’s strategy for responding to the loss of the $7,500 tax credit.
Tesla has made a few moves already, including a lease deal that takes a substantial amount of money off, launching new Standard models, and cutting up to 23 percent off of lease pricing.
Tesla makes crazy move to spur short-term demand in the U.S.
However, analysts are looking at the company in a different light.
Aligning with the narrative that Tesla is not just a car company and has many different projects, Gene Munster of Deepwater Asset Management believes many investors need to look at another part of the business.
Munster said the delivery figures for Q3, which landed at 497,099, the highest in company history, were padded by customers rushing to showrooms to take advantage of the expiring tax credit.
He believes that deliveries will be more realistic in subsequent quarters, but investors should not worry because the focus on Tesla is not going to be on how many cars it hands over to customers:
“Numbers are going down next year, but that’s ok because it’s all about autonomy.”
Here’s the $TSLA preview. Numbers are going down next year, but that’s ok because it’s all about autonomy. pic.twitter.com/mUb9scFtCA
— Gene Munster (@munster_gene) October 17, 2025
Tesla has been working nonstop to roll out a dedicated Robotaxi platform in various cities across the United States, and has already launched in two states: Texas and California.
It has also received regulatory approvals to test driverless Robotaxis in Arizona and Nevada, while seeking permissions in Florida and other states, according to the company’s online job postings.
Munster continued:
“Most people are hyper-focused on the Robotaxi opportunity and not focused as much on FSD.”
While Robotaxi is incredibly important, Tesla’s Full Self-Driving (Supervised) suite is also extremely crucial moving forward, as it sets the stage for the company to roll out a formidable self-driving service.
Tesla rolled out its newest FSD software to more owners last night, and as it expands, the company is gaining valuable data to refine its performance.
Earnings will be reported tomorrow at market close.
Elon Musk
Tesla CEO Elon Musk’s $1 trillion pay package hits first adversity from proxy firm
ISS said the size of the pay package will enable Musk to have access to “extraordinarily high pay opportunities over the next ten years,” and it will have an impact on future packages because it will “reduce the board’s ability to meaningfully adjust future pay levels.”

Tesla CEO Elon Musk’s $1 trillion pay package, which was proposed by the company last month, has hit its first bit of adversity from proxy advisory firm Institutional Shareholder Services (ISS).
Musk has called the firm “ISIS,” a play on its name relating it to the terrorist organization, in the past.
“ISIS”
— Elon Musk (@elonmusk) September 27, 2021
The pay package aims to lock in Musk to the CEO role at Tesla for the next decade, as it will only be paid in full if he is able to unlock each tranche based on company growth, which will reward shareholders.
However, the sum is incredibly large and would give Musk the ability to become the first trillionaire in history, based on his holdings. This is precisely why ISS is advising shareholders to vote against the pay plan.
The group said that Musk’s pay package will lock him in, which is the goal of the Board, and it is especially important to do this because of his “track record and vision.”
However, it also said the size of the pay package will enable Musk to have access to “extraordinarily high pay opportunities over the next ten years,” and it will have an impact on future packages because it will “reduce the board’s ability to meaningfully adjust future pay levels.”
The release from ISS called the size of Musk’s pay package “astronomical” and said its design could continue to pay the CEO massive amounts of money for even partially achieving the goals. This could end up in potential dilution for existing investors.
If Musk were to reach all of the tranches, Tesla’s market cap could reach up to $8.5 trillion, which would make it the most valuable company in the world.
Tesla has made its own attempts to woo shareholders into voting for the pay package, which it feels is crucial not only for retaining Musk but also for continuing to create value for shareholders.
Tesla launched an ad for Elon Musk’s pay package on Paramount+
Musk has also said he would like to have more ownership control of Tesla, so he would not have as much of an issue with who he calls “activist shareholders.”
Investor's Corner
Barclays lifts Tesla price target ahead of Q3 earnings amid AI momentum
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.

Barclays has raised its price target for Tesla stock (NASDAQ: TSLA), with the firm’s analysts stating that the electric vehicle maker is approaching its Q3 earnings with two contrasting “stories.”
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.
Tesla’s AI and autonomy narrative
Levy told investors that Tesla’s “accelerating autonomous and AI narrative,” amplified by CEO Elon Musk’s proposed compensation package, is energizing market sentiment. The analyst stated that expectations for a Q3 earnings-per-share beat are supported by improved vehicle delivery volumes and stronger-than-expected gross margins, as noted in a TipRanks report.
Tesla has been increasingly positioning itself as an AI-driven company, with Elon Musk frequently emphasizing the long-term potential of its Full Self-Driving (FSD) software and products like Optimus, both of which are heavily driven by AI. The company’s AI focus has also drawn the support of key companies like Nvidia, one of the world’s largest companies today.
Still cautious on TSLA
Despite bullish AI sentiments, Barclays maintained its caution on Tesla’s underlying business metrics. Levy described the firm’s stance as “leaning neutral to slightly negative” heading into the Q3 earnings call, citing concerns about near-term fundamentals of the electric vehicle maker.
Barclays is not the only firm that has expressed its concerns about TSLA stock recently. As per previous reports, BNP Paribas Exane also shared an “Underperform” rating on the company due to its two biggest products, the Robotaxi and Optimus, still generating “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” BNP Paribas, however, also estimated that Tesla will have an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040, and more than 11 million FSD subscriptions by 2030.
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