Investor's Corner
Tesla $TSLA stock: What analysts are saying as Q1 comes to a close
Published
1 year agoon
Tesla (NASDAQ: TSLA) stock is one of the most talked-about positions in today’s stock market, but what are analysts saying about the electric automaker as the first quarter of 2024 comes to a close?
The Good
Tesla shares have been a solid investment for those who chose to get in early and plan to hold long-term. Over the past five years, the stock has increased by over 860 percent. At midday on Wednesday, it trades at $180, a $161 increase from the same date in 2019.
Some analysts’ outlook for the future is just as good as it was a few years ago. Tesla is still a very strong company in the automotive, tech, energy, and artificial intelligence sectors, and it has a lot to look forward to.
Moving into the latter half of the decade is when some analysts are leaning on Tesla to bring back its super bullish narrative. Tesla was transparent with investors earlier this year when it said it was stuck between two growth periods and that the next-gen platform, which is set to launch next year, will likely bring them back to the substantial growth investors expect.
Some analysts believe that betting on Elon Musk is a simple decision.
“[Tesla] has the best product engineer CEO on the planet,” Bradley Gerstner, CEO of Altimeter Capital, said. “When everybody else is negative about [companies] like that, that’s where we start getting excited, particularly when they’re run by a founder who is as extraordinary a product leader as Elon Musk.”
Some of Gerstner’s outlook for the stock relies on the introduction and rollout of a Robotaxi. If Tesla can pull off its plans for the Robotaxi fleet, Gerstner sees other OEMs in an unfavorable position and believes it would be “almost impossible” for them to replicate.
The Not So Good
What good is a stock without some skeptics? Tesla has plenty of them, and several analysts covering the stock have pulled back their expectations for growth, cutting price targets.
One of them is Itay Michaeli of Citi, who lowered his Tesla price target to $196 from $224 while maintaining a Neutral rating. Michaeli believes deliveries will be in the 429,900 range and said the company’s Q1 will “look tough on consensus estimates.”
Additionally, Bernstein’s Toni Sacconaghi believes Tesla has experienced “soft” demand in China and Europe. In his view, Model 3 production is also “constrained.” His delivery estimates were trimmed from 490,000 to 426,000.
The Big Picture
Tesla could still deliver two million units this year, but it will need a strong remainder of 2024 to reach this goal. Delivery and production estimates are as good as anyone’s guess, but Wall Street believes Tesla will report 471,000 units, FactSet reports.
Slowing growth is expected, as Tesla previously noted that its rate would be “notably” lower this year.
However, the development of the next-gen platform is underway, and Tesla investors will look for the affordable vehicle to reignite company growth and stock price increases from the latter portion of 2025 to the end of the decade.
Disclosure: Joey Klender owns Tesla stock.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla analyst issues stern warning to investors: forget Trump-Musk feud
Published
8 hours agoon
July 2, 2025
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
Advertisement— 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.
Published
9 hours agoon
July 2, 2025
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.
Investor's Corner
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
The quarter’s 9.6 GWh energy storage deployment marks one of Tesla’s highest to date.

Published
12 hours agoon
July 2, 2025
Tesla (NASDAQ: TSLA) has released its Q2 2025 vehicle delivery and production report. As per the report, the company delivered over 384,000 vehicles in the second quarter of 2025, while deploying 9.6 GWh in energy storage. Vehicle production also reached 410,244 units for the quarter.
Model 3/Y dominates output, ahead of earnings call
Of the 410,244 vehicles produced during the quarter, 396,835 were Model 3 and Model Y units, while 13,409 were attributed to Tesla’s other models, which includes the Cybertruck and Model S/X variants. Deliveries followed a similar pattern, with 373,728 Model 3/Ys delivered and 10,394 from other models, totaling 384,122.
The quarter’s 9.6 GWh energy storage deployment marks one of Tesla’s highest to date, signaling continued strength in the Megapack and Powerwall segments.
Year-on-year deliveries edge down, but energy shows resilience
Tesla will share its full Q2 2025 earnings results after the market closes on Wednesday, July 23, 2025, with a live earnings call scheduled for 4:30 p.m. CT / 5:30 p.m. ET. The company will publish its quarterly update at ir.tesla.com, followed by a Q&A webcast featuring company leadership. Executives such as CEO Elon Musk are expected to be in attendance.
Tesla investors are expected to inquire about several of the company’s ongoing projects in the upcoming Q2 2025 earnings call. Expected topics include the new Model Y ramp across the United States, China, and Germany, as well as the ramp of FSD in territories outside the US and China. Questions about the company’s Robotaxi business, as well as the long-referenced but yet to be announced affordable models are also expected.

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Holy crap, help us clear out some more warehouse space before our next batch of @UranderOfficial Cybertruck bed racks arrive
— TESLARATI (@Teslarati) June 16, 2025
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