Tesla and its CEO, Elon Musk, have been in the spotlight due to varied news and market analyses. Some criticize Tesla and call it a cult while others praise the firm's growth potential and raise their price targets, like Freedom Capital who raised their target price to $338 after record Q3 deliveries. Amidst the variety of opinions, some significant topics surfaced. Tesla's deliveries in China surged at the start of the busy sales season. Discussions are also buzzing around the termination of the EV Tax Credit and its implications on Tesla, with some suggesting positive impacts as it poses a 'Catch 22' for competitors. Concerns arose when the NHTSA initiated an investigation into Tesla's Full Self-Driving (FSD) safety. Amid these challenges, Tesla's stock rose over $450, achieving a record $1.5T market cap and increased optimism about its FSD.
Despite delivering lower-cost EVs that shift their mass-market growth narrative, Tesla's affordability is still being questioned with the new 'affordable' models perceived as expensive. Analysts such as those from Goldman Sachs and TD Cowen remained bullish, predicting growth as Tesla continues to develop its AI and strives to meet net-zero goals. There are also worries over Tesla's valuation with criticism labeling it as a 'Meme Stock' and its valuation as nonsensical. Yet, others remain optimistic with Tesla's market leadership reinforcing Morgan Stanley's bullish $410 target.
Tesla TSLA News Analytics from Fri, 29 Aug 2025 07:00:00 GMT to Sat, 11 Oct 2025 22:48:28 GMT -
