Morgan Stanley analyst Adam Jonas has reiterated an Overweight rating and a $430 price target on Tesla Inc., viewing the recent 50% pullback in the company's stock as a buying opportunity. Jonas emphasized Tesla's potential as a leader in embodied AI technologies, suggesting that the current dip in share value presents an opportunity for investors. In contrast, Wedbush analyst Daniel Ives maintained an Outperform rating with a $550 price target on Tesla, but expressed concerns over CEO Elon Musk's distractions. Ives highlighted Musk's involvement with the Trump administration and his focus on DOGE, warning that these activities are negatively impacting investor confidence and Tesla's brand. A Morgan Stanley survey revealed that 85% of Tesla investors believe Musk's political activities are having a 'negative' or 'extremely negative' impact on the company. The survey also indicated expectations of declining Tesla deliveries in 2025, with 59% of respondents anticipating fewer deliveries compared to the previous year, projecting an 8% year-over-year decline and a 28% quarter-over-quarter drop from 495,000 in the fourth quarter of 2024 to around 355,000 in the first quarter of 2025. On the other hand, JP Morgan has taken a more bearish stance, lowering its price target on Tesla to $120 and maintaining an Underweight rating. The firm predicts Tesla's first-quarter deliveries to be around 355,000, marking the company's weakest quarter since 2022. This forecast reflects concerns over Musk's role in the government and its impact on Tesla's sales, particularly in Europe. Tesla shares have fallen 38% year-to-date and are currently trading around $220. President Donald Trump has expressed support for Tesla, indicating he would buy a Tesla vehicle as a symbol of support and declaring violence at Tesla dealerships to be acts of domestic terrorism.