
Tesla's stock has experienced a 53% decline from its peak, prompting analysts to call for urgent action from CEO Elon Musk. Morgan Stanley has lowered its price target for Tesla to $410 from $430, citing reduced vehicle delivery estimates for 2025, now projected at 1.61 million, down from 1.92 million. Piper Sandler has also cut its price target to $450 from $500, while Wedbush has maintained its $550 target, emphasizing optimism about Tesla's autonomous driving and robotics potential. Wedbush analyst Dan Ives, a long-time Tesla bull, has described the situation as a 'crisis' and outlined two critical actions Musk must take. First, Musk needs to formally balance his role as Tesla CEO and his commitments to the Department of Government Efficiency (DOGE). Second, he must provide a clear roadmap for Tesla's upcoming lower-cost electric vehicles and the rollout of Full Self-Driving (FSD) Robotaxi services, both slated for 2025. The FSD rollout is expected to begin in Austin in June. Analysts have also noted Tesla's current valuation returning to pre-election levels and highlighted additional challenges, including the Cybertruck recall and a Model Y refresh. Despite these issues, analysts remain optimistic about Tesla's long-term potential in autonomous driving, robotics, and its ability to innovate in the transportation industry.




Tesla becoming a political symbol is a bad thing for Tesla, Musk, customers, shareholders…it’s that simple and brand reputation is key as we discuss on @SquawkStreet. We remain firmly bullish but this current Tesla brand crisis situation is not sustainable. Musk needs to lead👇 https://t.co/y0w48gbPFm https://t.co/OYvrcffSAk
Top Tesla analyst cuts target on falling sales, but keeps buy rating https://t.co/njMuRsQXpJ
The most useless analyst Adam Jonas cut his estimates and price target on $tsla after hours. He even opined why stay buy?