Elon Musk speaks during the first meeting of the cabinet organized by US President Donald Trump at the White House in Washington, DC, SH.BA, February 26, 2025.
Brian Snyder | Duddy
Tesla’s The stock has never had this red stretch.
For seven weeks, after Elon Musk went to Washington, DC to join the Trump administration, shares in his motorist have fallen, closing Friday at $ 270.48. It is the longest losing queue for Tesla in its 15 years as a public company.
Tesla’s shares ended the week more than 10% and at their lowest level since November 5, election day, when they closed with $ 251.44. Since the shares reached nearly $ 480 on December 17, Tesla has lost much over $ 800 billion on the market lid.
Some Wall Street firms this week, including Bank of AmericaBaird and Goldman Sachsreduce their tesla price targets.
Reducing their target from $ 490 to $ 380, analysts at the Bank of America mentioned concerns about the new sales of the company’s vehicles and the lack of a recent Musk update in a “low -cost model”.
Goldman Sachs, who lowered its stock price on $ 320 by $ 345, also showed that the fall of electric vehicle sales for Tesla in the first two months of the year in some markets in Europe, China and parts of the SH.BA
Goldman’s analysts pointed out that Tesla faces, “a harsh competitive environment for FSD” in China, where key competitors “generally do not require a special software purchase for smart leadership features”. The FSD, or the full (supervised) self-direction, is the partially automated Tesla automated system, which the company sells as a premium option in the US
Baird added Tesla to “its fresh fresh choices” this week, with analysts in firm writing, “Production interruption time “will complicate” the side of supplying the equation “for Tesla while the company is moved to the production of the new version of its Y SUV model.
Elon Musk stands while he is recognized by US President Donald Trump during Trump’s speech at a common Congress session at the US Capitol in Washington, DC, on March 4, 2025.
Saul Loeb | AFP | Getty Images
But Wall Street is not only worried about basic metrics such as sales and production figures. Investors are also trying to appreciate how many policies and work in the White House will put pressure on Tesla, and as long as.
“Musk’s involvement with the Trump administration adds uncertainty to the demand side,” Baird Analysts writes.
Before taking on his role as adviser to President Donald Trump, and the leader of the so -called Government Efficiency Department (DOGE), Musk was already running many of his private enterprises, including the beginning of artificial intelligence XAI, Social Media Company and Space’s Space Contractor.
Disturbed bulls
Now Musk, the richest person in the world, has become the public face of the Trump administration’s effort to dramatically reduce the workforce, spending and capacity of the federal government. Meanwhile, he continues to post political rhetoric on X, slamming judges whose decisions dislike, and promoting fake Kreml talks about Ukraine President Volodymyr Zelenskyy.
Anti-muscor and anti-tetles have grown in the US and Europe, with an outbreak of protests and suspected criminal acts of arson and vandalism in Tesla facilities.
Even the bullish analysts, and many fans, have had to accept the impact of Musk’s policy on the desirability of Tesla and its products in a wide number of customers and investors.
Ev defends in Cleantechnica, which has long promoted Tesla on its site, directed a column focused on ethics on Thursday asking if Tesla owners should sell their cars, and thinking if the tesla board should light the musk like CEO.
Musk and Tesla did not respond immediately to comment requests.
In a Friday Note, Dan Ives ‘Wedbush’ Dan Ives wrote, “Tesla Bulls find themselves with their back against the wall that faces the negative global feeling about Musk/Doge and the Trump administration.” He called it a “intestinal control moment for demas tesla (including ourselves)”.
Wedbush said she is using the sale as an opportunity to add Tesla to her list “Best Ideas”, and set his $ 550 price target.
“The best thing that ever happened to Musk and Tesla was Trump in the White House as this will create an irregular environment with an autonomous Federal Central Guide for Golden Tesla’s strategic vision,” the firm wrote.
Tesla Bulls see the potential for the company to soon start the new affordable model EVS, a robotax and driverless service, and provide humanoid robots capable of factory in the not too distant future. Iva said he expects Musk that will focus more on Tesla and other companies in the second half of 2025.
Analysts at TD Cowen are also optimistic. In a Note on Thursday, they writes, “Tesla now seems to be at the beginning of a large cycle of 2025-26 products, one we believe can reinvest volume growth and strengthen the general sense of stock prices.”
Look: Tesla has subsequent catalysts beyond Q1