Analysts are digging into the ramifications of Tesla CEO Elon Musk's explosive feud with President Trump on Thursday. While the barrage of insults and accusations has stopped, the question remains for investors if the drama will impact the stock?
Goldman Sachs analysts cut Tesla's 2Q25 delivery forecast to 365,000 units from 410,000, below the Visible Alpha consensus of 417,000, and slashed earnings estimates due to weak data from China, the U.S., and Europe, as well as declining consumer sentiment. “We're lowering our Tesla vehicle delivery assumptions and EPS estimates to better reflect weaker monthly datapoints,” wrote analysts Mark Delaney, Dan Duggan, and others. They maintained a Neutral rating on Tesla and reduced their 12-month price target to $285 from $295.
Morgan Stanley’s Adam Jonas reiterated an overweight rating and $410 price target on Tesla. Morgan Stanley said "prepared for more downside, but long-term bullish".
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