Tesla's Fortunes Fall as Musk Rises in Trump World

Tesla's sales and profitability have been under pressure due to its old vehicle lineup and increasing competition. The alliance between Elon Musk and Donald Trump has raised concerns among Tesla owners and potential buyers, leading to doubts about the statement of driving a Tesla in today's political climate. These doubts have resulted in worrisome numbers for the company. The event highlights the challenges faced by Tesla and the impact of Musk's involvement in national politics.

Latest News

2025-03-08

2025-03-07

The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone

2025-03-07

Wall Street Is Turning Its Back on Elon Musk

User Discussion

SmlTrader

2025-03-08

Another blind Tesla bull who doesnt touch the point on people are not buying Tesla because of Musk's actions. No one wants to buy Tesla as a protest to what he is doing.

The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone

Merlink

2025-03-07

$Tesla Motors(TSLA)$ it is not overdone. He is still very much involved in DOGE. As long as he is out in the news for DOGE and Trump. His customers who are mainly against Trump and his policies will resist his Tesla.

The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone

WealthBuilder

2025-03-07

Selling is not overdone . Sales is falling off the cliff

The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone

UTOtrader

2025-03-07

$Tesla Motors(TSLA)$ u buy we buy all buy

The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone

SamsonChow

2025-03-07

President Musk tell your shareholders 5 things u have achieved this week? Please resign u are fcuking up the brand & pissing off ur customers in US Europe Canada...

The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone

Coldastone17

2025-03-07

It will rise soon

The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone

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No one wants to buy Tesla as a protest to what he is doing.&nbsp;","listText":"Another blind Tesla bull who doesnt touch the point on people are not buying Tesla because of Musk's actions. No one wants to buy Tesla as a protest to what he is doing.&nbsp;","text":"Another blind Tesla bull who doesnt touch the point on people are not buying Tesla because of Musk's actions. No one wants to buy Tesla as a protest to what he is doing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/411035422126376","repostId":"2517102102","repostType":2,"repost":{"id":"2517102102","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1741356000,"share":"https://ttm.financial/m/news/2517102102?lang=en_US&edition=fundamental","pubTime":"2025-03-07 22:00","market":"us","language":"en","title":"The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone","url":"https://stock-news.laohu8.com/highlight/detail?id=2517102102","media":"Dow Jones","summary":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as mu","content":"<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-07 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4543":"AI","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4516":"特朗普概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517102102","content_text":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.","news_type":1,"symbols_score_info":{"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410944787432032,"gmtCreate":1741360988303,"gmtModify":1741361523176,"author":{"id":"3582196336336885","authorId":"3582196336336885","name":"Merlink","avatar":"https://static.tigerbbs.com/741db9e3d01255d709f4d301a1acc34f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582196336336885","idStr":"3582196336336885"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> it is not overdone. He is still very much involved in DOGE. As long as he is out in the news for DOGE and Trump. His customers who are mainly against Trump and his policies will resist his Tesla.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> it is not overdone. He is still very much involved in DOGE. As long as he is out in the news for DOGE and Trump. His customers who are mainly against Trump and his policies will resist his Tesla.&nbsp;","text":"$Tesla Motors(TSLA)$ it is not overdone. He is still very much involved in DOGE. As long as he is out in the news for DOGE and Trump. His customers who are mainly against Trump and his policies will resist his Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410944787432032","repostId":"2517102102","repostType":4,"repost":{"id":"2517102102","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1741356000,"share":"https://ttm.financial/m/news/2517102102?lang=en_US&edition=fundamental","pubTime":"2025-03-07 22:00","market":"us","language":"en","title":"The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone","url":"https://stock-news.laohu8.com/highlight/detail?id=2517102102","media":"Dow Jones","summary":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as mu","content":"<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-07 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4543":"AI","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4516":"特朗普概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517102102","content_text":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.","news_type":1,"symbols_score_info":{"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410931992682568,"gmtCreate":1741357944459,"gmtModify":1741357948497,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171803256903022","idStr":"4171803256903022"},"themes":[],"htmlText":"Selling is not overdone . Sales is falling off the cliff&nbsp;","listText":"Selling is not overdone . Sales is falling off the cliff&nbsp;","text":"Selling is not overdone . Sales is falling off the cliff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410931992682568","repostId":"2517102102","repostType":2,"repost":{"id":"2517102102","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1741356000,"share":"https://ttm.financial/m/news/2517102102?lang=en_US&edition=fundamental","pubTime":"2025-03-07 22:00","market":"us","language":"en","title":"The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone","url":"https://stock-news.laohu8.com/highlight/detail?id=2517102102","media":"Dow Jones","summary":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as mu","content":"<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-07 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4543":"AI","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4516":"特朗普概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517102102","content_text":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.","news_type":1,"symbols_score_info":{"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410927865270416,"gmtCreate":1741357113705,"gmtModify":1741357117846,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> u buy we buy all buy","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> u buy we buy all buy","text":"$Tesla Motors(TSLA)$ u buy we buy all buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410927865270416","repostId":"2517102102","repostType":4,"repost":{"id":"2517102102","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1741356000,"share":"https://ttm.financial/m/news/2517102102?lang=en_US&edition=fundamental","pubTime":"2025-03-07 22:00","market":"us","language":"en","title":"The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone","url":"https://stock-news.laohu8.com/highlight/detail?id=2517102102","media":"Dow Jones","summary":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as mu","content":"<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-07 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4543":"AI","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4516":"特朗普概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517102102","content_text":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.","news_type":1,"symbols_score_info":{"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410928386675352,"gmtCreate":1741356986157,"gmtModify":1741358689543,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4166752395028592","idStr":"4166752395028592"},"themes":[],"htmlText":"President Musk tell your shareholders 5 things u have achieved this week? &nbsp;Please resign u are fcuking up the brand &amp;&nbsp;&nbsp;pissing off ur customers in US Europe Canada...","listText":"President Musk tell your shareholders 5 things u have achieved this week? &nbsp;Please resign u are fcuking up the brand &amp;&nbsp;&nbsp;pissing off ur customers in US Europe Canada...","text":"President Musk tell your shareholders 5 things u have achieved this week? Please resign u are fcuking up the brand & pissing off ur customers in US Europe Canada...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410928386675352","repostId":"2517102102","repostType":2,"repost":{"id":"2517102102","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1741356000,"share":"https://ttm.financial/m/news/2517102102?lang=en_US&edition=fundamental","pubTime":"2025-03-07 22:00","market":"us","language":"en","title":"The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone","url":"https://stock-news.laohu8.com/highlight/detail?id=2517102102","media":"Dow Jones","summary":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as mu","content":"<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-07 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4543":"AI","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4516":"特朗普概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517102102","content_text":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.","news_type":1,"symbols_score_info":{"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410925209797160,"gmtCreate":1741356485373,"gmtModify":1741356490053,"author":{"id":"3562193648411471","authorId":"3562193648411471","name":"Coldastone17","avatar":"https://community-static.tradeup.com/news/4f1bd3166de45ed68ce52aacd1ca37f1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562193648411471","idStr":"3562193648411471"},"themes":[],"htmlText":"It will rise soon","listText":"It will rise soon","text":"It will rise soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410925209797160","repostId":"2517102102","repostType":2,"repost":{"id":"2517102102","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1741356000,"share":"https://ttm.financial/m/news/2517102102?lang=en_US&edition=fundamental","pubTime":"2025-03-07 22:00","market":"us","language":"en","title":"The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone","url":"https://stock-news.laohu8.com/highlight/detail?id=2517102102","media":"Dow Jones","summary":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as mu","content":"<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Biggest Tesla Bull on Wall Street Says the Selloff Over Musk’s Politics Is Overdone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-07 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analyst</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1368fafe9c01c201a88358c245a4e71b\" alt=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" title=\"Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.\" tg-width=\"923\" tg-height=\"612\"/><span>Elon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.</span></p><p>Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.</p><p style=\"text-align: start;\">That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.</p><p>Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.</p><p>“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.</p><p>But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”</p><p>Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.</p><p style=\"text-align: start;\">Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”</p><p style=\"text-align: start;\">Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.</p><p style=\"text-align: start;\">Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”</p><p>And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.</p><p style=\"text-align: start;\">As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.</p><p style=\"text-align: start;\">Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.</p><p style=\"text-align: start;\">Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4543":"AI","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4516":"特朗普概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLL":"2倍做多TSLA ETF-Direxion","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517102102","content_text":"A ‘gut check moment’ is here for Tesla enthusiasts, says Wedbush analystElon Musk departs the U.S. Capitol Building on March 5, 2025. Wedbush analysts say his political ties won’t hurt car sales as much as investors believe.Investors are missing the real value in Tesla’s stock — and blowing out of proportion the negative impact of Chief Executive Elon Musk’s involvement in politics.That’s according to a Wedbush team led by analyst Dan Ives, who has the highest 12-month price target for Tesla among analysts of $550 per share and just added the company to their best ideas list.Tesla’s stock slumped again on Thursday, closing 6% lower at $263.45, and was down 1% in p. The stock has dropped 35% this year.“This is a gut check moment for Tesla bulls (including ourselves) after this massive selloff in Tesla shares with fears mounting. The bears own the Tesla narrative in the near-term as lackluster sales numbers from Europe, China and the U.S., in January/February along with Musk protest/brand worries have created many concerns,” Ives and his team said in a note to clients. Ives rates Tesla as outperform.But while the “DOGE/Trump-Musk iron clad partnership has created major brand worries for Tesla,” they estimate less than 5% of Tesla’s global sales are at risk, “despite the global draconian narrative for Musk.”Sales have been sliding in Europe, notably in Germany where a second-straight month of poor numbers revealed a 76% slump last month. More recently, China, its second-biggest market, saw sales drop 49% in February.Ives told MarketWatch in an email that they arrived at that 5% at-risk number, “based on our conversations with Tesla dealerships globally and historical retention analysis of a Tesla customer.”Europe does represent a small portion of Tesla’s revenue exposure — 2.2% for Germany and 1.7% for the U.K., according to FactSet estimates. But the U.S., its biggest market, has also been the scene of anti-Musk and Tesla demonstrations.Still, Ives and his team are convinced that Musk will “better balance his time between DOGE and Tesla/SpaceX over the course of 2025 and some of these distractions will fade.”And rather than get knotted up over current tensions around Musk’s political involvement, they said investors should focus on where the real value for shares lies — a massive innovation and technology cycle just getting started for the company. “We believe autonomous and Optimus will represent 90% of the valuation of the Tesla story and create a company with a valuation that exceeds $2 trillion,” they said.As well as the launch of unsupervised FSD (full self-driving) in Austin this June, the analysts are also counting on a lower cost, sub-$35,000 new model before the summer to drive some pent-up consumer demand.Also in the more positive corner for Tesla were analysts at TD Cowen, where Itay Michaeli issued a new buy rating and price target of $388 on Tesla after taking over coverage of the stock. TD Cowen had previously rated the stock as hold.Michaeli said the share pullback was a part of their more positive view on the stock, as well as several potential catalysts they see potentially boosting the stock this year.","news_type":1,"symbols_score_info":{"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}