Is Tesla Stock A Buy Or A Sell Amid Donald Trump's White House Return And Q4 Earnings?

9
1
Favorite

Is Tesla Stock A Buy Or A Sell Amid Donald Trump's White House Return And Q4 Earnings?

Investor’s Business Daily01-14

Tesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Coldastone17
·01-15
So wats the conclusion? Buy or sell??
Reply
2
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2503535851?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-14 16:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2503535851","market":"us","top_or_hot":-1,"title":"Is Tesla Stock A Buy Or A Sell Amid Donald Trump's White House Return And Q4 Earnings?","media":"Investor’s Business Daily","content":"<div>\n<p>Tesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, ...</p>\n\n<a href=\"https://www.investors.com/news/tesla-stock-buy-or-sellin-2025-donald-trump-elon-musk/\">Source Link</a>\n\n</div>\n","source":"investor_business_daily_highlight","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>Is Tesla Stock A Buy Or A Sell Amid Donald Trump's White House Return And Q4 Earnings?</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\">\nIs Tesla Stock A Buy Or A Sell Amid Donald Trump's White House Return And Q4 Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-14 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/tesla-stock-buy-or-sellin-2025-donald-trump-elon-musk/><strong>Investor’s Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, ...</p>\n\n<a href=\"https://www.investors.com/news/tesla-stock-buy-or-sellin-2025-donald-trump-elon-musk/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLL","symbol_name":"Direxion Daily TSLA Bull 2X Shares","start_time":0,"source_url":"https://www.investors.com/news/tesla-stock-buy-or-sellin-2025-donald-trump-elon-musk/","article_id":"2503535851","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2503535851","pubTimestamp":1736843400,"columns":[],"sourceInfo":{"source_id":"investor_business_daily_highlight","name":"Investor’s Business Daily"},"weMediaInfo":null,"summary":"Tesla stock rallied around 62% in 2024. Now, investors await Trump administration policy and the potential easing of regulations for autonomous vehicles.","collect":0,"end_time":0,"defaultTopTitle":"investors.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"translate_title":"在唐纳德·特朗普的白宫回归和第四季度收益中，特斯拉股票是买入还是卖出？","themeId":"1fcc0634cf602bb32854a4cc6b2ba8d1","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1,"TSLL":1},"content_text":"Tesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.TSLA fell as low as 380.07 before advancing around 2.2% to 403.31 during market action on Monday, testing its 10-week line.Meanwhile, Adam Jonas, Morgan Stanley's high-profile auto analyst and a TSLA bull, increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a \"top pick\" for the firm. Jonas' price target represents 9% upside compared to Tesla stock's current market price.Jonas wrote that TSLA's recent share price \"appreciation has begun to discount the expanding 'surface area' between Tesla and physical AI including the company's natural advantages in terms of data collection, robotics, energy storage, AI/compute, manufacturing and supporting infrastructure.\"\"We still see scope for 2025 to be a year where the market's appreciation for Tesla's unique combination of skills can be further reflected in the multiple, offsetting the relatively well-known challenges to the FY25 EV market,\" Jonas wrote Monday.With Trump returning to the White House on Jan. 2o and fourth-quarter earnings coming on Jan. 29, the top question for investors is: when is it a good time to buy or sell Tesla stock.Tesla Q4 DeliveriesThe EV giant reported record fourth-quarter deliveries on Jan. 2, but the number came in below analyst expectations as the company failed to hit its target of annual vehicle unit growth compared to 2023.Tesla produced 459,445 vehicles in Q4 and delivered 495,570 units globally. Tesla also deployed 11 gigawatt-hours of energy storage products. For the full year, Tesla energy storage deployments totaled 31.4 gigawatt hours. Tesla delivered 1.789 million vehicles while producing 1.773 million units in 2024.Tesla had said it expected \"slight\" vehicle delivery growth in 2024 after the company saw vehicle deliveries rise 38% to 1.81 million in 2023. However, with unit sales lagging in the U.S. and Europe the had been  looking for solutions to drum up demand, offering various discounts and incentives to boost demand. China has been particularly strong in Q4 while the U.S. and Europe have been weak.Looking further out, Chief Executive Elon Musk proclaimed on the Q3 earnings call that vehicle sales could grow \"20%-30%\" in 2025.\"The miss reflects a relatively aged product and increased availability of lower priced competition globally ahead of the hyped introduction of the cheaper new model (Juniper) in early/mid-2025, which more than offset pre-buy and promotional forces,\" Morgan Stanley's Adam Jonas wrote following the report.Tesla reports Q4 earnings and revenue after the market closes on Jan. 29. Analysts predict Q4 EPS growing 7% to 76 cents with sales totaling $27.16 billion, up 8% compared to Q4 2023. Investors will be looking for updates on autonomous vehicle timelines and 2025 guidance.The Delaware Court DecisionMeanwhile, Delaware Court of Chancery Judge Kathaleen McCormick recently stuck with her January decision and once more rejected Musk's $56 billion compensation package from 2018. The pay deal is now worth more than $100 billion.In a statement on X, Tesla said it will appeal the court's decision.In June, some 77% of shareholders voting approved giving Musk his 2018 $56 billion pay package, or 72% excluding Musk and his brother, Kimbal Musk. Tesla shareholders also voted this year in favor of reincorporating the company in Texas, moving it from Delaware.Before the June shareholder vote, Musk suggested he might shift Tesla resources to his privately held xAI if he didn't get the pay deal, as well as further power giving him a 25% voting stake.Musk currently has a nearly 13% stake in Tesla. Prior to selling TSLA shares to purchase Twitter, now X, for $44 billion in late 2022, Musk owned around 22% of Tesla.Judge Kathaleen McCormick wrote in in the opinion that, \"Even if a stockholder vote could have a ratifying effect, it could not do so here.\"FSD Version 13Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.Musk has said he expects FSD to achieve true self-driving by mid-2025, though he's said similar \"this year\" or \"next year\" statements for about a decade.Jonas in a recent note remained cautious about Tesla's autonomous driving prospects in the short term.\"While a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization,\" Jonas wrote. \"However, we believe U.S. states and metro areas will continue to have the greatest say on final deployment.\"The EV giant first began rolling out the latest FSD upgrade to employees and limited outside customers.The EV giant hyped-up expectations by predicting its FSD version 13 will show a six-times improvement in terms of miles-per driver intervention. Currently, FSD v13 appears to be a limited version, but has the ability to unpark, reverse, and park. It is still listed as \"supervised\" FSD, according to Tesla.Musk on the third-quarter earnings call said he expects \"fully autonomous unsupervised FSD in California and Texas next year — that's with the Model 3 and Model Y.\" However, Musk admitted that he tends to be a \"little optimistic with time frames.\"Musk also conceded on the Q3 call that Tesla EVs with Hardware 3.0 might not be able to achieve true self-driving. He said if that's the case, Tesla will upgrade FSD customers with HW3.0 for free.IRA Tax CreditTSLA shares about 5.8% on Nov. 14 amid reports the president-elect's transition team plans to discontinue the Inflation Reduction Act, IRA, $7,500 EV consumer tax credit. The move was not a surprise to analysts and Musk has appeared to already endorse the idea of cutting the tax credit, echoing the belief that Tesla can thrive without it.However, if the IRA tax credits are stripped away, it could hit Tesla's auto business. The EV giant has already slashed prices repeatedly over the past year to drum up consumer interest amid waning demand.Tesla continues to ramp up incentives, especially in the U.S., as the company targets record deliveries in Q4. The EV giant recently announced a year-end discount on local Model Y sales.\"We expect Musk to have a big seat at the table as these EV discussions happen within the Trump transition team,\" Wedbush analyst Dan Ives wrote at the time. \"We believe any sell-off in Tesla from these reports is the wrong knee-jerk reaction and we would be buyers.\"Meanwhile, the dual-motor Tesla Cybertruck is now eligible for the $7,500 IRA tax credit, which should boost demand, at least to start 2025.The Musk-Trump AllianceAnalysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.Late on Nov. 12, Trump announced in a statement that Musk and Vivek Ramaswamy will lead the Department of Government Efficiency (DOGE) to \"dismantle Government Bureaucracy, slash excess regulations, cut wasteful expenditures and restructure Federal Agencies.\"Musk, in the statement, said, \"This will send shockwaves through the system.\"The Department of Government Efficiency is tasked with providing \"advice and guidance from outside of Government and will partner with the White House and Office of Management & Budget.\"\"Musk's significant influence in the Trump White House is already having a major influence and ultimately the golden path for Tesla around Cybercabs and autonomous is now within reach with an emboldened Trump/Musk strategic alliance playing out in real time and very in line with our thesis,\" Ives wrote on Nov. 29.However, JPMorgan in early January estimated that, based on Trump's proposals to remove EV tax credits and subsidies, about 40% of Tesla's profits would be in danger after Trump takes office.\"Tesla does not appear to us on track to dominate the global auto industry amidst the electrification transition, which we view as only the starting point for present valuation,\" JPMorgan analyst Ryan Brinkman wrote.Tesla: Third-Quarter EarningsThe EV giant's third-quarter earnings unexpectedly rose 9% in the third quarter, snapping a four-quarter string of year-over-year declines. Revenue came in slightly below forecasts. Gross margins jumped, fueled by strong Tesla Energy margins and a record-low cost of goods sold.Regulatory credits were high at $739 million, though below Q2's $890 million. FSD revenue recognition also may have helped.Tesla's CFO said the EV maker may not be able to sustain Q3's margins in Q4. Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025, Tesla reported.On the Tesla earnings conference call, Musk pegs Q2 2025 as the internal target for FSD unsupervised to be safer than a human driver. Tesla said it's testing a ride-hailing services with employees, using a human safety driver.Musk added that the upcoming \"affordable\" EV will cost less than $30,000, \"with incentives.\"Tesla Stock: The Robotaxi EventMusk set sky-high expectations for the \"We Robot\" event. But after showing off a Cybercab and Robovan late on Oct. 10, the market seemed unimpressed with Musk as he once more claimed full autonomous driving will come \"next year\" but did not offer any details or updates of an \"affordable\" EV.The event was high on theatrics with Musk riding the two-seat Cybercab, with butterfly doors and no steering wheel, briefly to the stage to give his remarks. Dancing Optimus robots were paraded out with the Tesla humanoids serving attendees drinks. However, the consensus among analysts was that while the event was high on pomp and circumstance, it underdelivered on details.Musk did say he expects the Cybercab price tag will be below $30,000, with production starting \"before 2027.\" The Tesla chief also showed off the latest Optimus robot. He expects that the cost could be $25,000-$30,000 when produced at scale.\"That's it? Disappointing lack of detail,\" Jonas proclaimed in his investor note following the event. Wells Fargo analysts echoed that sentiment, writing that Tesla's robotaxi event was mostly \"razzle-dazzle\" with \"little substance.\"\"We were overall disappointed with the substance and detail of the presentation. As such, we anticipated TSLA to be under pressure following the event,\" Jonas added.Cathie Wood On The RobotaxiTesla stock sold off hard the day following the robotaxi event, sending a sell signal to investors. However, Cathie Wood and her Ark Invest ignored that and purchased nearly $3 million in TSLA shares.Wood, who has long been super-bullish on Tesla's autonomy push and robotaxi aims, attended Tesla's robotaxi event on Thursday. On June 12, Ark Invest updated its  Tesla stock price target to 2,600 by 2029, estimating that around 90% of Tesla's enterprise value and earnings will be attributed to the robotaxi business in 2029.Wood's Ark Invest tends to purchase Tesla stock and other positions amid sell-offs or when they break below key moving averages. Without a robotaxi network and business, Ark Invest says its TSLA price target would be around $350 per share, according to the report.\"We remain confident that the service will launch within the next five years,\" Ark Invest said.Tesla EVs In Regulators' SightsThe National Highway Traffic Safety Administration announced in January it opened an investigation into Tesla, citing \"Actually Smart Summon sessions resulting in crashes during the session, including where the operator does not have enough time to react due to vehicle proximity or line of sight.\"Federal regulators wrote they have received one complaint alleging that an Actually Smart Summon session resulted in a crash and has reviewed at least three media reports of apparently similar crashes. All four incidents involve Tesla vehicles operating in Actually Smart Summon failing to detect posts or parked vehicles, resulting in a crash, according to NHTSA.Is Tesla Stock A Buy?The stock slipped a fraction to 394.74 on Friday, but did rebound from the 10-week line intraday. Tesla shares fell 3.8% for the week, dropping below 21-day line, even as the EV giant refreshed the popular Model Y in China.TSLA stock is on the IBD Leaderboard watchlist.Tesla stock on Dec. 11 cleared the company's longtime all-time high of 414.50, which it hit on Nov. 4, 2021. The stock had previously last touched 400 in January 2022, according to MarketSurge charts.Tesla topped the $1 trillion mark on Nov. 8 for the first time in two years. On Nov. 6, Tesla stock gapped up above an alternate handle buy point of 273.54 but was quickly extended. Tesla stock popped 3.2% to 369.49 on Dec. 5, clearing a recent range, which could have offered an add-on entry for existing TSLA holders.On Dec. 18, Tesla stock retreated 8.3% to 440.13, after hitting a record high of 488.54 intraday.Tesla stock ranks first in the 35-member IBD Auto Manufacturers industry group. The stock has a 91 Composite Rating out of a best-possible 99. Shares also have a 97 Relative Strength Rating and a 78 EPS Rating.Almost single-handedly, Elon Musk has turned the auto industry on its head. He has essentially forced it to get aboard the electric-vehicle train. Tesla has been a monster stock over much of its history, especially during its stratospheric run from mid-2019 to late 2021.TSLA shares consolidated after hitting a record 488.54 on Dec. 18, narrowing the distance above the 10-week line. Ideally, the EV giant would find support around its 10-week and 50-day moving averages or even forge a new base for a buying opportunity.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":392593072681144,"gmtCreate":1736872295959,"gmtModify":1736872300152,"author":{"id":"3562193648411471","authorId":"3562193648411471","name":"Coldastone17","avatar":"https://community-static.tradeup.com/news/4f1bd3166de45ed68ce52aacd1ca37f1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3562193648411471","authorIdStr":"3562193648411471"},"htmlText":"So wats the conclusion? Buy or sell??","listText":"So wats the conclusion? Buy or sell??","text":"So wats the conclusion? Buy or sell??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392593072681144","repostId":2503535851,"repostType":2,"repost":{"id":"2503535851","kind":"highlight","pubTimestamp":1736843400,"share":"https://ttm.financial/m/news/2503535851?lang=&edition=fundamental","pubTime":"2025-01-14 16:30","market":"us","language":"en","title":"Is Tesla Stock A Buy Or A Sell Amid Donald Trump's White House Return And Q4 Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2503535851","media":"Investor’s Business Daily","summary":"Tesla stock rallied around 62% in 2024. Now, investors await Trump administration policy and the potential easing of regulations for autonomous vehicles.","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump&#39;s election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.</p><p style=\"text-align: start;\">TSLA fell as low as 380.07 before advancing around 2.2% to 403.31 during market action on Monday, testing its 10-week line.</p><p style=\"text-align: start;\">Meanwhile, Adam Jonas, Morgan Stanley&#39;s high-profile auto analyst and a TSLA bull, increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a &#34;top pick&#34; for the firm. Jonas&#39; price target represents 9% upside compared to Tesla stock&#39;s current market price.</p><p>Jonas wrote that TSLA&#39;s recent share price &#34;appreciation has begun to discount the expanding &#39;surface area&#39; between Tesla and physical AI including the company&#39;s natural advantages in terms of data collection, robotics, energy storage, AI/compute, manufacturing and supporting infrastructure.&#34;</p><p style=\"text-align: start;\">&#34;We still see scope for 2025 to be a year where the market&#39;s appreciation for Tesla&#39;s unique combination of skills can be further reflected in the multiple, offsetting the relatively well-known challenges to the FY25 EV market,&#34; Jonas wrote Monday.</p><p>With Trump returning to the White House on Jan. 2o and fourth-quarter earnings coming on Jan. 29, the top question for investors is: when is it a good time to buy or sell Tesla stock.</p><h2 id=\"id_3254706260\" style=\"text-align: start;\">Tesla Q4 Deliveries</h2><p style=\"text-align: start;\">The EV giant reported record fourth-quarter deliveries on Jan. 2, but the number came in below analyst expectations as the company failed to hit its target of annual vehicle unit growth compared to 2023.</p><p style=\"text-align: start;\">Tesla produced 459,445 vehicles in Q4 and delivered 495,570 units globally. Tesla also deployed 11 gigawatt-hours of energy storage products. For the full year, Tesla energy storage deployments totaled 31.4 gigawatt hours. Tesla delivered 1.789 million vehicles while producing 1.773 million units in 2024.</p><p style=\"text-align: start;\">Tesla had said it expected &#34;slight&#34; vehicle delivery growth in 2024 after the company saw vehicle deliveries rise 38% to 1.81 million in 2023. However, with unit sales lagging in the U.S. and Europe the had been  looking for solutions to drum up demand, offering various discounts and incentives to boost demand. China has been particularly strong in Q4 while the U.S. and Europe have been weak.</p><p style=\"text-align: start;\">Looking further out, Chief Executive Elon Musk proclaimed on the Q3 earnings call that vehicle sales could grow &#34;20%-30%&#34; in 2025.</p><p style=\"text-align: start;\">&#34;The miss reflects a relatively aged product and increased availability of lower priced competition globally ahead of the hyped introduction of the cheaper new model (Juniper) in early/mid-2025, which more than offset pre-buy and promotional forces,&#34; Morgan Stanley&#39;s Adam Jonas wrote following the report.</p><p style=\"text-align: start;\">Tesla reports Q4 earnings and revenue after the market closes on Jan. 29. Analysts predict Q4 EPS growing 7% to 76 cents with sales totaling $27.16 billion, up 8% compared to Q4 2023. Investors will be looking for updates on autonomous vehicle timelines and 2025 guidance.</p><h2 id=\"id_3287306393\" style=\"text-align: start;\">The Delaware Court Decision</h2><p style=\"text-align: start;\">Meanwhile, Delaware Court of Chancery Judge Kathaleen McCormick recently stuck with her January decision and once more rejected Musk&#39;s $56 billion compensation package from 2018. The pay deal is now worth more than $100 billion.</p><p style=\"text-align: start;\">In a statement on X, Tesla said it will appeal the court&#39;s decision.</p><p style=\"text-align: start;\">In June, some 77% of shareholders voting approved giving Musk his 2018 $56 billion pay package, or 72% excluding Musk and his brother, Kimbal Musk. Tesla shareholders also voted this year in favor of reincorporating the company in Texas, moving it from Delaware.</p><p>Before the June shareholder vote, Musk suggested he might shift Tesla resources to his privately held xAI if he didn&#39;t get the pay deal, as well as further power giving him a 25% voting stake.</p><p style=\"text-align: start;\">Musk currently has a nearly 13% stake in Tesla. Prior to selling TSLA shares to purchase Twitter, now X, for $44 billion in late 2022, Musk owned around 22% of Tesla.</p><p style=\"text-align: start;\">Judge Kathaleen McCormick wrote in in the opinion that, &#34;Even if a stockholder vote could have a ratifying effect, it could not do so here.&#34;</p><h2 id=\"id_1356796486\" style=\"text-align: start;\">FSD Version 13</h2><p style=\"text-align: start;\">Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.</p><p style=\"text-align: start;\">Musk has said he expects FSD to achieve true self-driving by mid-2025, though he&#39;s said similar &#34;this year&#34; or &#34;next year&#34; statements for about a decade.</p><p style=\"text-align: start;\">Jonas in a recent note remained cautious about Tesla&#39;s autonomous driving prospects in the short term.</p><p style=\"text-align: start;\">&#34;While a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization,&#34; Jonas wrote. &#34;However, we believe U.S. states and metro areas will continue to have the greatest say on final deployment.&#34;</p><p style=\"text-align: start;\">The EV giant first began rolling out the latest FSD upgrade to employees and limited outside customers.</p><p style=\"text-align: start;\">The EV giant hyped-up expectations by predicting its FSD version 13 will show a six-times improvement in terms of miles-per driver intervention. Currently, FSD v13 appears to be a limited version, but has the ability to unpark, reverse, and park. It is still listed as &#34;supervised&#34; FSD, according to Tesla.</p><p style=\"text-align: start;\">Musk on the third-quarter earnings call said he expects &#34;fully autonomous unsupervised FSD in California and Texas next year — that&#39;s with the Model 3 and Model Y.&#34; However, Musk admitted that he tends to be a &#34;little optimistic with time frames.&#34;</p><p style=\"text-align: start;\">Musk also conceded on the Q3 call that Tesla EVs with Hardware 3.0 might not be able to achieve true self-driving. He said if that&#39;s the case, Tesla will upgrade FSD customers with HW3.0 for free.</p><h2 id=\"id_522098662\" style=\"text-align: start;\">IRA Tax Credit</h2><p style=\"text-align: start;\">TSLA shares about 5.8% on Nov. 14 amid reports the president-elect&#39;s transition team plans to discontinue the Inflation Reduction Act, IRA, $7,500 EV consumer tax credit. The move was not a surprise to analysts and Musk has appeared to already endorse the idea of cutting the tax credit, echoing the belief that Tesla can thrive without it.</p><p style=\"text-align: start;\">However, if the IRA tax credits are stripped away, it could hit Tesla&#39;s auto business. The EV giant has already slashed prices repeatedly over the past year to drum up consumer interest amid waning demand.</p><p style=\"text-align: start;\">Tesla continues to ramp up incentives, especially in the U.S., as the company targets record deliveries in Q4. The EV giant recently announced a year-end discount on local Model Y sales.</p><p style=\"text-align: start;\">&#34;We expect Musk to have a big seat at the table as these EV discussions happen within the Trump transition team,&#34; Wedbush analyst Dan Ives wrote at the time. &#34;We believe any sell-off in Tesla from these reports is the wrong knee-jerk reaction and we would be buyers.&#34;</p><p style=\"text-align: start;\">Meanwhile, the dual-motor Tesla Cybertruck is now eligible for the $7,500 IRA tax credit, which should boost demand, at least to start 2025.</p><h2 id=\"id_3253149467\" style=\"text-align: start;\">The Musk-Trump Alliance</h2><p style=\"text-align: start;\">Analysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.</p><p style=\"text-align: start;\">Late on Nov. 12, Trump announced in a statement that Musk and Vivek Ramaswamy will lead the Department of Government Efficiency (DOGE) to &#34;dismantle Government Bureaucracy, slash excess regulations, cut wasteful expenditures and restructure Federal Agencies.&#34;</p><p style=\"text-align: start;\">Musk, in the statement, said, &#34;This will send shockwaves through the system.&#34;</p><p style=\"text-align: start;\">The Department of Government Efficiency is tasked with providing &#34;advice and guidance from outside of Government and will partner with the White House and Office of Management &amp; Budget.&#34;</p><p style=\"text-align: start;\">&#34;Musk&#39;s significant influence in the Trump White House is already having a major influence and ultimately the golden path for Tesla around Cybercabs and autonomous is now within reach with an emboldened Trump/Musk strategic alliance playing out in real time and very in line with our thesis,&#34; Ives wrote on Nov. 29.</p><p>However, JPMorgan in early January estimated that, based on Trump&#39;s proposals to remove EV tax credits and subsidies, about 40% of Tesla&#39;s profits would be in danger after Trump takes office.</p><p style=\"text-align: start;\">&#34;Tesla does not appear to us on track to dominate the global auto industry amidst the electrification transition, which we view as only the starting point for present valuation,&#34; JPMorgan analyst Ryan Brinkman wrote.</p><h2 id=\"id_1199505172\" style=\"text-align: start;\">Tesla: Third-Quarter Earnings</h2><p style=\"text-align: start;\">The EV giant&#39;s third-quarter earnings unexpectedly rose 9% in the third quarter, snapping a four-quarter string of year-over-year declines. Revenue came in slightly below forecasts. Gross margins jumped, fueled by strong Tesla Energy margins and a record-low cost of goods sold.</p><p style=\"text-align: start;\">Regulatory credits were high at $739 million, though below Q2&#39;s $890 million. FSD revenue recognition also may have helped.</p><p style=\"text-align: start;\">Tesla&#39;s CFO said the EV maker may not be able to sustain Q3&#39;s margins in Q4. Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025, Tesla reported.</p><p style=\"text-align: start;\">On the Tesla earnings conference call, Musk pegs Q2 2025 as the internal target for FSD unsupervised to be safer than a human driver. Tesla said it&#39;s testing a ride-hailing services with employees, using a human safety driver.</p><p style=\"text-align: start;\">Musk added that the upcoming &#34;affordable&#34; EV will cost less than $30,000, &#34;with incentives.&#34;</p><h2 id=\"id_3901778168\" style=\"text-align: start;\">Tesla Stock: The Robotaxi Event</h2><p style=\"text-align: start;\">Musk set sky-high expectations for the &#34;We Robot&#34; event. But after showing off a Cybercab and Robovan late on Oct. 10, the market seemed unimpressed with Musk as he once more claimed full autonomous driving will come &#34;next year&#34; but did not offer any details or updates of an &#34;affordable&#34; EV.</p><p style=\"text-align: start;\">The event was high on theatrics with Musk riding the two-seat Cybercab, with butterfly doors and no steering wheel, briefly to the stage to give his remarks. Dancing Optimus robots were paraded out with the Tesla humanoids serving attendees drinks. However, the consensus among analysts was that while the event was high on pomp and circumstance, it underdelivered on details.</p><p style=\"text-align: start;\">Musk did say he expects the Cybercab price tag will be below $30,000, with production starting &#34;before 2027.&#34; The Tesla chief also showed off the latest Optimus robot. He expects that the cost could be $25,000-$30,000 when produced at scale.</p><p style=\"text-align: start;\">&#34;That&#39;s it? Disappointing lack of detail,&#34; Jonas proclaimed in his investor note following the event. Wells Fargo analysts echoed that sentiment, writing that Tesla&#39;s robotaxi event was mostly &#34;razzle-dazzle&#34; with &#34;little substance.&#34;</p><p style=\"text-align: start;\">&#34;We were overall disappointed with the substance and detail of the presentation. As such, we anticipated TSLA to be under pressure following the event,&#34; Jonas added.</p><h2 id=\"id_3623164678\" style=\"text-align: start;\">Cathie Wood On The Robotaxi</h2><p style=\"text-align: start;\">Tesla stock sold off hard the day following the robotaxi event, sending a sell signal to investors. However, Cathie Wood and her Ark Invest ignored that and purchased nearly $3 million in TSLA shares.</p><p style=\"text-align: start;\">Wood, who has long been super-bullish on Tesla&#39;s autonomy push and robotaxi aims, attended Tesla&#39;s robotaxi event on Thursday. On June 12, Ark Invest updated its  Tesla stock price target to 2,600 by 2029, estimating that around 90% of Tesla&#39;s enterprise value and earnings will be attributed to the robotaxi business in 2029.</p><p style=\"text-align: start;\">Wood&#39;s Ark Invest tends to purchase Tesla stock and other positions amid sell-offs or when they break below key moving averages. Without a robotaxi network and business, Ark Invest says its TSLA price target would be around $350 per share, according to the report.</p><p style=\"text-align: start;\">&#34;We remain confident that the service will launch within the next five years,&#34; Ark Invest said.</p><h2 id=\"id_830596577\" style=\"text-align: start;\">Tesla EVs In Regulators&#39; Sights</h2><p style=\"text-align: start;\">The National Highway Traffic Safety Administration announced in January it opened an investigation into Tesla, citing &#34;Actually Smart Summon sessions resulting in crashes during the session, including where the operator does not have enough time to react due to vehicle proximity or line of sight.&#34;</p><p style=\"text-align: start;\">Federal regulators wrote they have received one complaint alleging that an Actually Smart Summon session resulted in a crash and has reviewed at least three media reports of apparently similar crashes. All four incidents involve Tesla vehicles operating in Actually Smart Summon failing to detect posts or parked vehicles, resulting in a crash, according to NHTSA.</p><h2 id=\"id_1376675176\" style=\"text-align: start;\">Is Tesla Stock A Buy?</h2><p style=\"text-align: start;\">The stock slipped a fraction to 394.74 on Friday, but did rebound from the 10-week line intraday. Tesla shares fell 3.8% for the week, dropping below 21-day line, even as the EV giant refreshed the popular Model Y in China.</p><p style=\"text-align: start;\">TSLA stock is on the IBD Leaderboard watchlist.</p><p style=\"text-align: start;\">Tesla stock on Dec. 11 cleared the company&#39;s longtime all-time high of 414.50, which it hit on Nov. 4, 2021. The stock had previously last touched 400 in January 2022, according to MarketSurge charts.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3825fdab56ed0a4ad45d691b5659d179\" tg-width=\"1223\" tg-height=\"634\"/></p><p>Tesla topped the $1 trillion mark on Nov. 8 for the first time in two years. On Nov. 6, Tesla stock gapped up above an alternate handle buy point of 273.54 but was quickly extended. Tesla stock popped 3.2% to 369.49 on Dec. 5, clearing a recent range, which could have offered an add-on entry for existing TSLA holders.</p><p style=\"text-align: start;\">On Dec. 18, Tesla stock retreated 8.3% to 440.13, after hitting a record high of 488.54 intraday.</p><p style=\"text-align: start;\">Tesla stock ranks first in the 35-member IBD Auto Manufacturers industry group. The stock has a 91 Composite Rating out of a best-possible 99. Shares also have a 97 Relative Strength Rating and a 78 EPS Rating.</p><p>Almost single-handedly, Elon Musk has turned the auto industry on its head. He has essentially forced it to get aboard the electric-vehicle train. Tesla has been a monster stock over much of its history, especially during its stratospheric run from mid-2019 to late 2021.</p><p style=\"text-align: start;\">TSLA shares consolidated after hitting a record 488.54 on Dec. 18, narrowing the distance above the 10-week line. Ideally, the EV giant would find support around its 10-week and 50-day moving averages or even forge a new base for a buying opportunity.</p></body></html>","source":"investor_business_daily_highlight","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>Is Tesla Stock A Buy Or A Sell Amid Donald Trump's White House Return And Q4 Earnings?</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\">\nIs Tesla Stock A Buy Or A Sell Amid Donald Trump's White House Return And Q4 Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-14 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/tesla-stock-buy-or-sellin-2025-donald-trump-elon-musk/><strong>Investor’s Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, ...</p>\n\n<a href=\"https://www.investors.com/news/tesla-stock-buy-or-sellin-2025-donald-trump-elon-musk/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://www.investors.com/news/tesla-stock-buy-or-sellin-2025-donald-trump-elon-musk/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503535851","content_text":"Tesla stock gained around 63% in 2024, virtually all of that in the fourth quarter, especially after President-elect Donald Trump's election win. Now, investors await Trump administration policy, including possibly dialing back the Inflation Reduction Act and the potential easing of regulations for autonomous vehicles.TSLA fell as low as 380.07 before advancing around 2.2% to 403.31 during market action on Monday, testing its 10-week line.Meanwhile, Adam Jonas, Morgan Stanley's high-profile auto analyst and a TSLA bull, increased his Tesla stock price target to 430 from 400, keeping an overweight rating on the shares, which remain a \"top pick\" for the firm. Jonas' price target represents 9% upside compared to Tesla stock's current market price.Jonas wrote that TSLA's recent share price \"appreciation has begun to discount the expanding 'surface area' between Tesla and physical AI including the company's natural advantages in terms of data collection, robotics, energy storage, AI/compute, manufacturing and supporting infrastructure.\"\"We still see scope for 2025 to be a year where the market's appreciation for Tesla's unique combination of skills can be further reflected in the multiple, offsetting the relatively well-known challenges to the FY25 EV market,\" Jonas wrote Monday.With Trump returning to the White House on Jan. 2o and fourth-quarter earnings coming on Jan. 29, the top question for investors is: when is it a good time to buy or sell Tesla stock.Tesla Q4 DeliveriesThe EV giant reported record fourth-quarter deliveries on Jan. 2, but the number came in below analyst expectations as the company failed to hit its target of annual vehicle unit growth compared to 2023.Tesla produced 459,445 vehicles in Q4 and delivered 495,570 units globally. Tesla also deployed 11 gigawatt-hours of energy storage products. For the full year, Tesla energy storage deployments totaled 31.4 gigawatt hours. Tesla delivered 1.789 million vehicles while producing 1.773 million units in 2024.Tesla had said it expected \"slight\" vehicle delivery growth in 2024 after the company saw vehicle deliveries rise 38% to 1.81 million in 2023. However, with unit sales lagging in the U.S. and Europe the had been  looking for solutions to drum up demand, offering various discounts and incentives to boost demand. China has been particularly strong in Q4 while the U.S. and Europe have been weak.Looking further out, Chief Executive Elon Musk proclaimed on the Q3 earnings call that vehicle sales could grow \"20%-30%\" in 2025.\"The miss reflects a relatively aged product and increased availability of lower priced competition globally ahead of the hyped introduction of the cheaper new model (Juniper) in early/mid-2025, which more than offset pre-buy and promotional forces,\" Morgan Stanley's Adam Jonas wrote following the report.Tesla reports Q4 earnings and revenue after the market closes on Jan. 29. Analysts predict Q4 EPS growing 7% to 76 cents with sales totaling $27.16 billion, up 8% compared to Q4 2023. Investors will be looking for updates on autonomous vehicle timelines and 2025 guidance.The Delaware Court DecisionMeanwhile, Delaware Court of Chancery Judge Kathaleen McCormick recently stuck with her January decision and once more rejected Musk's $56 billion compensation package from 2018. The pay deal is now worth more than $100 billion.In a statement on X, Tesla said it will appeal the court's decision.In June, some 77% of shareholders voting approved giving Musk his 2018 $56 billion pay package, or 72% excluding Musk and his brother, Kimbal Musk. Tesla shareholders also voted this year in favor of reincorporating the company in Texas, moving it from Delaware.Before the June shareholder vote, Musk suggested he might shift Tesla resources to his privately held xAI if he didn't get the pay deal, as well as further power giving him a 25% voting stake.Musk currently has a nearly 13% stake in Tesla. Prior to selling TSLA shares to purchase Twitter, now X, for $44 billion in late 2022, Musk owned around 22% of Tesla.Judge Kathaleen McCormick wrote in in the opinion that, \"Even if a stockholder vote could have a ratifying effect, it could not do so here.\"FSD Version 13Tesla influencers gushed over Full Self-Driving v13 following a limited release around Thanksgiving. But since then, a wider FSD v13 rollout suggests no major step toward self-driving.Musk has said he expects FSD to achieve true self-driving by mid-2025, though he's said similar \"this year\" or \"next year\" statements for about a decade.Jonas in a recent note remained cautious about Tesla's autonomous driving prospects in the short term.\"While a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization,\" Jonas wrote. \"However, we believe U.S. states and metro areas will continue to have the greatest say on final deployment.\"The EV giant first began rolling out the latest FSD upgrade to employees and limited outside customers.The EV giant hyped-up expectations by predicting its FSD version 13 will show a six-times improvement in terms of miles-per driver intervention. Currently, FSD v13 appears to be a limited version, but has the ability to unpark, reverse, and park. It is still listed as \"supervised\" FSD, according to Tesla.Musk on the third-quarter earnings call said he expects \"fully autonomous unsupervised FSD in California and Texas next year — that's with the Model 3 and Model Y.\" However, Musk admitted that he tends to be a \"little optimistic with time frames.\"Musk also conceded on the Q3 call that Tesla EVs with Hardware 3.0 might not be able to achieve true self-driving. He said if that's the case, Tesla will upgrade FSD customers with HW3.0 for free.IRA Tax CreditTSLA shares about 5.8% on Nov. 14 amid reports the president-elect's transition team plans to discontinue the Inflation Reduction Act, IRA, $7,500 EV consumer tax credit. The move was not a surprise to analysts and Musk has appeared to already endorse the idea of cutting the tax credit, echoing the belief that Tesla can thrive without it.However, if the IRA tax credits are stripped away, it could hit Tesla's auto business. The EV giant has already slashed prices repeatedly over the past year to drum up consumer interest amid waning demand.Tesla continues to ramp up incentives, especially in the U.S., as the company targets record deliveries in Q4. The EV giant recently announced a year-end discount on local Model Y sales.\"We expect Musk to have a big seat at the table as these EV discussions happen within the Trump transition team,\" Wedbush analyst Dan Ives wrote at the time. \"We believe any sell-off in Tesla from these reports is the wrong knee-jerk reaction and we would be buyers.\"Meanwhile, the dual-motor Tesla Cybertruck is now eligible for the $7,500 IRA tax credit, which should boost demand, at least to start 2025.The Musk-Trump AllianceAnalysts generally see the Trump presidency as an overall negative for EVs, but a positive for Tesla. Musk fostered a good relationship with the president-elect after campaigning tirelessly for him throughout the election cycle.Late on Nov. 12, Trump announced in a statement that Musk and Vivek Ramaswamy will lead the Department of Government Efficiency (DOGE) to \"dismantle Government Bureaucracy, slash excess regulations, cut wasteful expenditures and restructure Federal Agencies.\"Musk, in the statement, said, \"This will send shockwaves through the system.\"The Department of Government Efficiency is tasked with providing \"advice and guidance from outside of Government and will partner with the White House and Office of Management & Budget.\"\"Musk's significant influence in the Trump White House is already having a major influence and ultimately the golden path for Tesla around Cybercabs and autonomous is now within reach with an emboldened Trump/Musk strategic alliance playing out in real time and very in line with our thesis,\" Ives wrote on Nov. 29.However, JPMorgan in early January estimated that, based on Trump's proposals to remove EV tax credits and subsidies, about 40% of Tesla's profits would be in danger after Trump takes office.\"Tesla does not appear to us on track to dominate the global auto industry amidst the electrification transition, which we view as only the starting point for present valuation,\" JPMorgan analyst Ryan Brinkman wrote.Tesla: Third-Quarter EarningsThe EV giant's third-quarter earnings unexpectedly rose 9% in the third quarter, snapping a four-quarter string of year-over-year declines. Revenue came in slightly below forecasts. Gross margins jumped, fueled by strong Tesla Energy margins and a record-low cost of goods sold.Regulatory credits were high at $739 million, though below Q2's $890 million. FSD revenue recognition also may have helped.Tesla's CFO said the EV maker may not be able to sustain Q3's margins in Q4. Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025, Tesla reported.On the Tesla earnings conference call, Musk pegs Q2 2025 as the internal target for FSD unsupervised to be safer than a human driver. Tesla said it's testing a ride-hailing services with employees, using a human safety driver.Musk added that the upcoming \"affordable\" EV will cost less than $30,000, \"with incentives.\"Tesla Stock: The Robotaxi EventMusk set sky-high expectations for the \"We Robot\" event. But after showing off a Cybercab and Robovan late on Oct. 10, the market seemed unimpressed with Musk as he once more claimed full autonomous driving will come \"next year\" but did not offer any details or updates of an \"affordable\" EV.The event was high on theatrics with Musk riding the two-seat Cybercab, with butterfly doors and no steering wheel, briefly to the stage to give his remarks. Dancing Optimus robots were paraded out with the Tesla humanoids serving attendees drinks. However, the consensus among analysts was that while the event was high on pomp and circumstance, it underdelivered on details.Musk did say he expects the Cybercab price tag will be below $30,000, with production starting \"before 2027.\" The Tesla chief also showed off the latest Optimus robot. He expects that the cost could be $25,000-$30,000 when produced at scale.\"That's it? Disappointing lack of detail,\" Jonas proclaimed in his investor note following the event. Wells Fargo analysts echoed that sentiment, writing that Tesla's robotaxi event was mostly \"razzle-dazzle\" with \"little substance.\"\"We were overall disappointed with the substance and detail of the presentation. As such, we anticipated TSLA to be under pressure following the event,\" Jonas added.Cathie Wood On The RobotaxiTesla stock sold off hard the day following the robotaxi event, sending a sell signal to investors. However, Cathie Wood and her Ark Invest ignored that and purchased nearly $3 million in TSLA shares.Wood, who has long been super-bullish on Tesla's autonomy push and robotaxi aims, attended Tesla's robotaxi event on Thursday. On June 12, Ark Invest updated its  Tesla stock price target to 2,600 by 2029, estimating that around 90% of Tesla's enterprise value and earnings will be attributed to the robotaxi business in 2029.Wood's Ark Invest tends to purchase Tesla stock and other positions amid sell-offs or when they break below key moving averages. Without a robotaxi network and business, Ark Invest says its TSLA price target would be around $350 per share, according to the report.\"We remain confident that the service will launch within the next five years,\" Ark Invest said.Tesla EVs In Regulators' SightsThe National Highway Traffic Safety Administration announced in January it opened an investigation into Tesla, citing \"Actually Smart Summon sessions resulting in crashes during the session, including where the operator does not have enough time to react due to vehicle proximity or line of sight.\"Federal regulators wrote they have received one complaint alleging that an Actually Smart Summon session resulted in a crash and has reviewed at least three media reports of apparently similar crashes. All four incidents involve Tesla vehicles operating in Actually Smart Summon failing to detect posts or parked vehicles, resulting in a crash, according to NHTSA.Is Tesla Stock A Buy?The stock slipped a fraction to 394.74 on Friday, but did rebound from the 10-week line intraday. Tesla shares fell 3.8% for the week, dropping below 21-day line, even as the EV giant refreshed the popular Model Y in China.TSLA stock is on the IBD Leaderboard watchlist.Tesla stock on Dec. 11 cleared the company's longtime all-time high of 414.50, which it hit on Nov. 4, 2021. The stock had previously last touched 400 in January 2022, according to MarketSurge charts.Tesla topped the $1 trillion mark on Nov. 8 for the first time in two years. On Nov. 6, Tesla stock gapped up above an alternate handle buy point of 273.54 but was quickly extended. Tesla stock popped 3.2% to 369.49 on Dec. 5, clearing a recent range, which could have offered an add-on entry for existing TSLA holders.On Dec. 18, Tesla stock retreated 8.3% to 440.13, after hitting a record high of 488.54 intraday.Tesla stock ranks first in the 35-member IBD Auto Manufacturers industry group. The stock has a 91 Composite Rating out of a best-possible 99. Shares also have a 97 Relative Strength Rating and a 78 EPS Rating.Almost single-handedly, Elon Musk has turned the auto industry on its head. He has essentially forced it to get aboard the electric-vehicle train. Tesla has been a monster stock over much of its history, especially during its stratospheric run from mid-2019 to late 2021.TSLA shares consolidated after hitting a record 488.54 on Dec. 18, narrowing the distance above the 10-week line. Ideally, the EV giant would find support around its 10-week and 50-day moving averages or even forge a new base for a buying opportunity.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":9,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}