The storm continues to surround Tesla. And that his CEO, the controversial Elon Musk, has warned that the electric vehicle manufacturer will enter a transition period for at least one year, investors put note to the accounts. After starting the session with a 9%drop, the company has shyly moderate the cuts and concludes with a decrease of 8.2%. That is, it is still its worst fallen session since June 5, when divorce was consumed between President Donald Trump and what was his right hand the first months of government. The trigger was the loss of tax incentives in the United States and the need to gain time to develop their autonomous driving projects.
Analysis firms are not optimistic either. Barclays experts consider that the gap between Tesla’s story and its real figures is still expanding. That is, there is a big difference between what the company expects and what really ends up. “The results of the second quarter reinforce this gap and raise the question of whether the fundamentals matter,” they say. The firm analysts maintain their recommendation in neutral and the target price in the $ 275, less than the $ 304.2 dollars estimated by the Bloomberg consensus, and below the 305 dollars to which the action quotes. That is, although the company falls 25% so far this year, the experts of the British entity believe that it could lower 9% more.
The most pessimistic are shown JPMorgan analysts. Not only do they recommend infrontorar The value, that is, invest in a lower proportion, but also reduce their objective price to $ 115, which would imply a 62% potential decrease for the company. In his opinion, the accounts of the second quarter – with a 12% cut in income and a strong drop in free cash flow – were below the forecasts and are added to a “series of similar disappointments in recent years”, a trend that, as they point out, has intensified in 2025.
From William Blair, they opt for caution and maintain the recommendation in “online performance with the market.” Their analysts underline that Tesla is going through a vulnerable period, marked by the fall in the demand for cars and energy, all exerts pressure on accounts that already show symptoms of fatigue.
In the middle of the cloud that has survived Tesla for months, Bloomberg Intelligence analysts believe that the company should focus on the launch of a more affordable model and gain quota in international markets to cushion the decrease in sales. However, the address offered little visibility on these fronts during the presentation of results. What he did was confirm that the tariff war and the end of the aid to the car will continue to affect the company’s accounts.
At the conference with analysts, Musk acknowledged that they will probably continue to have complicated quarters. In addition to the gradual elimination of $ 7,500 in aid for the purchase of electric vehicles, the fiscal reform approved on July 3 in the United States dismantles the standards of fuel efficiency, a measure that for years provided succulent income to the company.
those that caused the distancing between Trump and Musk. The richest man in the world assured at the end of May feel disappointed by the huge public spending that the norm brought. After presenting its resignation, the anger continued to rise in tone and in its latest interventions, Musk again described the reform of “disgusting abomination.” Although the understanding between the two seems complicated, this morning the Republican has published in his social truth account that he wants Musk and all the US companies prosper as they have never done before.
