During the first cabinet seat, Elon Musk speaks on February 26, 2025 that was organized by US President Donald Trump in the White House in Washington, DC, USA.
Brian Snyder | Reuters
Tesla A share has never had a stretch of this red.
For seven weeks in a row, since Elon Musk went to Washington to join the Trump administration, his car manufacturer's shares have declined and closed on Friday by $ 270.48. It is the longest of such defeat for Tesla in his 15 years as a stock corporation.
The Tesla shares ended the week by more than 10% and at their lowest level since November 5, the election day when they closed $ 251.44. Since the share reached its peak on December 17 at almost $ 480, Tesla has lost a market capitalization of well over 800 billion US dollars.
This week several Wall Street companies, including Bank of AmericaBaird and Goldman SachsCut off your price goals on Tesla.
As analysts of the Bank of America from 490 to $ 380 from $ 490 to $ 380, they gave concerns about the falling new vehicle sales of the company and the lack of a current update from Musk on a “cost-effective model”.
Goldman Sachs, which lowered its price for the share of USD 320 to $ 320, points out in several markets in Europe, China and parts of the USA in the first two months of the year
The Goldman Analysts found that Tesla in China is “exposed to a hard competitive environment for FSD”, in which important competitors “generally do not require a separate software purchase for intelligent driving functions”. FSD or full self-driver (monitored) is Tesla's partially automated driving system, which the company sells as a premium option in the USA
Baird added Tesla to his “Bearish Fresh Picks” this week. The company's analysts write that “production disorders” will complicate the equation of the equation for Tesla if the company is shifting to the production of the new version of its model of the model.
Elon Musk is available when he was recognized on March 4, 2025 by US President Donald Trump during Trump's speech to a joint congress meeting in the US Capitol in Washington, DC.
Saul Loeb | AFP | Getty pictures
However, Wall Street is not only concerned about basic metrics such as sales and production figures. Investors also try to assess how many Musk's politics and work in the White House of Tesla will put pressure on and for how long.
“Musk's participation in the Trump administration gives the demand side uncertainty,” wrote Baird analysts.
Before he took over his role as President Donald Trump and as a leader of the so -called Department of Government Efficiency or Dogge, Musk already managed his many private companies, including Startup Xai, Social Media Company X as well as aerospace and defense contractor SpaceX.
Affected bulls
Now Musk, the richest person in the world, has become the public face of the efforts of the Trump government to drastically reduce the workforce, expenditure and capacities of the federal government. In the meantime, he continues to publish the municipal political rhetoric on X and hits judges whose decisions he does not like, and promotes false Kremlin conversation topics about Ukrainian President Volodymyr Zelssskyy.
In the United States and Europe, the anti-musk and antiTesla mood rose with an outbreak of protests and suspected criminal arson and vandalism in Tesla facilities.
Even the most bullish analysts and many fans had to recognize the effects of Musk's policy on the desirability of Tesla and its products on a large part of customers and investors.
EV advocates of CleanTechnica, which Tesla has advertised on his website for a long time, headed an ethics-oriented column on Thursday, in which he considered whether the Tesla owners should sell their cars and whether the Tesla board should fire as CEO.
Musk and Tesla did not immediately respond to inquiries about comments.
In a note on Friday, Dan Ives from Wedbush wrote Securities: “Tesla Bulls is against the wall with his back, whose worldwide negative mood towards Musk/Doge and the Trump administration is facing.” He called it a “intestinal examination moment for the Tesla Bulls (including ourselves)”.
WEDBUSH said it is taking the sale as an opportunity to add Tesla to his list of “best ideas” and to set his 12-month course goal to $ 550.
“The best thing that Musk and Tesla has ever happened was Trump in the White House, as this creates a deregulation environment with an autonomous federal roadmap that is of central importance for the Tesla Golden Strategic Vision,” wrote the company.
The Tesla Bulls see the potential that the company will soon launch affordable new model EVs, a robotaxi and driverless hail service and delivers humanoid robots that are able to work in the not too distant future. IVES said he expects Musk to focus more on Tesla and his other companies in the second half of 2025.
Analysts from TD Cowen are also optimistic. In a note on Thursday, she wrote: “Tesla now seems to be in the early innovations of a large product cycle from 2025-26 that we believe that it could revive volume growth and increase the overall mood of the entire share price.”
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