Shark’s Advice

In his video, John acknowledged that Tesla is a controversial stock due to the hate being put towards CEO Elon Musk. But as per the Shark Tank host, the people who are boycotting Tesla or attacking the company will eventually stop. He also noted that Tesla is practically at half price today compared to its price last December. 

“You want some financial advice? Buy TSLA. You get all that political crap. People want to burn cars, hate Elon Musk, I don’t know. But let me tell you something. All those people gonna forget all about that just like they forgot about boycotting Gucci or Balenciaga and all that other stuff, and that stock is gonna go back up. It was at $462 in December. It is now at $250. That is almost 50% off,” John stated. 

Robotaxi Potential

Interestingly enough, the Shark Tank host pointed at Tesla’s robotaxi service as one of the reasons why he is bullish on the company. As per John, Tesla is just about ready to roll out an autonomous Uber-like ride-sharing service. And when that happens, TSLA stock will react, negative news on Elon Musk or not.

“You see these Waymo cars all around? There’s a couple of them working their way around. But what Tesla has done over the last is all these patterns of what people have driven. They have now created a lot of these driving pattens, and what are they gonna do? They’re gonna end up releasing autonomous Teslas that are gonna be like Uber, and that stock, no matter what, is going to fly,” John stated.

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Looking at Tesla’s recently rolled out promotions across its lineup, however, it seems like the electric vehicle maker is dead serious about proving its skeptics wrong. 

Promotions, Promotions Everywhere

Just recently, Tesla announced that it was rolling out yet another free FSD transfer program for its customers. Such a program is designed to encourage longtime Tesla owners who may be holding onto their old vehicles with FSD to upgrade to a newer car. Tesla noted that its free FSD transfer is available for the Model S, X, 3, Y, and the Cybertruck in North America.

Tesla also announced a 0% APR financing program for new Model 3 orders in the United States. The Model 3 Performance even received an extra incentive, with the company offering premium paint colors such as Deep Blue Metallic and Pearl White for free with every vehicle purchase. Owners of Model Y classic units are also offered a $2,000 discount off the price of a new Model Y. Cybertruck customers, on the other hand, are offered special leasing rates.

Over in China, Tesla has announced a five-year, zero-interest financing program for the new Model Y. A similar program was also made available for the Model 3 sedan.

Taking Control of the “Demand Issue” Narrative

Tesla’s aggressive promotions for its vehicles today are quite strategic. The United States and China, after all, are two of the company’s largest markets. If Tesla wishes to post healthy delivery numbers this Q2, robust delivery numbers in the U.S. and China are practically required. 

When Tesla announced its earnings earlier this week, critics were overjoyed to see that the company had seen a notable drop in revenue. Arguments about the company’s demand issues were highlighted anew as well. It’s ironic, but just a few months after the Model Y secured its place as the world’s best-selling car by volume for the second year in a row, arguments about Tesla’s demand issues are abounding once more.

It remains to be seen if Tesla’s aggressive promotions this Q2 will make a difference in its vehicle sales worldwide. But if the company ends the second quarter with an impressive number of vehicle deliveries, it could take control of its demand narrative with authority. 

A Potential Elon Musk Point

A healthy delivery result for the second quarter may also renew faith among investors that CEO Elon Musk is indeed serious about leading Tesla to new heights. Over the past months, Musk’s attention had been evidently focused on his activities with the Trump administration’s Department of Government Efficiency (DOGE), but during the Q1 2025 earnings call, the CEO stated that he would be spending more time at Tesla starting May. 

This suggests that Musk would be extremely hands-on with the electric car maker for the majority of Q2 2025. Tesla is typically at its best when pushed by its aggressive CEO, so it would be interesting to see just how far the company could go before the end of June 2025.

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The Tesla investor even welcomed a new Ultra Red Tesla Model Y to show her support for the company.

Responding with a New Tesla

As per 58-year-old Alexandra Merz, an investment analyst and immigration consultant who immigrated from Germany to the United States, she received mail from a Boston address to her home on April 17. Upon opening the letter, she was greeted by an image of the Tesla logo incorporated with a Nazi salute.

Inside the card was a handwritten message which read, “History has its eyes on you.” Merz promptly reported the message to the FBI. In a comment to the New York Post, she stated that she is now even more motivated to support Elon Musk and his ventures.

“This atrocious behavior motivates me even more to stand up for Tesla, Elon, and DOGE,” Merz noted. “I bought our fifth Tesla last Saturday, a beautiful red Model Y, the best car out there. And it drives itself.”

An Unfortunate Trend

In previous comments, Merz expressed her disdain for the ongoing attacks against Tesla and Musk. “Tesla is employing more than 140,000 employees worldwide, building the most American cars in the U.S., and building the European Model Ys in Berlin. I often wonder whether these protesters have thought through what they are doing,” she stated.

Elon Musk himself admitted to the disturbing trend during Tesla’s Q1 2025 earnings call, stating that “there’s been some blowback for the time that I’ve been spending in government with the Department of Government Efficiency or DOGE.” The CEO also stated that he would soon be stepping back from DOGE’s everyday operations and focusing more of his time on Tesla.

U.S. President Donald Trump also addressed the ongoing attacks on Teslas in a comment about Musk’s impeding step back from DOGE. As per Trump, people against Musk are taking out their frustrations on Tesla and its owners, which is unfair. He also described the people behind the attacks on Tesla as “sick.”

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Tesla’s Q1 2025 Results: 

• Total Revenues: $19.3 billion
• Total automotive revenues: $13.967 billion
• Total GAAP gross margin: 16.3%
• Gross Profit: $3.15 billion
• EPS non-GAAP: $0.27 per share
• Free cash flow: $664 million

The following are live updates from Tesla’s Q1 2025 earnings call. I will be updating this article in real time, so please keep refreshing the page to view the latest updates on this story.

16:20 CT – Hello, and happy earnings day to everyone! While Tesla missed the Street’s expectations, the stock has not shown its typical volatility at all. That being said, this earnings call is quite interesting due to the upcoming “Company Update.”

Tesla also reiterated its section about new vehicles that “remain on track for start of production in the first half of 2025” in its Update Letter. What are these vehicles? Just variants of the Model 3 or Model Y? Was the Cybertruck LR RWD one of them already? Or are they actually new cars that we’ve just never seen before?

Either way, ten minutes and counting.

16:27 CT – Now I’m just curious if the Company Update will be a video. The thumbnail Tesla is using on X and YouTube shows an “Audio Webcast Only” graphic though. Three minutes and counting.

16:28 CT – And there’s the music. Wonder if it’s going to be on time.

16:34 CT – Annd we’re now on the Elon time threshold. Tesla stock is actually up 4% in after-hours today. Pretty nutty considering that the Q1 earnings are a miss.

16:36 CT – The earnings call is formally starting. Here we go.
Elon Musk takes the stage. “There’s never dull moment these days,” he said. He admits to the blowback from his work with DOGE. He also admitted that those against DOGE are bound to attack him and his companies, such as Tesla. Musk reiterates his belief that it’s important to fight waste and fraud. “I think it’s critical work,” Musk said.

16:40 CT – Musk discusses the protests against Tesla. He alleges that the protests are not organic. “The actual reason for the protests is that those who are receiving the waste and fraud want to continue receiving the waste and fraud,” he said.

Musk notes that starting next month, in May, his time allocation for DOGE will drop significantly. He will continue to spend a day or two on government matters or as long as the U.S. President wishes him to. “Starting next month, I will be allocating more of my time with Tesla,” Musk stated.

16:43 CT – Musk noted that Tesla is no stranger to challenges, but Tesla has been through the ringer several times in the past. “We’re not on the ragged edge of death….not even close,” he said.

He also highlighted that Tesla is on the cusp of autonomous cars and autonomous humanoid robots. Musk expects unexpected bumps this year, but he remains confident on the future of Tesla. The idea of Tesla potentially being the most valuable company in the world by far was reiterated. “Maybe as valuable than the next five companies combined,” he said. 

“We expect to be selling fully autonomous rides in June in August,” Musk stated. He also stated that autonomy in cars will affect the bottom line by mid-2026.

16:47 CT – Musk discusses Tesla’s supply chain, highlighting that Tesla is the least affected automaker by the Trump tariffs. That being said, Tesla has been working to localize its supply chains for years. He admitted that tariffs are tough on companies where the margins are so low. Musk also clarified that he continues to advocate for lower tariffs, but that’s all he can do. Trump has the decision.

“The tariff decision is entirely up to the President of the United States. I will weigh in on the decision, but its primarily up to the President. I continue to advocate for lower tariffs rather than higher tariffs,” Musk said.

16:50 CT – Musk noted that he would now explain why he is very excited for Tesla’s future. He noted that Tesla is laser-focused on bringing autonomy in June in Austin, Texas. He highlights Tesla’s general approach to autonomy. 

“We have a general solution (to autonomy) rather than a specific solution,” Musk said.

He also noted that Tesla expects to use thousands of Optimus robots in its factories this year. He expects Optimus’ ramp would be one of the fastest. By 2030, or 2029, a million Optimus per year is plausible.

16:52 CT – Musk highlighted that the Tesla Energy unit is doing very well. “We expect the stationary energy storage to scale to terawatts per year,” he said.

16:54 CT – Musk stated that Tesla chose to update the Model Y in Q1 because the first quarter tends to be the weakest. People do not usually buy a lot of cars in winter, after all. He highlighted that the Model Y is the world’s best-selling cars. 

“We picked Q1 to cut over to the production of the new Model Y…at the same time in factories across the world,” Musk stated, adding that, “In conclusion, while there are many headwinds, the future of Tesla is brighter than ever.”

He thanks the Tesla team and stated that he is looking forward to leading the team.

16:56 CT – Tesla CFO Vaibhav Taneja takes the stage. He explained the company’s reduced vehicle deliveries, which were caused by the changeover to the new Model Y across its factories. He also noted that the negative effects of vandalism and unwarranted hostility towards Tesla and its staff affected sales in some areas.

The CFO noted that even with these challenges, Tesla was able to sell out legacy Model Y in Q1. “We have an extremely competitive vehicle lineup and after that we have FSD,” he said.

17:03 CT – Taneja noted that the Powerwall 3 has been received well by customers and Tesla is currently supply constrained.

He also discusses the effects of tariffs, though he highlighted that Tesla is a very American automaker. Tesla is not immune to the tariffs, but the company could navigate the challenging landscape better than other automakers. That said, Tesla’s US lineup complies with USMCA by 85%. The company is working on non-China battery suppliers as well.

17:06 CT – Say Questions begin. First up is a question about the highest risk items on the critical path to robotaxi launch and scaling. Elon stated that robotaxis in June in Austin will be comprised of a Model Y fleet.

“Teslas that will be fully autonomous in Austin will be Model Ys,” Musk said, adding that Tesla’s paid autonomous rides will be coming to other cities later this year. “I predict there will be millions of Teslas operating fully autonomously in the second half of next year [in the US].”

Musk did state that there will be some localized parameters for Tesla’s paid autonomous rides in different regions, like snowy areas. A good driver in California won’t be as good in the middle of a blizzard in winter, after all.

17:09 CT – Ashok Elluswamy, VP of Autopilot/AI Software at Tesla, noted that localized parameters still follow Tesla’s general approach to autonomous cars. He also highlighted that validation is still critical for robotaxi operations. In Tesla’s factories today alone, there could be many days without interventions, making it hard to figure out if FSD Unsupervised is working as intended.

Musk and Taneja joked that Tesla customers in China are really pushing FSD to its limits. People in China “putting [FSD] to the real test,” Musk stated.

Cybercab is also in sample validation now, and it’s still scheduled for production next year.

17:12 CT – Another question is asked, this time about when FSD Unsupervised will be released. “Before the end of this year” in the United States, Musk stated, adding that FSD Unsupervised must be meaningfully safer than human drivers before it is released.

17:15 CT – A question about Tesla’s new cheaper models is asked, and if the company is focused on simplified versions to enhance affordability, similar to the RWD Cybertruck.

Tesla VP of Vehicle Engineering Lars Moravy noted that these cheaper vehicles are still on track. The ramp is slower than we hoped but nothing is blocking the company from initial production.

17:21 CT – Another question is asked, this time about how FSD Unsupervised will compete against Waymo’s offering, especially regarding pricing, geofencing and regulatory flexibility.

“The issue with Waymo’s cars is that it cost waayy more money,” Musk joked. He also stated that Teslas cost a quarter or 20% what a Waymo cost, and the company’s vehicles are made in large volume.

Musk predicts 99% market share for robotaxi unless other companies can deploy the same amount of vehicles on the roads as Tesla. “I don’t see anyone being able to compete with Tesla at present,” he stated.

By the end of the year Musk is confident that the Model Y will drive itself all the way to the customer autonomously from the factory.

17:25 CT – A question about the unboxed method and how that is progressing was also asked. Tesla notes that the company’s unboxed process is progressing. “You’ll see it on tests and roads in the coming months.” Tesla is also focused on improving the method, like marrying sub-assembly areas together. “This is a revolutionary production system,” Musk noted.

When describing the Cybercab line, Musk stated that “it will ultimately achieve a cycle time of 5 seconds or less.” So far, Tesla is fastest at 33 seconds in Giga Shanghai.

17:29 CT – A question about tariffs and political biases was asked. The executives noted that Tesla is very localized already. Localization for Tesla is 85% in North America and 95% in China. “We’re ridiculously vertically integrated,” Musk stated.

Tesla makes lithium, cathode and cells. Only thing left is the anode. Musk also stated that Tesla’s in-house cells are the most competitive.

17:34 CT – A question was asked if Tesla has battery supply constraints. Tesla executives noted that while tariffs pose a challenge, Tesla is prepared to face it. Tesla is also not battery constrained for vehicles.

17:36 CT – Another question was asked, this one about “brand damage.” Executives highlighted that Q1 was all about the new Model Y changeover, and the company is still dominating its segments. “Tesla is not immune to the macro demand for cars,” executives noted.

17:39 CT – A question is asked about Optimus’ production line. Musk noted that Optimus is still in development, so most of its production will be at the end of the year. He also noted that most things for Optimus production is new, so it’s ramp has its challenges.

Musk noted that Optimus is affected by the Trump administration’s tariffs against China since the humanoid robot uses robots from the country. Elon Musk also reiterated the idea that Tesla will produce 5,000 Optimus robots this year.

17:40 CT – Analyst questions begin. Pierre Ferragu of New Street Research discussed the market share of Tesla’s cars. Musk noted that “the reality is in the future most people aren’t going to buy cars.” The CEO recalled that when the iPhone came out, veteran phone makers like Nokia opted to continue making legacy products. Consumers, however, wanted the most intelligent product available.

17:43 CT – Emmanuel Rosner from Wolfe asked about the FSD and its required number of human interventions. What still needs to happen for FSD to be Unsupervised? Tesla noted that it is aware of aware of the interventions happening in public FSD, and the robotaxi service rolling out in a couple of months will be focused on key areas. “We really working through a long tail of unusual interventions,” Tesla executives noted.

When asked if Tesla will need remote operators, Tesla noted that the robotaxi service in Austin will use use them, but only if absolutely needed.

17:46 CT – Edison from Deutsche Bank asked how Optimus’ supply chain will look like. Musk noted that Tesla is focused on localization, especially considering geopolitical uncertainty. The analyst followed up with the number of robotaxis in Austin in June. Musk noted that Day 1, there will probably be 10 cars to observe.

17:49 CT – A Cannaccord analyst asked about FSD pricing. Tesla executives noted that people who bought FSD typically believe that FSD is too cheap, especially its monthly subscription. Granted, FSD is insistent that drivers pay attention to the road, which affects the pricing. But when FSD is already fully unsupervised, that monthly fee will feel very affordable.

When asked about the Indian market, Tesla explained that India is a very hard market because of its taxes.

17:53 CT – Colin Langan from Wells Fargo asked about Tesla’s vision based approach and how the company plans to get around issues like sun glare and dust. Musk noted that Tesla uses Direct Photon Counting to see clearly through fog, dust, and sun glare. With this, Teslas can drive directly facing the sun or in extremely dark environments.

The analyst asked if the affordable cars will just be a cheaper Model Y. In response, Lars Moravy noted that Tesla is using its existing lines, limiting the design of the cheaper model. The new cars will depend on existing lines, so least their form factor will be familiar.

17:57 CT – Adam Jonas of Morgan Stanley asked about the Trump tariffs. Musk highlighted that he is just one of many advisers, and he does not make decisions. “I am an advocate for predictive tariff structures,” Musk noted.

As a follow up, Jonas asked if Musk believes the US or China is ahead in the development of AI humanoids and drones. Musk laughed and noted that it’s obvious which one is ahead in drones. America sadly cannot manufacture its own drones, and China holds a notable amount of the supply chain. Musk highlighted that US should not depend so much on China to make drones.

He noted that Tesla and SpaceX will be at the top of companies’ rankings, but he is apprehensive that ranks 1 through 10 will all be Chinese companies.

18:02 CT – And that wraps up Tesla’s Q1 Company Update and earnings call! Tesla really answered a lot of questions in this call, making it one of the longest Q&A sessions to date.

With that, till the next time, everyone!

Tesla’s livestream of its Q1 2025 Company Update and earnings call can be viewed below.

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Tesla Q1 2025 Deliveries

Tesla’s first quarter vehicle deliveries fell short of expectations, with the EV maker delivering a total of 336,681 vehicles, comprised of 323,800 Model 3/Y and 12,881 other models, worldwide. Vehicle production was at 362,615 units in the first quarter, comprised of 345,454 Model 3/Y and 17,161 other models.

Tesla Energy continued its momentum in Q1 2025, with the division deploying 10.4 GWh of energy storage products during the quarter.

What Wall Street Expects

As noted in a Forbes report, expectations are high that Tesla will report a gain of $0.35 per share on $21.85 billion in revenue, though whisper numbers suggest that the company will only post a gain of $0.31 per share. Analysts polled by FactSet expect Tesla to see an EPS of $0.41 per share on revenues of $21.27 billion, as noted in an Investors’ Business Daily report.

Tesla’s Q1 2025 Results In a Nutshell

Following are highlights of Tesla’s Q1 2025 update Letter:

• Total Revenues: $19.3 billion
• Total automotive revenues: $13.967 billion
• Total GAAP gross margin: 16.3%
• Gross Profit: $3.15 billion
• EPS non-GAAP: $0.27 per share
• Free cash flow: $664 million

Key Updates: 

Tesla’s total revenue decreased 9% YoY to $19.3 billion YoY. This was due to a decline in vehicle deliveries, in part due to the new Model Y changeover and reduced vehicle average selling price (ASP), among other factors.

Tesla is still profitable, though operating income decreased 66% YoY to $0.4 billion. This also resulted in a a 2.1% operating margin. Tesla’s profitability in the first quarter was affected by reduced vehicle ASP, a decline in vehicle deliveries, and an increase in operating expenses driven by AI and other R&D projects partially offset by a decrease in SG&A, among other factors.

Tesla’s quarter-end cash, cash equivalents and investments stand at a healthy $37 billion. The sequential increase of $0.4 billion was primarily the result of positive free cash flow of $0.7 billion.

Below is Tesla’s first quarter 2025 Update Letter.

TSLA-Q1-2025-Update by Simon Alvarez

This article is being updated.

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At 4:30 p.m. Central Time / 5:30 p.m. Eastern Time, executives such as CEO Elon Musk will also be holding a Company Update and the Q1 2025 earnings call.

Tesla Q1 Deliveries and Production

Tesla missed estimates in the first quarter, with the company delivering a total of 336,681 vehicles worldwide. A total of 362,615 vehicles were also produced during this period.

While the delivery results of Tesla’s electric vehicle business were subpar in Q1 2025, the company’s energy division exhibited strong performance during the quarter, deploying a total of 10.4 GWh worth of energy storage products.

Earnings Estimates

As noted in a Forbes report, expectations are high that Tesla will report a gain of $0.35/share on $21.85 billion in revenue. Whisper numbers, however, reportedly suggest that the electric vehicle maker will only post a gain of $0.31 per share.

Analysts polled by FactSet, however, expect Tesla to see an EPS of $0.41 per share on revenues of $21.27 billion, as noted in an Investors’ Business Daily report.

Tesla Stock So Far

Tesla stock reached as high as $488.54 per share in 2024, though it is trading at around $240 per share as of writing. Tesla stock has been naturally volatile, however, so it is prone to notable moves depending on its Q1 earnings.

If the numbers are good, Tesla stock could easily gap up, but if they are disappointing, it would not be surprising if TSLA shares gap down.

FSD, New Vehicle Updates

Tesla is expected to launch a dedicated robotaxi service this June in Austin, Texas. The company has also been hinting at more affordable models that will be launched in the first half of 2025. Expectations are high that CEO Elon Musk will share some updates on these projects, particularly the rollout of Tesla’s FSD Unsupervised system.

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Shareholders can submit and vote on questions for the upcoming call using the Say Technologies platform and at the time of writing, the page already has a total of 2.59 million Tesla shares represented in the polls across a total of 6,390 participants. The Q1 2025 Tesla earnings call is set for next Tuesday, April 22 at 2:30 p.m. Pacific, and will be hosted live on X.

Currently, the top questions for the call include those about Tesla’s highly anticipated launch of Full Self-Driving (FSD) Unsupervised and the Cybercab, plans for more affordable models, the uncertain global economic climate, the Optimus robot, and more. Shareholders can continue submitting questions on the platform until Monday, April 21 at 1:00 p.m. Pacific.

Tesla reported delivering 336,681 vehicles and producing 362,215 in the first quarter of the year, and the company noted that it lost several weeks of production as it transitioned to building the new Model Y. The company also reported deploying 10.4 GWh of energy storage products, compared to just 4,053 MWh in the first quarter of last year.

Interestingly, Tesla shifted its wording of the earnings call in this year’s Q1 production and delivery report, instead referring to the upcoming meeting as a “Q1 Company Update.”

READ MORE ON Q1 2025: Global EV sales climbed 29% in March, powered by China and Europe

Top 15 questions for Tesla’s Q1 2025 earnings call, by shares represented

1. When will FSD unsupervised be available for personal use on personally-owned cars? (2,000 votes, 1.2 million shares)
2. Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck? (2,000 votes, 890,700 shares)
3. How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.? (1,400 votes, 640,600 shares)
4. Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”? (728 votes, 562,000 shares)
5. Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs? (606 votes, 491,400 shares)
6. Robotaxi still on track for this year? (1,300 votes, 426,700 shares)
7. Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward? (744 votes, 405,400 shares)
8. Can you provide more details on the plans for HW3 upgrade path for FSD? (411 votes, 376,500 shares)
9. What is the plan to achieve the Whitehouse stated goal of doubling deliveries in 2 years based on specific market segments and regional factory contributions? (398 votes, 364,900 shares)
10. When do you expect Robotaxi to expand to all major US cities? (809 votes, 318,900 shares)
11. What is the Tesla solution for megapack battery cell supply in the US relating to tariffs and when does it come on line in production volume? Did Tesla import sufficient supply of LFP until US LFP Is ready? (307 votes, 315,200 shares)
12. Has Tesla received any formal interest or entered into discussions with other automakers about licensing FSD technology, and if so, can you share any progress or obstacles you’ve encountered in those conversations? (334 votes, 288,900 shares)
13. How is the AI for Optimus progressing? (319 votes, 286,700 shares)
14. When is Grok coming to Tesla vehicles? And will it be able to control anything in the car? (372 votes, 241,000 shares)
15. When will Tesla Insurance be available in all 50 states. I’m from Idaho, and I’m surrounded by states where it is available, but it isn’t available in my state. (195 votes, 224,200 shares)

Tesla reveals its Q1 Supercharger voting winners, opens next round

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Ives has a price target of $315 per share for the electric vehicle maker.

Best Positioned

During an interview with Yahoo Finance, the segment’s hosts asked about his thoughts on Tesla, especially considering Musk’s work with the Trump administration. Musk has previously stated that the effects of tariffs on Tesla are significant due to parts that are imported from abroad.

“When it comes to the tariff issue, they are actually best positioned relative to the Detroit Big Three and others and obviously foreign automakers. Still impacted, Musk has talked about that, in terms of just auto parts,” Ives stated.

China and Musk

Ives also stated that ultimately, a big factor for Tesla in the coming months may be the Chinese market’s reactions to its tariff war. He also noted that the next few quarters will be pivotal for Tesla considering the brand damage that Elon Musk has incited due to his politics and work with the Trump administration.

“When it comes to Tesla, I think the worry is where does retaliatory look like in China, in terms of buying domestic. I think that’s something that’s a play. And they have a pivotal six months head, in terms of what everything we see in Austin, autonomous, and the buildout. 

“But the brand issues that Musk self-inflicted is dealing with in terms of demand destruction in Europe and the US. And that’s why this is a key few quarters ahead for Tesla and also for Musk to make, in my opinion, the right decision to take a step back from the administration,” Ives noted.

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The CFRA analyst has given Tesla a price target of $360 per share.

Q1 A Low Point in Sales

The CFRA analyst stated that Tesla’s auto sales likely bottomed last quarter, as noted in an Insider Monkey report. This was, Nelson noted, due to Q1 typically being the “weakest quarter for automakers.” He also highlighted that all four of Tesla’s vehicle factories across the globe were idled in the first quarter.

While Nelson highlighted the company’s changeover to the new Model Y as a factor in Q1, he also acknowledged the effects of CEO Elon Musk’s politics. The analyst noted that while Tesla lost customers due to Musk’s political opinions, the electric vehicle maker has also gained some new customers in the process.

CFRA’s Optimistic Stance

Nelson also highlighted that Tesla’s battery storage business has been growing steadily over the years, ending its second-best quarter in Q1 2025. The analyst noted that Tesla Energy has higher margins than the company’s electric vehicle business, and Tesla itself has a very strong balance sheet.

The CFRA analyst also predicted that Tesla could gain market share in the United States because it has less exposure to the Trump administration’s tariffs. Teslas are the most American-made vehicles in the country, so the Trump tariffs’ effects on the company will likely be less notable compared to other automakers that produce their cars abroad.

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Cox Automotive’s findings were shared in a press release. 

March 2025 EV ATPs

As noted by Cox, new electric vehicle prices in March were estimated to be $59,205, a 7% increase year-over-year. In February, new EV prices had an ATP of $57,015. The average transaction price for electric vehicles was 24.7% higher than the overall auto industry ATP of $47,462.

As per Cox, “Compared to the overall industry ATP ($47,462), EV ATPs in March were higher by nearly 25% as the gap between new ICE and new EV grows wider. EV incentives continued to range far above the industry average. In March, the average incentive package for an EV was 13.3% of ATP, down from the revised 14.3% in February.”

Tesla ATPs in Focus

While Tesla saw challenges in the first quarter due to its factories’ changeover to the new Model Y, the company’s ATPs last month were estimated at $54,582, a year-over-year increase of 3.5% and a month-over-month increase of 4.5%. A potential factor in this could be the rollout of the Tesla Model Y Launch Series, a fully loaded, limited-edition variant of the revamped all-electric crossover that costs just under $60,000.

This increase, Cox noted, was evident in Tesla’s two best-selling vehicles, the Model 3 sedan and the Model Y crossover, the best-selling car globally in 2023 and 2024. “ATPs for Tesla’s two core models – Model 3 and Model Y – were higher month over month and year over year in March,” Cox wrote.

Cox’s Other Findings

Beyond electric vehicles, Cox also estimated that new vehicle ATPs held steady month-over-month and year-over-year in March at $47,462, down slightly from the revised-lower ATP of $47,577 in February. Sales incentives in March were flat compared to February at 7% of ATP, though they are 5% higher than 2024, when incentives were equal to 6.7% of ATP. 

Estimates also suggest that new vehicle sales in March topped 1.59 million units, the best volume month in almost four years. This was likely due to consumers purchasing cars before the Trump administration’s tariffs took effect. As per Erin Keating, an executive analyst at Cox, all things are pointing to higher vehicle prices this summer. 

“All signs point to higher prices this summer, as existing ‘pre-tariff’ inventory is sold down to be eventually replaced with ‘tariffed’ inventory. How high prices rise for consumers is still very much to be determined, as each automaker will handle the price puzzle differently. Should the White House posture hold, our team is expecting new vehicles directly impacted by the 25% tariff to see price increases in the range of 10-15%,” Keating stated.

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