Elon Musk speaks at the first meeting of the cabinet organized by American president Donald Trump, the White House in Washington, DC, United States, on February 26, 2025.
Brian Snyder | Reuters
Tesla The stock has never had a section this red.
For seven consecutive weeks, since Elon Musk went to Washington to join the Trump administration, the actions of its automaker decreased, ending on Friday at $ 270.48. It is the longest sequence of people losing to Tesla during its 15 years as a public company.
Tesla’s shares ended the week dropped by more than 10% and at their lowest level since November 5, on ballot, when they closed $ 251.44. Since the action culminated at almost $ 480 on December 17, Tesla has lost much more than $ 800 billion in market capitalization.
Several Wall Street companies this week, including America BankBaird and Goldman SachsReduce their price objectives on Tesla.
By reducing their objective from $ 490 to $ 380, analysts from Bank of America cited concerns concerning the fall in sales of new vehicles vehicles and the absence of a recent musk update on a “low -cost model”.
Goldman Sachs, who reduced his share of action on action to $ 320, going from $ 345, also underlined the drop in sales of electric vehicles for Tesla in the first two months of the year in several markets in Europe, China and certain parts of the United States
Goldman analysts noted that Tesla faces “a difficult competitive environment for the FSD” in China, where the main competitors “generally do not require a separate software purchase for intelligent driving features”. The FSD, or a complete autonomous (supervised), is the partially automated driving system of Tesla, which the company sells as a premium option in the United States
Baird added Tesla to her “fresh Bearish” choices “this week, business analysts writing that” production production “will complicate” the side of the equation offer “for Tesla while the company is moving the new version of its Y SUV Model.
Elon Musk is recognized by US President Donald Trump in a joint session of the Congress at the American Capitol in Washington, DC, on March 4, 2025.
Saul Loeb | AFP | Getty images
But Wall Street does not just care about fundamental measures such as sales and production figures. Investors are also trying to assess the amount of musk policy and the work in the White House that will pressure Tesla and for how long.
“Musk’s involvement in Trump administration adds uncertainty to demand,” the Baird analysts wrote.
Before assuming his role as advisor to President Donald Trump and as head of the so-called Ministry of Government Effectiveness, or DOGE, Musk already headed its many private companies, including the artificial intelligence startup XAI, the social media X and the aerospace entrepreneur and the SpaceX defense.
Bulls concerned
Now Musk, the richest person in the world, has become the public face of the Trump administration’s efforts to considerably reduce the workforce, expenses and ability of the federal government. Meanwhile, he continues to publish Incendiary political rhetoric on X, slamming judges of which he does not like decisions and promoting false discussion points of the Kremlin of the Ukrainian president Volodymyr Zelenskyy.
The anti-MUSC and anti-TESLA feeling increased in the United States and Europe, with an explosion of alleged protests and criminals Criminal fire acts And vandalism in Tesla’s installations.
Even the most optimistic analysts and many fans had to recognize the impact of Musk’s policy on the advisability of Tesla and its products to a wide band of customers and investors.
The defenders of the EV in Cleantechnica, who promoted Tesla for a long time on its site, directed Thursday an ethics -oriented column wondering if the owners of Tesla should sell their cars and if the board of directors of Tesla should pull the musk As CEO.
Musk and Tesla did not immediately respond to requests for comments.
In a note on Friday, Dan Ives of Wedbush Securities wrote: “Tesla Bulls finds herself with her back against the wall facing the global negative feeling around Musk / Doge and the Trump administration.” He called this a “time of intestinal control for the Tesla Bulls (including ourselves).”
Wedbush said he is using sale as an opportunity to add Tesla to her “best ideas” list, and set his 12 -month price goal to $ 550.
“The best thing that has happened to Musk and Tesla was Trump in the White House because it will create a deregulative environment with a federal autonomous roadmap at the center of Tesla Golden’s strategic vision,” the firm wrote.
The Tesla Bulls see the potential for the company to launch new affordable models soon, a driver -free driver and driver service, and to provide humanoid robots capable of working in the factory in the not too distant future. Ives said he expects Musk to focus more on Tesla and her other companies in the second half of 2025.
TD Cowen analysts are also optimistic. In a note Thursday, they wrote: “Tesla now seems to be in the first rounds of a major product cycle in 2025-26, which could reinvigorate the growth of volume and increase the overall feeling of the share price.”
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