Current Challenges for Tesla
Tesla is currently facing several challenges that could negatively impact its stock price.
Weak Delivery Numbers
In the first quarter of 2025, Tesla delivered fewer vehicles than expected. The delivery numbers amounted to 336,681 units, a decrease of 13 percent compared to the previous year. The Model 3 and Y were particularly responsible for this decline.
Trade Conflicts and Tariffs
The trade war between the USA and China has heavily impacted Tesla. Increased tariffs on imported components and restrictions on models like the S and X in China are burdening the business.
Competitive Pressure and Image Problems
Tesla is under pressure from local competitors like BYD in China, which offer cheaper models. Additionally, the company’s image is suffering due to Elon Musk’s controversial political stance.
Production Challenges
Planned shutdowns in the factories for the transition to new models have also contributed to the weak numbers.
Analyst Optimism
Long-term Growth Potentials
Cathie Wood predicts a price target of $2,000 to $3,100 by 2029 and sees potential in the area of autonomous vehicles.
Diversification of the Business
Morgan Stanley views Tesla as a technological pioneer in areas such as humanoid robots, which could lead to new growth opportunities.
Price Targets
Although some analysts have lowered their price targets, a recovery potential of up to 85 percent is seen, according to Morgan Stanley.
Importance for Investors in German-speaking Countries
For investors, it is important to weigh the current challenges against growth potentials and make informed decisions based on their own risk tolerance. They should also stay informed about market developments and corporate strategies.