The Tesla stock is currently under pressure as internal disagreements and increasing competitive pressure from China raise questions about the company’s strategic direction. At the same time, there are also positive developments that attract investors’ interest. Here are some of the key factors influencing Tesla’s stock:
Internal Disagreements and Competitive Pressure
- Internal Doubts: Reports suggest internal disagreements at Tesla regarding the company’s strategic direction. These uncertainties may unsettle investors and affect the stock price.
- Competition from China: The growing competition in the electric vehicle market, particularly from China, poses a challenge to Tesla. Chinese manufacturers like BYD and NIO are increasingly gaining market shares and pushing Tesla in global markets.
Positive Developments
- Robotaxi Service: Tesla plans to launch a robotaxi service in June 2025, which is seen as a turning point for the company. This service could open new revenue streams and expand Tesla’s business model.
- Expansion of the FSD System: The expansion of the Full Self-Driving (FSD) system in China and planned for Europe could lead to recurring revenues through software and service sales.
- Supercharger Infrastructure and Battery Technology: The continuous expansion of the supercharger infrastructure and advancements in battery technology strengthen Tesla’s competitive position.
Current Market Developments
- Current Stock Price: The Tesla stock price has fluctuated significantly in recent months. In May 2025, the price was about $361.77. Forecasts for June 2025 see the price between $301 and $448.
- Analyst Consensus: Despite recent price setbacks, the 12-month price target is about $470.30, reflecting hopes for the successful launch of the robotaxi service and scaling software revenues.
Overall, the Tesla stock faces a decisive phase where both internal challenges and positive developments will influence investment decisions.