Tesla Faces Global Sales Decline and Brand Challenges Linked to Musk's Political Ties

Elon Musk's role in the Trump administration and controversial political endorsements are raising concerns, while analysts remain optimistic about Tesla's long-term potential.

Tesla's global sales have dropped significantly, with sharp declines in key markets like Germany, Sweden, and Australia, and a year-to-date stock drop of over 30%.
CEO Elon Musk's close ties to the Trump administration and controversial political activities, including endorsements of far-right figures, have led to protests and a $15 billion loss in brand value.
Wedbush Securities analyst Dan Ives remains bullish, citing Tesla's upcoming innovations, including a rumored low-cost EV and advancements in autonomous driving technology, as key growth drivers.
Tesla plans to launch a ride-hailing service and its Cybercab robotaxi next year, while production of Optimus humanoid robots is expected to ramp up in 2026, though these timelines are speculative.
Goldman Sachs has lowered Tesla's Q1 delivery estimates, citing weaker demand and production transitions, with anticipated deliveries falling below last year's levels.