Overview

• 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.