Tesla Faces Uncertainty Over New EV Model and Tax Credit Policy Ahead of Earnings
Investors and analysts weigh Tesla's growth potential in AI and autonomy against delivery challenges and policy changes under the Trump administration.
- Tesla's upcoming earnings report is highly anticipated as investors seek clarity on its delivery growth and the impact of a lower-priced EV model expected to launch in 2025.
- The potential removal of the $7,500 federal EV tax credit under the Trump administration could disproportionately affect Tesla, given its reliance on U.S. sales for 30-35% of its global volume.
- Analysts project Tesla's 2025 deliveries to grow 16%, though some independent forecasts suggest a possible decline, highlighting uncertainty in demand for Tesla's refreshed and new vehicle models.
- Tesla's high-margin Full Self-Driving (FSD) software and AI initiatives, including robotaxi and humanoid projects, are seen as key drivers of long-term growth despite mixed progress and skepticism.
- Tesla's stock, which has surged 121% over the past year, trades at a high valuation, with analysts divided on its trajectory and the influence of CEO Elon Musk's connection to the Trump administration.
Benzinga 
Investopedia 
