Overview

• 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.