Part 12/16:
Some industry figures have recently lowered their Tesla stock price targets, with Don Hives decreasing his projection from $550 to $315. Others cite a “brand crisis” driven by political controversies, which arguably impacts Tesla’s ability to attract new customers, especially in Europe where the brand’s perception has suffered.
Analysts like Dan Ives acknowledge that Tesla’s global performance, especially in China, remains pivotal. Increased competition from local EV makers like BYD and Xpeng poses challenges, especially if tariff backlash pushes consumers toward domestic brands. Nonetheless, Tesla's technological advantages, particularly in full self-driving and global market penetration, remain unparalleled.