We think the positive third-quarter numbers will be largely offset by a weak fourth quarter.

A key provision of the new award is that Musk must remain in a senior leadership position at Tesla.

CEO Elon Musk’s plan to start a new political party could serve as a distraction from his role.

Tesla’s current product lineup may have reached market saturation. But investors have high hopes its robotaxi business.

We continue to forecast lower deliveries in 2025.

Our view of Tesla shares.

We’re maintaining our fair value estimate for Tesla stock.

We maintain our $250 fair value estimate for Tesla stock.

Tesla should see less impact from this announcement, as it domestically manufactures nearly all its autos sold in the US.

Shares plunge on fears deliveries will see large drop.