Tesla stock price

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Waiting for the quote
"Nobody knew trade was so complicated"

Literally everyone but you

We have come up with a solution that’s really, really I think very good,” Trump said at a meeting of the nation’s governors at the White House.

“Now, I have to tell you, it’s an unbelievably complex subject,” he added. “Nobody knew health care could be so complicated.”
February 28, 2017
 
R P said:
I sure can't see TSLA going up with this kind of news.
https://insideevs.com/news/757121/tesla-delays-affordable-ev/
Seems the best they can do to lower price is de-content existing models on the existing platforms, and even that keeps getting delayed. What they really need is new lower priced platform, but seems that is not happening anytime soon.
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Musk decided his robotaxi took precedence. Of course, he's also the guy who said that the Cybertruck would saell 250,000 units a year, and so far it's been about 1/5 that many.
 
I had to stop the live audio. Musk is lost in a fantasy world of his own making. His love is tearing down the US government and like a toddler who pulls the wings off of a butterfly, totally oblivious that those efforts do not make TSLA more valuable.

Bob Wilson
 
bwilson4web said:
I had to stop the live audio. Musk is lost in a fantasy world of his own making. His love is tearing down the US government and like a toddler who pulls the wings off of a butterfly, totally oblivious that those efforts do not make TSLA more valuable.

Bob Wilson
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Even if you bailed early, you're a braver man than I for listening to part of it.
 
Requires a free account to access. Use a secondary (less frequent) e-mail account. Transcript of the presentation: https://seekingalpha.com/article/4777030-tesla-inc-tsla-q1-2025-earnings-call-transcript

<1,142 words for what he has been doing instead of Tesla>
. . .
So, now let me walk you through why I'm so excited about the future of Tesla. So, first of all, autonomy. The team and I are laser focused on bringing robotaxi to Austin in June. Unsupervised autonomy will first be solved for the Model Y in Austin. And then -- actually you should parse out the terms robotic taxi or robotaxi and just generally like what's the Cybercab because we've got a product called the Cybercab and then any Tesla which could be an S3 extra wide that is autonomous is a robotic taxi or robotaxi. It's very confusing. So the vast majority of the Tesla fleet that we've made is capable of being a robotaxi or robotic taxi.​

This is where I bailed out to use Full Self Driving to a new Supercharger station and hand deliver a referral letter:
  • Full Self Driving - scares the anyone with over half a decade or more of manual driving. The age group of customers who can afford a new car.
  • You buy and operate the taxi, cybercab, Tesla sells you.
  • Cybercab - a two seater with very efficient parts (i.e., low purchase price) but lacking driver controls. An unannounced, drive-by-wire control package will make it somewhat tolerable.
    • Silos the owner/operator into only what Tesla sells.
My future at age 75 is $9,000 for a replacement traction battery in my 150,000 mi, 6 year old Model 3. A car that has the same efficiency as the latest version. A car in my hand is worth two from the Musk mouth.

Bob Wilson
 
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So, Elon pulled another rabbit out of his hat. TSLA up this morning, although not certain that will hold through the day. Markets up big today as well, so that helps. Besides the FSD and Robotaxi stuff, he did announce a lower priced Tesla is on the way. That would certainly help. I guess there are still believers out there.
 
I meant on the main site not the forums
Aside from missing pretty much all the analysts guesses, and having positive cash flow only from emission credits, not much
 
Bruce M. said:
It's a meme stock, trading on hype and hope, not reality. That it rose after that disastrous quarterly report proves it.
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Hard to argue with that. But it's been that way for many years, hitting highs that could not be justified by the fundamentals. Where it goes from here, who knows. It does move on news, or should I say new hype. I think the latest has to do with with some car parts exemptions and the lower priced cars coming. And the tech stocks rebounding. But again, that does not fully support the latest up move of the stock. Sales will continue to drop, and I don't put much faith in the upcoming robotaxi trials.

I know in Canada, Tesla is again way overpriced (recent big price hikes) for what you get, and sales will dry up even further. And in the US, I don't expect the old Tesla fanbois to come back anytime soon.
 
I think even if Musk was a well-liked person, we'd be seeing sales drops. We've hit a trough of early adopters drying up. Those who REALLY wanted it, got it by now. I'd argue that we are plateauing in the end of early majority (industry-wide) for ev's.
I also don't think the figure is touching the 50% mark for market share, even if we are considering only new 2025+ cars sold right now, not what's on the road. Hybrid and PEV's seem too be more common, at least in my area and the ads I see.

640px-Diffusionofideas.png


There's a lot of folks who aren't ready or won't ever be ready to go electric. So long as gas prices stay relatively near where they are, there's not going to a driving force for minds to change.
In fact, electric costs have gone up a lot and gas is still pretty reasonable. Sure, we're talking 25mpg vs 100+mpge for a 4:1 spread or more, but that's not taking into account the Total Cost of Ownership over X years. eg, getting a home charger, and what not.

So, that's why i think sales are in a decline today more than the geo-political climate, which may or may not have a long-tail effect on the company.
 
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I would say it's not fair to compare q4 to q1. So, to that end, looking through that link, comparing q1 2024 to q1 2025, it's pretty flat looking without crunching too hard..
140-128
20-22
16-31
0-14
5-6
13-19
upload_2025-4-28_20-59-43.webp

There's going to be ups and downs, macro-economy factors at play, and all the rest.

We're in this weird place where there's a lot of people who like the idea of it, but won't commit for whatever reason (usually things like range, recharge times, etc). There's also limited used market. They are certainly for sale, but I'd guess a lot of folks are scared of a used EV for battery life, etc after the 7-10 year time frame. So with that, a lot of folks are simply priced out. And the tax credits are getting tougher to qualify for with the 55k/80k msrp caps on some models

I think what I'm trying to articulate - poorly - is that even though we are probably sitting past the early adopter stage, that doesn't mean growth in total volume goes down.

There's more people every day. Housing continues to be built, there's supply contraints. Those same people needs cars probably too.
 
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I didn't compare Q1 of this year to Q4 of last -- read my post again, and then read the whole announcement which has all the overall figures, not just the partial company by company numbers you posted. The fact is, comparing Q1 of 2025 to Q1 2024, US EV market share and sales are both up -- not as fast as in prior years, but still up. Yes, we have burnt through the early adopters, and those considering their first EV now are coming in with more worries -- charging infrastructure cost, etc. If less expensive EVs come on the market, that will help, as will ongoing improvements in the charging infrastructure. But it's true that the easy conversions are mostly done.
 
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