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.

Tesla shares started the year on a sour note. We think they continue to price in ambitious growth going forward.

Do possible benefits from the election make shares attractive?

Watching for updates on the affordable vehicle and self-driving software, here’s what we think of Tesla stock.

Watching companywide operating profit margins, affordability, and full self-driving software updates.\n \n