"Mizuho analyst Vijay Rakesh lowered Tesla's ( NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however. As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla's unit growth more than previously expected."
"With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company's long-term tech roadmap remains very compelling. $TSLA | πππ¬π₯π: Mizuho reiterates Outperform, trims ππ ππ¨ $πππAnalyst flags 2026 EV subsidy risks in US and China but remains positive on long-term FSD and robotics drivers. pic.twitter.com/Wnfc8Z1R6p- Hardik Shah (@AIStockSavvy) November 25, 2025 Despite the revised target, Mizuho remained optimistic on Tesla's long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla's Robotaxi service, and the commercialization of Optimus, the company's humanoid robot."
Mizuho lowered Tesla's price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The U.S. accounted for roughly 37% of Tesla's third-quarter 2025 sales and China about 34%, increasing sensitivity to policy shifts. Mizuho now forecasts 1.75 million deliveries in 2026 and 2 million in 2027, below consensus estimates of 1.82 million and 2.15 million. The firm maintained an Outperform rating and emphasized long-term technology drivers including broader Full Self-Driving V14 adoption, Robotaxi expansion, and Optimus commercialization as upside catalysts.
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